Claire has over 25 years of experience working in the financial industry. She holds a Bachelor of Science (BS) degree in Business Management from Western Governors University. In addition, Claire has obtained her CFP® certification and earned the designations of Chartered Financial Consultant (ChFC®) from the American College of Finance, and Certified Retirement Counselor (CRC®).
Prior to joining KDP Wealth, Claire was employed for 11 years at Rogue Credit Union as a Financial Advisor. She started her career in the banking industry at Western Bank, continuing to South Valley Bank and Trust holding the position of Senior Business Analyst, operating in Commercial Lending for over 13 years. Claire was awarded the Silver Award for the Best of Southern Oregon in the Financial Advisor category in 2023 and 2024.
Claire grew up in Central Point and has remained in the beautiful Rogue Valley. She has a driving passion to help others and strives to create individualized financial paths for the goals of her clients. Formulating and maintaining long lasting relationships centered in trust and confidentiality are at the forefront of every connection that Claire obtains.
When Claire is not championing her client’s financial ambitions, she enjoys spending time outdoors with her husband of over 25 years through their love of bow hunting, hiking, fishing, Jeep adventures, gardening, and always including their dog Ruby, a Great Dane Pointer Border Collie, to tag along. Claire and her husband also have a cat named Junie, a Bengal mix, whom they adore. Claire takes pleasure getting creative in the kitchen highlighting and utilizing their farm to table lifestyle.