Our Financial Professionals

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

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. 

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.

PATRICK GRAVLIN

Office Manager

MARLENA PLUNKETT

Administrative Assistant

AARON MOON

Chief Compliance Officer

DARRELL JAYROE, CFA, CFP, CKA

Chief Investment Officer

Strategic Alliances

MICHAEL BINGER, CFA®

President of Gradient Investments, LLC

 

JEREMY BRYAN, CFA®

Portfolio Manager of Gradient Investments, LLC

MARIANN MONTAGNE, CFA®

Portfolio Manager of Gradient Investments, LLC

Meet With Our Financial Team Today