Our promise to you:
Service that’s personal, caring, and authentic.

When clients come to us, they’re often intimidated by the world of finance and investment. One of our top goals is to demystify some of the potentially confusing concepts and terminology—because we want our clients to feel confident about what’s really a very important part of their lives.

We’re very experienced at what we do, and we want our clients to come away knowing that we’re always going to do our very best for them. We know we’ve done a good job when clients describe us as good listeners.

John Klevens, CFP®
President

John Klevens, CFP, is the principal of Klevens Capital Management. With over 25 years of experience in the financial services industry, John is a highly experienced professional, a dedicated financial partner and a creative thinker. John's diverse background includes experience small business management, banking and lending. His real strength is in connecting with his clients and he excels at applying his knowledge and expertise to each client's individual situation. When not working John enjoys reading, golf, playing guitar, the Mariners and daydreams about the motorcycle he'll someday have.


Robert Barnes
Investment Analyst

Robert oversees trade operations and investment research at Klevens Capital Management. He graduated from Washington State University with a Bachelor of Arts degree in Business Administration with an emphasis in finance and economics. Robert began his career in finance working as a financial advisor for an investment advisory firm before joining Klevens Capital. In addition to executing trades, constructing reports and examining performance analytics, Robert is continually monitoring client portfolios with risk management at the forefront.

In his time away from Klevens Capital Management, you can often find Robert at a local park with his dog, Aubrey. He loves to BBQ with friends and is always looking to tackle a DIY project around his home.