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Financial Specialists

Our Financial Specialists are certified through the National Foundation for Credit Counseling (NFCC) as credit counselors and through Consumer Data Industry Association (CDIA) as consumer interviewers. They work directly with consumers to assess their financial situation and provide personalized support and guidance. Let us introduce you to some of our Financial Specialists.

	Star Austin joined ClearPoint Financial Solutions Client Services Team in 2003. During 2004, she was promoted to an Internet Financial Specialist. Star is certified as a credit counselor through the NFCC and as a certified consumer interviewer on the Fair Credit Reporting Act. Helping consumers achieve their goals, Star consistently assists her clients in reaching their goals.
	Barbara Wright has been with ClearPoint Financial Solutions for over 13 years. As a NFCC Certified Credit Counselor and a Certified Consumer Interviewer on the Fair Credit Reporting Act, Barbara brings enthusiasm and an energetic approach in educating all of her clients. Additionally, a large portion of her time is devoted to community service/educational workshops for schools, universities, churches, charity organizations, hospitals, etc. Barbara is well known for helping her clients find the answers they need and working with them until they reach full resolution. Her clients admire her talent, adore her strong customer service skills, and can always depend upon her to help guide them along the way.
	Garry Patterson has been with ClearPoint Financial Solutions for over ten years and brings with him previous years of business experience in the private sector. He is a NFCC Certified Credit Counselor as well as a Certified Consumer Interviewer on the Fair Credit Reporting Act. Garry is well known for his genuine concern for helping clients achieve their goals and educates them effectively in order that they can maintain financial wellness. He enjoys conducting workshops in local school systems as well as being a regional media representative for ClearPoint.
	Dennis has been at Clearpoint for over 8 years and came to us with over 20 years of extensive customer service, management and consumer finance experience. He holds a Bachelor of Science Degree in Business Administration from the University of Missouri-St. Louis. He is a Certified Credit Counselor through the NFCC and is also a Certified Consumer Interviewer on the Fair Credit Reporting Act. Dennis is a team player. With his positive attitude, level of knowledge and customer service skills, Dennis gives his clients a professional and educational session.
	Anna has been with ClearPoint for over a decade, and came to us with extensive experience in customer service. She is a certified credit counselor through the NFCC and is a Certified Consumer Interviewer on the Fair Credit Reporting Act. In addition to providing counseling and financial education to consumers, she has made a name for herself within the company as a team player. Her leadership skills have been invaluable in assisting with the creation and implementation of training procedures.
	Almost 20 years in the financial industry, Richard has extensive customer service, management and finance experience. He has been with ClearPoint Financial Solutions since 2004 and is a Certified Credit Counselor through the NFCC and also a Certified Consumer Interviewer on the Fair Credit Reporting Act. With a high level of commitment to the company and clients, Richard's skills in customer service and financial education has helped numerous consumers in Washington and across the country.
	Emma Bey joined ClearPoint Financial Solutions as a Client Service Representative in 2005 bringing with her 5 years of strong customer service experience. Assisting both new clients as well as existing clients, Emma utilizes her strong listening skills to determine appropriate next steps for the client; whether it might be setting up the initial financial budgeting counseling session, or working with an existing client to answer their question. Her strength is full resolution - she likes to make sure her clients are serviced professionally, effectively, and fully. Clearly, her eagerness to assist clients coupled with the drive to continue her own self-improvement all come together to create a meaningful, educational, and professional experience.
	Based in our Seattle Northgate office, Marshall has been with ClearPoint for over 4 years and has extensive computer, customer service and financial industry experience for over 30 years in Michigan, Illinois, California and Washington state. He holds several bachelors degrees in Telecommunications from Michigan State University, French and Italian and Classical Studies from San Francisco State University, is well traveled and also speaks some Spanish, Portuguese and German, as well as other languages. He is a Certified Credit Counselor through the NFCC and is also a Certified Consumer Interviewer on the Fair Credit Reporting Act. Marshall brings an enthusiastic, energetic approach to his clients' concerns, seeking multiple online and educational resources along with positive ideas for them to improve their credit and enhance their financial education.
	Carolyn joined ClearPoint Financial Solutions in 2002 bringing with her over ten years of customer service experience. Carolyn started working as a Client Service Representative and was quickly promoted to a Financial Specialist. She is certified as a credit counselor through the NFCC and as a Certified Consumer Interviewer on the Fair Credit Report Act. Dedicated to helping consumers meet their financial objectives and goals, Carolyn focuses on educating her clients to resolve their issues appropriately, both short term and long term.
	Over 5 years ago, ClearPoint Financial Solutions was delighted to welcome Carolyn Dearhart to their Client Services Team!  Carolyn joined our organization with several years of experience in banking and brought along with her outstanding customer service skills.  She truly enjoys working with people and goes above and beyond in order to resolve a client's issue.  She is attentive, thoughtful, and can always be counted on to make sure that our clients receive the type of service that they deserve.  Carolyn's commitment to providing our clients with a rewarding customer service experience is one that cannot be surpassed.