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 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, the Mariners and daydreams about making the final table at WSOP.
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 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 and daughter Reagan. 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.
Investment Operations Associate
Maily is the most recent addition to Klevens Capital Management. Joining in November of 2018, she provides client service and investment operations support to John and Robert. In her previous experience at a financial advisory firm she provided support in many areas – tracking new business, preparing for advisor meetings, maintaining regulatory compliance and processing paperwork. She’s adept at resolving complex account issues, providing exceptional service and building long term relationships with clients. Prior to working in the investment management field Maily was in the banking industry. Being exposed to the different facets of financial services has allowed her knowledge base to be well rounded and extensive. When Maily is away from the office you can find her at the gym, on the pickle ball court, hiking up a mountain in the summer or snowboarding down it in the winter.
Brianne is the first smile you will see when you enter Klevens Capital Management. She focuses on the daily details that make the office run smoothly. Her people-first approach in the world of financial management will help you feel at ease and well taken care of during your visit. As the assistant to John and Robert, Brianne also oversees the management of staff calendars, client data, vendor relations, website design and operations, and anything else that shows up on her desk. She enjoys spending time with her family, practicing yoga and walking her French Bulldog, Georgia. Please say hello on your next visit!