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Team

At ClearWay Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Jerry Seibert, is a CERTIFIED FINANCIAL PLANNER™ Professional and an Investment Advisor Representative of LPL Financial.

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Jake Gronewold, CFP®, MBA

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

217-321-3193

Jake Gronewold, a CERTIFIED FINANCIAL PLANNER™ Professional and an Investment Advisor Representative of LPL Financial, joined ClearWay Wealth Management in July 2007.

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Erin has been with ClearWay Wealth Management since July 2018. Erin coordinates the firm’s operational activities, dealing with our broker/dealer and custodian LPL Financial as well as various investment and insurance companies....

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