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Meet the professionals who can help you

Pursue Your Goals


We help individuals and families pursue their ideal retirements.

MEET THE TEAM

The team behind ClearView Financial Strategies is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

jonathan-rogers

Jonathan Rogers
Owner/Senior Financial Professional

Founded by Jonathan Rogers in 2014, Clearview Financial Strategies is made up of qualified financial advisors who are passionate about helping individuals and families achieve their ideal retirements.

Jonathan entered the financial industry so he could help his family take care of their own money, but he quickly developed a passion for helping others. As an independent fiduciary financial advisor, he helps individuals and families, especially those in or entering retirement, achieve total confidence with The ClearView Retirement Roadmap.

Jonathan graduated from Emmanuel College with a degree in financial planning and economics. He holds the Series 6, 63 and 65 investment licenses, allowing him to provide fiduciary financial planning for everything in his clients’ financial situations. In addition to founding ClearView Financial, more recently Jonathan co-founded Inspire Advisors LLC, an investment management company that manages over $130 million for clients nationwide. We are featured in The Wall Street Journal, The New York Times and various other financial media outlets.

Jonathan stays active by golfing, skiing, hiking and spending time with friends, family, his wife, Kayla, and their son, Jonathan Jr. Jonathan and his family are active in their Christian church community, and he currently lives in Salem, New Hampshire.

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Patrick Gravlin
Office Manager

Marlena Plunkett

Marlena Plunkett
Administrative Assistant

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Aaron Moon
Chief Compliance Officer

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Darrell Jayroe, CFA, CFP, CKA
Chief Investment Officer

Ready to take
The Next Step?


For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 978.290.8878

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