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.
With over 25 years in financial services 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®
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 in 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 yoga, reading, golf, the Mariners and of one day making the final table at WSOP.
Robert Barnes, CFP®
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 reviewing client portfolios to make sure they are in alignment with our clients stated investment objectives. Robert is a family man in his time away from KCM, he loves spending time with his wife Natalie, daughter Reagan and son Franklin. He has two beagles that keep him on his toes and when he finds spare time- he loves to tackle a DIY project around the home.
Christian Crowell, MBA
Director of Operations
Prior to joining KCM, Christian enjoyed a 20-year business career working for companies such as The Walt Disney Company, Starbucks, Weyerhaeuser, and Microsoft. She later transitioned into the medical field managing medical offices, surgical centers, heading patient care and customer service. She currently oversees the daily operations of KCM and assists the team in strategic direction-setting, client care and service delivery. Her passion for client service can be seen in everything she does and is always at the heart of her business objectives. Christian lives in Kirkland with her three cats and in her spare time loves yoga, golf, and a dressage lesson when she can to round out her week.