Check out the backgrounds of these investment professionals on FINRA's BrokerCheck.
As co-founder and owner, Denise Clelan’s business acumen and strategic insight have been instrumental in making Clelan and Company one of the top financial advising firms in the region.
Denise received her ChFC designation in 1991 and has supported clients with top-level business strategies and solutions for 30 years. Providing guidance to highly successful professionals and entrepreneurs, clients value her ability to actively listen, identify goals and map out a strategic plan. Her determination and focus on her clients, combined with her depth of experience has been recognized with awards such as the Top 50 Women in Business1, Dynamic Women of Harrisburg2, Forty under Forty3 and Women of Influence4.
Beginning her financial services career in 1983, Denise qualified for the Million Dollar Round Table her first year in the business and has qualified for this national honor more than twenty nine times since. Active in her industry and community, Denise has served on the Board of the Harrisburg Area YWCA, as Finance Committee Chairperson and Board Member for Wesley Affiliated Services, Inc., and as a Board or committee person for a number of other organizations in central Pennsylvania.
Denise has volunteered her time for many local charities including United Cerebral Palsy and the Central PA Multiple Sclerosis Society. She served as Vice-President of the Harrisburg Society of Financial Service Professionals and earned the distinction of being the first woman in more than 75 years to become President of the Harrisburg Association of Insurance and Financial Advisors. Denise served on the Board of the Keystone Chapter of Associated Builders and Contractors, a 720-member organization, for nine years, including two as Treasurer. In 2006, Denise served as Chairwoman of the Board of the Keystone Chapter. She was the first woman to hold this position in the Chapter's 47 year history. A member of Phi Beta Kappa and the Golden Key National Honor Society, Denise Clelan graduated magna cum laude from West Virginia University in 1980.
Denise Clelan is an investment advisor representative of Vicus Capital, Inc. and a registered representative of Cetera Advisor Networks LLC.
Co-founder and owner, Doug Clelan has more than 40 years’ experience helping closely-held business owners, professionals, and high net-worth individuals achieve their financial ambitions. Doug supports clients in complex retirement program design, business succession and transfer issues, and customized investment programs for both business and individual clients. Doug is relationship-oriented and client-centered, providing a real human touch to all who work with him.
And as of July 1, 2015, Doug's rigorous studies, business experience and ethics earned him the professional designation of Retirement Income Certified Professional® (RICP ®) from the American College, Bryn Mawr, PA. Individuals who earn the RICP® can offer specialized advice on a broad range of topics including income needs and objectives, estate issues, Social Security, health insurance, and investment strategies.
Outside the office, Doug is known for his interest and service to his community and his industry. He is past President of the Harrisburg Association of Insurance and Financial Advisors, the South Central Pennsylvania Chapter of General Agents and Managers, as well as the local Society of Financial Service Professionals. Doug also served as a board member of the Pennsylvania Association of Insurance and Financial Advisors and as President of the Central Pennsylvania Estate Planning Council. In 1996, Doug was honored with his local professional association’s prestigious President’s Award. This award was presented to Doug for his professionalism and for his contributions to the Central PA community.
Doug’s community service has involved work at the West Shore Chamber of Commerce, YMCA and Sertoma Club. Doug formerly served as Finance Committee Chairman for his church. He has been a featured speaker on the subjects of comprehensive financial planning with an emphasis on creative income planning, as well as estate planning and investment management at numerous industry meetings and educational forums.
Doug Clelan began his financial services career in 1974 and attained the CLU designation in 1981 and the Chartered Financial Consultant designation in 1983. Doug graduated from Washington and Lee University in 1973 with a degree in economics.
Doug Clelan is an investment advisor representative of Vicus Capital, Inc. and a registered representative of Cetera Advisor Networks LLC.
Contact Amy for: Service requests and needs related to 401(k) Plans, client asset management accounts and data gathering for financial planning
...Amy has been part of the Clelan family since 2000. She is our primary contact for our retirement plan clientele and retirement plan providers. Amy is also our primary contact for new and ongoing financial planning clients. Amy relies on her years of experience to provide clients with exceptionally personalized service. Amy and Ken, her husband of 30+ years, live in the Carlisle area and have two grown daughters, Alicia and Ashley. Amy is a graduate of Bloomsburg University. She enjoys spending time with her family, cooking, gardening and physical fitness.
Contact Brenda for: Questions related to your insurance products and your new Wealth Management website connections
...Brenda joined Clelan and Company in 2006. Brenda prepares the material for client meetings by researching and compiling pertinent data and reports. She oversees the implementation and servicing of annuities and risk management products including life, long term care and disability insurance. She provides information to clients pertaining to the Medicare enrollment process and ensures required minimum distributions are met. She prepares annual contracts and invoices, monitors all licensing requirements, and continually researches new product offerings. She also manages our practice behind the scenes. Brenda is a graduate of Elizabethtown College, lives in New Cumberland and has two grown children. She is an active member of her church and enjoys spending time with family and friends, and hobbies such as walking, hiking, golfing, and book club.
Contact Rachel for: Scheduling appointments, new account openings and services, communications, event information
...Rachel joined the Clelan team in 2013. Rachel is your primary contact when reaching the office and she can direct you to the assistance you need. She schedules appointments and can answer general questions. She supports our team through administrative tasks, marketing, communications, new account processing and ensures that our efforts are in full corporate compliance. She lives in the Mount Holly Springs area with her husband Jason and two children, Emma and Xavier. Rachel graduated from Lock Haven University and enjoys spending time with family and friends, reading, and scrapbooking.