Kevin Clasen began his career in financial services nearly three decades ago while still in college, balancing a position at a local bank during the day and building his business in the evenings. That early dedication and work ethic set the foundation for a career built on persistence and commitment.
Over the years, Kevin has developed extensive experience in succession strategies for closely held businesses and in financial planning for families of children with special needs. He emphasizes a collaborative approach, drawing on investments, insurance, and a team of professionals to create strategies that reflect each client’s goals and circumstances.
Kevin is committed to ongoing professional development and has earned multiple designations, including the Chartered Life Underwriter (CLU®), CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Special Needs Consultant® (CHSNC®). He views continuing education as an essential investment in maintaining the highest standard of service.
A graduate of Indiana Wesleyan University with a degree in Business Administration, Kevin lives in Indianapolis, Indiana, with his family.
