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OUR TEAM

Check out the backgrounds of these investment professionals on FINRA's BrokerCheck.

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Douglas Clelan

Founder and Co-Owner

Douglas Clelan

FOUNDER and Co-Owner


Founder and co-owner, Doug Clelan has nearly 50 years’ experience helping business owners, professionals, and high net-worth individuals pursue 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.

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.  Doug also holds the Accredited Investment Fiduciary (AIF) designation, lending additional credibility to his work with individuals and corporate retirement plan sponsors. The AIF™ designation provides a framework for helping clients meet important fiduciary responsibilities.

Outside the office, Doug is known for his interest in serving 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, estate planning, and investment management at numerous industry meetings and educational forums.

Beginning his financial services career in 1974, Doug 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.

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Andrew Kern

Co-Owner

Andrew Kern

CO-OWNER


Co-owner of Clelan and Company, Andrew has 17 years of experience and prides himself on guiding clients as they define their financial dreams, partnering with them as they pursue their goals. He provides clients with specific retirement income distribution plans, unique and customized investment strategies, and estate planning techniques. Andrew also supports fiduciary committees and business professionals in the design and ongoing review of qualified retirement plans.

Andrew’s commitment to comprehensive financial planning and rigorous studying has earned him several designations including, Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF), and Certified Kingdom Advisor (CKA®).

Andrew is the President of Central Pennsylvania’s Estate Planning Council and is an active member in the Financial Planning Association.  He has been featured on the cover of Proactive Advisor Magazine highlighting his income distribution strategies and diversified investment management techniques.

Giving back to his local community is a big passion for Andrew and his wife, Alissa.  They actively participated in the Big Brother, Big Sister program for 13 years, watching their Little Brother successfully graduate high school and pursue post-secondary education.  Andrew is also active with the St. Vincent DePaul Society and serves in other ministries at their church.  In 2018, Andrew and Alissa founded the Michael J. Santanna Jr. Achievement Foundation whose primary purpose is to provide scholarships for struggling students in Dauphin County.  He supports the American Cancer Society and several other organizations and enjoys coaching a variety of youth sports teams.

Andrew earned his bachelor’s degree in Business Administration from James Madison University where he also played on the football team.  At JMU, he met his wife and best friend, Alissa.  They have three children, Mia, Max, and Kylie, and reside in Harrisburg.  Andrew is an avid sports fan and enjoys travelling, reading, golf, and exercise.

Andrew Kern is an investment advisor representative of Vicus Capital, Inc., and a registered representative of Cetera Advisor Networks LLC.

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Liana Bateman

Financial Advisor

Liana Bateman

Financial advisor



Contact Liana for:
Requests related to providing investment advice, general financial analysis, investment accounts, insurance products, and any other general service requests

....

With her multi-dimensional background as a successful business owner, marketing director, and skilled law office manager, Liana brings a unique skill set to the Clelan and Company team. Since joining the financial services industry, she has earned her life and health licenses and passed the Series 65 exam qualifying her to provide investment advice and general financial analysis. In Liana’s role as Financial Advisor, she helps manage client relationships by onboarding new clients, preparing for existing client meetings, and supporting clients with their ongoing service needs. She is passionate about building strong relationships and serves as an important catalyst in assuring an exemplary client experience.  

Liana received her bachelor’s degree in Business Management from Villa Julie College (Stevenson University) and lives in Mechanicsburg. She loves baking, traveling, and visiting her adult sons in Florida and Tennessee.


 

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Brenda Holston

Relationship Manager

Brenda Holston

Relationship Manager



Contact Brenda for:
 Requests related to your investment accounts and insurance products, assistance with your personal Wealth Management website (including login help, connection issues, and data updates), and any other general service requests

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Brenda joined Clelan and Company in 2006, and is life and health insurance licensed. As such, she oversees the implementation and servicing of annuities and risk management products including life, long term care, and disability insurance, and is a resource for Medicare enrollment questions.  Brenda is dedicated to supporting new clients through the onboarding process, as well as preparing material for client meetings by obtaining client updates, researching information, and compiling pertinent data and reports.  She handles the implementation of new investment accounts and strategy changes, ensures that clients over the age of 72 meet their minimum distribution requirements, and provides exceptional client support with ongoing servicing needs.  

Brenda is a graduate of both Elizabethtown and Goldey Beacom Colleges, lives in New Cumberland with her husband, and has two adult children.  She is an active member of her church, and enjoys spending time with family and friends, as well activities such as hiking, biking, and kayaking.  Brenda also loves to travel and enjoys hearing about your travel adventures.


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Susan Neville

Retirement Plan Client Service Associate

Susan Neville

Retirement plan CLIENT service associate



Contact Susan for:
All qualified retirement plan servicing and scheduling needs

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With many years’ experience connecting people with resources and information in the not-for-profit world, Susan’s talents for managing projects and delivering superior customer service are being fully utilized in her role at Clelan and Company.  Susan is responsible for creating our retirement plan client meeting presentations by synthesizing data and information.  She also assures that all action items from those meetings are completed, and any additional client servicing needs are met. Coordinating logistics between plan providers and our clients, as well as scheduling plan-related meetings, seminars, and other events round out Susan’s day-to-day responsibilities.

 Susan is a graduate of the University of Michigan and enjoys hiking and spending time outdoors. She lives in Mechanicsburg with her husband and two daughters and is an active member of her church.


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Wendy Paul

Executive Office Administrator

Wendy Paul

EXECUTIVE OFFICE ADMINISTRATOR



Contact Wendy for:
 Appointment scheduling, office administration needs, marketing, and event management

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As a seasoned administrative and marketing professional, Wendy’s talents are being employed in many areas within the firm. She is the primary point of contact for appointment scheduling and manages the day-to-day office administration responsibilities. Through marketing efforts and the implementation of strategic projects, Wendy is charged with continuing to expand opportunities for Clelan and Company and our clients. In addition, Wendy is responsible for managing our firm’s compliance requirements, overseeing technology initiatives, preparing annual contracts and invoices, and maintaining advisor licenses.

Wendy is a summa cum laude graduate of Delaware Valley College who resides in Palmyra with her husband, two cats, and a small flock of chickens.  In addition to spending time with her family and serving in church ministries, Wendy also enjoys gardening, canning, hiking, and camping.