Asst. Director – Financial Planning
Clarissa (Claire) joined 9258 Wealth Management in January 2020 from National Retirement Consultants, Inc. Claire has extensive experience in individual, fiduciary and estate tax preparation and planning. Her career experience also includes public accounting and trust administration.
Claire received her Bachelor of Science in Accounting May 1986 from Northern Kentucky University. She currently holds both CPA (1996) and CFP (1992) designations. Outside of work, Claire is a Jazzercise Instructor and loves boating and spending time with her two children and Molly, her dog!