Small Business Advisor Network

Licensed Professionals Helping Business Owners Succeed
Apply here
Photo of Paul Brown

Paul Brown

M. A.

At Clearstone, my mission is simple: we help clients experience a meaningful life as they discover their best path to wealth accumulation, retention, growth, and – in time – transfer of assets. We do this by creating and implementing comprehensive wealth strategies personally designed to help meet what is important to them.

To fulfill this mission I provide clients with clearly understood, professional advice that enhances their quality of life and leads to sustained, actionable solutions.

Photo of Vic Conrad

Vic Conrad

CFP, ChFC, AIF

Coming face-to-face with your financial situation can be uncomfortable and intimidating, but it’s necessary.

I understand the uneasiness and that’s why for more than 30 years, I’ve been using my talents and skills in financial services to make numbers less scary for people.

I take a hands-on approach and provide customized solutions that are unique to your needs.

Photo of Kurt Cretors

Kurt Cretors

CEPA

Kurt Cretors is a long-time business owner who understands the needs and challenges of his entrepreneurial clients. An Accredited Wealth Management Advisor (AWMA) and Certified Exit Planning Advisor (CEPA), Kurt is singular in his commitment to helping business owners and executives identify and achieve their goals over the long haul.

As a Certified Exit Planning Advisor, Kurt does more than facilitate buy/sell transactions.

Photo of Bruce Hosler

Bruce Hosler

Enrolled Agent, CFP®, EA, AIF®, CEPA®, CDFA®

“I’m extremely fortunate that my work is my calling: I’m passionate about helping people create a better future. “

>

Pin It on Pinterest

Share This