Our Team

• 

  Robert Kloss, JD, CFP®

  President

  Phone Number (716) 312-7424

  Email rkloss@clearplanfinancial.com

  View Profile
• 

  Raymond A. Carter, CFP®

  Partner, Registered Principal

  Phone Number (716) 312-7424

  Email rac@clearplanfinancial.com

  View Profile
• 

  Bruce N. Keiser

  Financial Advisor

  Phone Number (716) 312-7424

  Email bnk@clearplanfinancial.com

  View Profile
• 

  Andrew S. Adelman

  Financial Advisor

  Phone Number (716) 312-7424

  Email asa@clearplanfinancial.com

  View Profile
• 

  Kevin M. Mohr, MBA

  Financial Advisor

  Phone Number (716) 312-7424

  Email kmm@clearplanfinancial.com

  View Profile
• 

  Jonathan L. Petrie

  Financial Advisor

  Phone Number (716) 312-7424

  Email jpetrie@clearplanfinancial.com

  View Profile
• 

  Christopher Urban

  Financial Consultant

  Phone Number 716-480-0633

  Email curban@clearplanfinancial.com

  Website

  View Profile