ClearCourse Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


close

Team photo for ClearCourse Wealth Advisors
Team photo for ClearCourse Wealth Advisors

View Larger


Advisors

James Gleason

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit James Gleason's website

Rachael Holm

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Rachael Holm's website

Richard Pierce

CRPC, APMA

Private Wealth Advisor

Visit Richard Pierce's website

Travis Cremeans

CLU®, ChFC®, APMA

Financial Advisor

Visit Travis Cremeans's website

Gregory Averesch

APMA

Financial Advisor

Visit Gregory Averesch's website

Allyse Averesch

CFP®, BFA, APMA

Financial Advisor

Visit Allyse Averesch's website

Christopher D Gallaugher

ChFC®

Financial Advisor

Chartered Financial Consultant®
Visit Christopher D Gallaugher's website


Team

Cathy Yoakam

Cathy Yoakam

Client Service Specialist

Hunter Mariotti

Hunter Mariotti

Client Service Specialist

Joel Railsback

Joel Railsback

Investment Manager

Kara Ybarra

Kara Ybarra

Financial Planning Assistant

Qualifications

  • Ohio Life, Accident and Health Insurance license

    Notary Public

View more
Kelly Jansons

Kelly Jansons

Client Service Manager

Qualifications

  • Ohio Life, Accident and Health Insurance license

    Notary Public

View more
Tyler Verhoff

Tyler Verhoff

Marketing Specialist