Who We Are

As you know, we are a wealth advisory practice, primarily for a select group of successful families and top-of-their-field professionals who find themselves nearing or already enjoying retirement. Many of our Ideal Clients, among other things, aspire to a work-optional lifestyle.

Our experience acquired over decades in the business constantly reminds us of the fluid and dynamic nature of the journey to financial independence. It is with this philosophy in mind that we are able to use our process to craft individual plans for each of our clients as their lives unfold and their needs evolve.

Our team specializes in meeting the needs of successful families and top-of-their-field professionals who, among other things, aspire to a work-optional lifestyle and have the desire to secure a family investment legacy.

James J. Claywell, AAMS® | Financial Advisor, Owner

Jim has more than 30 years of experience in comprehensive financial planning services, with expertise in retirement planning, education planning, strategic asset allocation and insurance. He works with clients to develop and implement customized strategies that will best suit their needs and goals as a part of the proprietary process, The Embark FORMula.

Terri Schneider, AAMS® | Financial Advisor

Terri has spent more than a decade in financial services, where she implements a wide array of strategies to help clients identify their goals, recognizing some of those goals will change as life unfolds and their needs evolve. By focusing on steady, consistent results with a well-thought-out plan, she gives clients confidence in their future.

Christa Kuhn Copple | Office Administrator

Christa has been in business and education for more than two decades, and has also managed payroll and benefits for companies. She leverages these experiences to ensure the office runs smoothly, and that clients have an exceptional experience from their first phone call or visit throughout the life of the relationship.

Casta Zippmann | Office Administrator

Casta was in the real estate and mortgage industry for over a decade before joining Claywell Asset Management.  She leverages these experiences to ensure the office runs smoothly, and that clients have an exceptional experience from their first phone call or visit throughout the life of the relationship.

Our Other Professional Resources

As needed, we take a collaborative approach with other relevant professionals. This additional expertise is part of our process to help you pursue your wealth and lifestyle goals.

Our Strategic Partners Include:

  • Estate Planning Attorneys
  • Elder Law Attorney
  • Divorce Attorney
  • Mortgage Brokers
  • Property and Casualty Brokers
  • Retirement Plan Administrators
  • Certified Public Accountants
  • Residential Realtors