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Financial Specialists

Our Financial Specialists are certified as credit counselors through the National Foundation for Credit Counseling (NFCC), and as consumer interviewers through Consumer Data Industry Association (CDIA). They work with clients one-on-one to assess their financial situation and create a personalized action plan. Meet some of ClearPoint's Financial Specialists:

	Star A., Richmond, VA Star joined ClearPoint in 2003 and became NFCC-certified in 2004. She is focused on helping people achieve their financial goals.
	Garry P., Jonesboro, AR Garry came to ClearPoint from a career in the private sector. In addition to being NFCC-certified, he is a Certified Consumer Interviewer on the Fair Credit Reporting Act. Garry is well known in his community though education outreach and as a media spokesperson.
	Dennis J., Florissant, MO Dennis came to ClearPoint with over 20 years of customer service, management and consumer finance experience. He combines a positive attitude and extensive knowledge to deliver the highest quality financial education.
	Anna S., Florissant, MO Anna has dedicated many years to helping consumers achieve financial freedom. A team player, she has used her leadership skills to help refine ClearPoint's training procedures.
	Richard B., Everett, WA With more than 20 years in the financial industry, Richard has extensive customer service, management and finance experience. He demonstrates a high level of commitment to ClearPoint and his clients in the state of Washington and around the country.
	Marshall F., Seattle, WA Based in our Seattle Northgate office, Marshall brings to ClearPoint over 30 years of computer, customer service and financial industry experience. Marshall's clients appreciate his enthusiastic, energetic approach, as well as the many educational resources he provides to help them improve their credit and enhance their financial education.
	Carolyn K., Richmond, VA After joining ClearPoint in 2002 as a Client Service Representative, Carolyn was quickly promoted to Financial Specialist. She is dedicated to helping consumers meet their financial goals.
	Barbara W., Chesapeake, VA After taking an entry-level position in 1993, Barbara quickly worked her way up to Financial Specialist. She is passionate about financial education and devotes her time to community service and educational workshops for schools, universities, churches, charity organizations, and hospitals.
	Linda B., Portland, OR: "It's great to help people by giving them financial direction in improving their goals for their future."
	Sadie C., Portland, OR "What I like most about my job is being able to help those people who need our advice and assistance."
	Patrick O., Richmond, VA "My favorite part about the job is meeting new clients and hearing their stories. I am able to give them hope."
	Denise G., Portland, OR "After 15 years I have seen many of our clients successfully complete their plan and that is truly rewarding. "
	Colleen H., Seattle, WA "I enjoy helping people from all walks of life, and making them feel better than when they called."
	Brad E., Quincy, IL "Everything we do, whether we are counseling our clients on how to create a budget, bankruptcy, housing issues, or debt consolidation in the Debt Management Program, we are helping our clients."
	Marla P., Charlottesville, VA "When someone comes away after talking to me feeling like they've had the weight of the world removed from their shoulders, I feel like I've earned my keep."
	Ann H., Richmond, VA "I love helping people and when they let me know how much we have helped them, that is what really makes me feel good about my job."
	La Shell W., Richmond, VA "I enjoy seeing positive results from each counseling session. Knowing that I have provided comfort and a service that will aid with becoming debt free is very rewarding."
	Jennifer O., Swansea, IL "The favorite part of my job is meeting with and getting to know my clients by working together to establish a budget, and discussing and implementing changes to achieve financial freedom and making their goals a reality."
	Patrice G., Richmond, VA "I love the positive feedback from the clients when they just call to say, "Thank you, Patrice, for all you've done.""
	Sherry T., Clarksville, TN "I feel a true sense of purpose and fulfillment in the knowledge that I am able to share with people information that they will be able to use to resolve financial issues and have a brighter financial future."
	M'Lissa R., Chesapeake, VA "I like it when I see the relief on a client's face or hear the relief in a customer's voice, when it's realized that there is a manageable solution to their debt burden."
	Susan D., Richmond, VA "I like knowing at the end of the day that I have helped someone better their financial situation."
	Patricia S., Cape Girardeau, MO "I moved here from Lake Charles, Louisiana, I knew I wanted to work for an organization where I could make a difference in people's lives. By working with ClearPoint Financial Solutions, I have achieved that goal."