37837 Meridian Avenue
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. As your team of financial specialists, we strive to anticipate and address your financial needs as they occur. We've developed a wealth management system that aims to fix the flawed approach of separate investment management and financial consulting.
Our clients want more than to just see their assets grow. You value your commitment to making intentional financial decisions that allow you to make the most of your resources, time, and legacy. You implement the action behind our advice as we progress towards that finish line, together.
Daniel has been in the financial industry for over 15 years. After surviving a number of buy-outs in the private banking sector of Indianapolis, Daniel went to work at Charles Schwab. It was there that he obtained his Broker...
Officially joining the Clover Leaf Team in July 2019, Kevin specializes in advising new families and younger investors just starting to look towards retirement. Kevin also manages our digital investment platform and Clover Leaf Digital...
Rochester Client Service Manager
Andi has been in the financial services business for 30 years, having worked with Cindy for the past 13 years. Since having held her position in the financial field, she has tailored her skill set to address the servicing needs of...
Dublin Client Service Manager
Susan started working at Farmers Insurance Group in 1981 as a Customer Service Representative. In 1988 she became an Office Manager for an independent agency where she eventually met and started working for Scott Chaney in 1993. In...