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, which he travels to with his family every year.
To learn more about Neal:
Kelly Bruce, Executive Director, 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 outdoors person, who loves to fish, hunt, and camp. Her son and daughter are both Marines.
To hear more about Kelly Bruce:
Meet the Team: Kelly Bruce Part 1 https://youtu.be/e1PJ9NnviP8
Meet the Team: Kelly Bruce Part 2 https://youtu.be/At6Z66M6Qpo
Sharon Buccitelli, Client Relation 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 is the main voice you hear when calling the office and makes sure the call gets to the appropriate team member who can be of service. As an Ordained Minister and her love of people, you can hear the smile in her voice radiating from her servant’s heart. She handles client service related requests along with a vast majority of other dutes. 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. Sharon is also facilitator for Financial Peace University classes and has training as a Ramsey Solutions Master Financial Coach.
Fun fact: Her favorite sound is the laugh of a child.
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. Rachel manages the Processing Department and oversees all account transactions.
Fun Fact: Rachel loves spending weekends at the lake with family/friends enjoying God’s creatures and creation.
To learn more about Rachel Mast:
Meet the Team: Rachel Mast Part 1 https://youtu.be/WsgKnbv0JQ8
Meet the Team: Rachel Mast Part 2 https://youtu.be/S97fJjBiV6o
Connie Weaver, Client Communication Specialist, is the voice you hear when scheduling an appointment. Keeping the schedule organized can be a daunting task, but she enjoys putting all of the puzzle pieces together. Connie loves interacting with those she comes in contact with. Her warm, southern accent is sure to charm you. She is Life & Health Insurance Licensed. Connie grew up in North Carolina and moved to Ohio with her husband, Earl, in 2011. She has three young children: 2 boys and a girl.
Fun fact: Connie loves baking. During the holiday season, you can find Connie in her kitchen baking cinnamon rolls, cookies, and dipping chocolates.
Kae Schoelles, Executive Assistant, works closely with Kelly to help the office run smoothly. She works hard to keep everything up-to-date with compliance and works behind the scenes handling the accounting and marketing for the office. She also helps with planning and organizing for seminars. Kae gained her knowledge for business from her studies at Ohio Christian University where she received a Bachelor of Arts in Business Management. Kae has two adult sons and two teenage sons that keep her busy after hours.
Fun Fact: Kae’s real name is Kelli. Since there is already a Kelly in the office and to avoid any confusion, Kae chose to be called by another name. She used her first initial with the last two letters of her middle name, Rae, to create Kae.
Tierra Bruce, Client Services Assistant, works in the processing department. She prepares paperwork and is an integral part in working files through our process. She loves the interaction with our clients, fellow team members, and it is her servant's heartbeat to help others. Tierra does her very best to be an encourager, and her sweet disposition brings sunshine to those she encounters. Tierra is Life and Health Insurance Licensed.
Fun Fact: Tierra plays the cello, sings on the praise team, and is highly involved in many other areas at her church.
Mark Schilling, Financial Associate, works with Neal to assist in developing financial plans for clients. He also enjoys facilitating FPU classes and working with people on their budgets. He retired from the US Army after 20 years of service as a Medical Evacuation Pilot and Medical Planner. With his military experience helping others, he is deeply committed and passionate about assisting others realize their goals. He holds a license for Securities 7, Life & Health Insurance, and continues to pursue additional licenses in the financial industry.
Fun Fact: Mark enjoys the outdoors, especially biking, and loves spending time with his family and children creating new memories.
Kristin Anderson, Client Services Assistant, works in the processing department. She assists new clients as they submit information to the office to help provide the best service regarding their financial needs and goals. Kristin's background is in finance and accounting with a Bachelor of Science degree from Minnesota State University-Mankato and employment at a CPA firm, a church, and a Christian elementary school. Kristin's husband, Kraig, is a pastor for an area church, and they have 2 adult sons who are both married and living in the Cleveland area. In her free time, she loves to travel, take long hikes in the woods, and spend time with her family.
Fun Fact: Kristin and Kraig remodeled their entire home themselves including finishing off the basement and updating the landscaping. She is quite handy with a drill, sander, and paint brush.
To learn more about Kristin Anderson:
Meet the Team: Kristin Anderson Part 1 https://youtu.be/8eWaUQ3eaKA
Meet the Team: Kristin Anderson Part 2 https://youtu.be/da6ZwQkInIw