A collaborative team guiding you forward

Clearview financial team at sporting event

Top row: Dakota & Wes, Luke, Chris & Emily, Nick & Sarah, Tuffy, and Kevin (Alisa's husband). Bottom Row: Daniel & Jill, Kaelyn (Luke's wife), Wendy (Tuffy's wife), & Alisa

Financial decisions are rarely made in isolation. They are shaped by family, business, opportunity, responsibility, and the goals that matter most to you. At Clearpath Financial, we believe the best guidance comes from a team that listens carefully, thinks thoughtfully, and works together on your behalf.

Each member of our team brings experience, perspective, and a shared commitment to serving our clients well. We collaborate behind the scenes so that your financial life feels organized and intentional in the foreground. Based in Louisville, Kentucky, we are proud to support the individuals, families, and business owners in our community with steady counsel, disciplined planning, and relationships built to last.

Meet the team dedicated to walking alongside you.