Kevin J. Cleary Jr.

Kevin J. Cleary Jr.

Financial Consultant

Office: (810) 694-1120
Fax: (810) 694-1130

Kevin started began his journey at 17 years old after Terry Stanfill was a guest teacher in his economics class.  From that point on, he knew he wanted to work in finance.  Kevin has a BBA in Finance from the University of Michigan.  During his time in college, Kevin briefly worked with Terry before moving out of the area. 

Kevin has spent more than a decade working as a tax and financial specialist in Traverse City.  Kevin specializes in tax-ability of retirements, investments, and small business retirement plans.

Kevin holds a Series 7 registration, S63 registration and Series 66 registration. Kevin is a registeratered represenative and advisor with H. Beck, Inc.