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.
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.
Manager Client Servicing and Operations
A Seattle-native, Taylor graduated from the University of Washington with a degree in Law, Economics and Public Policy. His financial services background included experience at Northwestern Mutual, Ameriprise and a large investment advisory firm in Seattle. When working with clients, he strives to make complicated tasks worry-free and builds trust by anticipating client needs, solving problems, and delivering exceptional service. Summertime finds Taylor golfing, or taking his dog, Beau to Marymoor Park while in the colder months he enjoys reading a good book, watching football and cooking.