The Covenant Team: A Day in the Life
Neal Clemens, ChFC, CLU
Neal Clemens, Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU), is founder and president of Covenant Financial Advisors. He has over 30 years of experience helping individuals and organizations pursue their financial goals. He focuses on planned giving strategies and is experienced in educating church leaders and congregations about today’s top financial issues. He holds several resident and non-resident licenses including Securities 7 and Life & Health Insurance License. He resides with his wife and daughter in the Walnut Creek area. He is an active member of the Salem Mennonite Church and volunteers giving tours at the Mennonite Information Center.
Fun fact: Some of the photos you see throughout the website are actual pictures Neal has taken while on vacation. He loves to travel and capture nature’s beauty. Some of his favorite places are depicted in the photographs including Pensacola Beach, FL, an area that he has frequented with his family for the last 15 years.
Director of Client Relations
Kelly Bruce, Director of Client Relations, works closely with Neal to assure each client has the best experience possible. With her human resource background, she not only manages the office but oversees the client/advisor relationship. Her passion is customer service and she is always looking ahead in how to improve their experience. She loves to interact with the clients with her witty charm and isn’t afraid to shed a tear when testifying of her love of God. She holds a license for Life & Health Insurance.
Fun Fact: Kelly is an avid outdoorsperson who loves to fish, hunt, and camp with her husband and children.
Client Support Specialist
Sharon Buccitelli, Client Support Specialist, is the first face you will see when you walk through our doors at our Sugarcreek office. She is very welcoming and will greet you with a smile and fresh baked cookies she made herself! She is the main voice you hear when calling the office as she maintains the scheduling for the team and you can hear the smile in her voice because of her love for people. She is a multi-tasker as her role is multi-faceted. Sharon enjoys serving others through her church and volunteering in the community. She holds a license for Life & Health Insurance.
Fun fact: Her favorite sound is the laugh of a child.
Client Support Specialist
Christy Stutzman, Client Support Specialist, works diligently behind the scenes in processing paperwork. She is the liaison between the client, home office, and product companies to ensure required documents are provided in good order. She loves her job and takes pride in submitting completed files to process applications as quickly and accurately as possible. Her sweet personality is evident and her determination shows as she works through any issue until they are resolved. She has her Life & Health insurance license. Christy has three teenage kids that keep her busy from one event to the next.
Fun fact: Christy is a huge baseball fan and loves to watch her boys play. Her favorite team is the Cleveland Indians; and it is on her bucket list to say she has been to a game at every MLB Baseball Park. Three down and many to go!
Client Services Coordinator
Rachel Mast, Client Service Coordinator, works diligently behind the scenes in processing paperwork. She is the liaison between the client, home office, and product companies to ensure required documents are provided in good order. She loves her job and takes pride in submitting completed files to process applications as quickly and accurately as possible. Rachel has her Life & Health insurance license.
Fun Fact: Rachel loves spending weekends at the lake with family/friends enjoying God’s creatures and creation.