Kevin Clasen

Kevin was recruited into the financial services business 29 years ago while he was still in college. Trying to make ends meet, he juggled a job at a bank to supplement the fledgling business he was working on in the evenings. “I didn’t have much,” he recalls of those early days, “but I did have one thing, and that was a solid work ethic.”

The investment paid off. Over the past two decades, Kevin’s business has flourished as a result of his hard work and the referrals of satisfied clients.

Kevin is best known for the work he does with succession planning for closely-held businesses, and financial planning for families of special needs children. Kevin believes it’s important to offer clients a comprehensive suite of financial planning services, investments, insurance products, and a team approach with years of expertise between them allow for just that.

Kevin has made a firm commitment to staying current in his field, and has obtained six professional designations to date. He feels the time spent on professional development is well justified. Kevin sees continuing education as a capital investment in his business, much like a factory owner purchasing a new piece of machinery.

Kevin graduated from Indiana Wesleyan University with a degree in Business Administration. He and his family reside in Indianapolis, Indiana.