Steve began his career in the financial services industry in 2000. He has an affinity for discipline and a passion for helping others. Steve leads the team by example: “Our process begins by taking the time to fully understand each client’s particular needs, concerns and priorities. Excellent service is the cornerstone of our model.”
Steve was added to the Forbes Finance Council in 2020 and remains an active member and contributor on Forbes.com. Steve holds the Chartered Financial Consultant® (ChFC®) designation, which he obtained from The American College, and the Certified Plan Fiduciary Advisor (CPFA) designation. Steve also has the rare honor of holding the C(k)P: A Certified 401(K) Professional title, which he obtained from the UCLA Anderson School of Business. He studied Business Administration at Belmont Abbey College, where he was also a member of the tennis team.
Steve grew up in Jacksonville and is a true Jaguars fan. He also an avid Leicester City fan. He lives in Greenville with his wife, Julie, and their two sons, Weston and Logan.
Colin has over ten years of financial services industry experience, joining Clear Asset Advisors in 2017. Colin provides financial recommendations for clients who have complex or advanced financial needs and pays particular attention to areas often overlooked, such as insurance. His intricate preparation and measurement of progress keeps clients focused and on track to meet their financial goals and objectives. Colin’s disciplined and pro-active approach align well in any market environment.
Colin graduated from Lehigh University with a Bachelor of Arts in International Relations. Colin is an avid skeet shooter and squash player. He lives in Havertown, Pennsylvania with his wife, Melissa, their two daughters, Harper and Riley, and dog, Henry.
Gregory has over 35 years of financial services experience and has built a reputation of excellence based on hard work and integrity. He holds the Chartered Retirement Planning Counselor (CRPC®) and Certified Plan Fiduciary Advisor (CPFA) designations and enjoys helping people of all ages manage their wealth.
Gregory and his wife, Pat, have been married for twenty five years. On the weekends Gregory enjoys spending time outdoors, often hiking the Delaware Watergap.
Michael spearheads the coordination and administration of Employer Retirement Plans for Clear Asset Advisors. Michael holds the Certified 401(k) Professional (C(k)P®) and Certified Plan Fiduciary Advisor (CPFA) designations.
Michael holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration from Southern Illinois University at Carbondale. Michael grew up in the Midwest and met his wife, Maggie, in grad school. They moved to the east coast in 2002 and now have three daughters, Mackenzie, Molly, and Maura. In his spare time, he enjoys traveling with his family, spending time at home, and brewing with friends.
Katie joined Clear Asset Advisors in 2018 and has over 15 years of industry experience. Katie leads the administrative team, handling the on-boarding of new client relationships, facilitating the consolidation of assets and the client service process. She also provides support to the beneficiaries and heirs of clients, communicating with their Attorneys and CPAs in the settling of estates. She holds the Chartered Retirement Planning Counselor (CRPC®) designation.
A graduate of the University of Delaware with a bachelor’s degree in Operations Management and Marketing, Katie lives in Middletown, DE, with her daughters, Madison and Reagan.
Mackenzie has had a lifelong fascination with the financial markets. Her determination to succeed in this industry and her ability to communicate led her to an internship with Clear Asset Advisors in 2016. Upon graduation from West Chester University where she earned a bachelor’s degree in Business Finance, she joined Clear Asset Advisors full time as a Private Client Associate. Mackenzie spearheads all team events, handles technological services, and provides administrative support to our clients.
Mackenzie lives in West Chester, PA and considers herself a coffee enthusiast.
Morgan joined Clear Asset Advisors in 2018, after graduating from West Chester University with a double major in Marketing and Business Management. She was raised and lives in Garnett Valley, PA.
Morgan works with clients during the on-boarding process and on all account reviews.