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 35 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 34 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.
1 Central Penn Business Journal, 1995 3 Harrisburg Magazine, 20022 Central Penn Business Journal, 2000 4 Central Penn Business Journal, 2011
* Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations.
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. 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 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.
Senior Wealth Advisor with Clelan and Company, Andrew has more than 13 years’ experience and prides himself on helping clients define their financial dreams and collaborates to help clients achieve them. Andrew provides clients with specific retirement income distribution plans, unique and customized investment strategies, and estate planning techniques.
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®, and Accredited Investment Fiduciary AIF®.
Andrew serves on the board of Central Pennsylvania’s Estate Planning Council and is an active member in the Financial Planning Association. He was recently 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. He has been an active participant in the Big Brother, Big Sister program for 8 years. They’re active with St. Vincent DePaul Society with their local church. They created the Michael J. Santanna Jr. Achievement Foundation whose primary purpose is to provide scholarships for struggling students in Dauphin County. He supports American Cancer Society and several other organizations.
Andrew earned his Bachelor’s in Business Administration from James Madison University where he also played on their football team. At JMU, he met his wife and best friend, Alissa, and has been married for over 10 years. They have two children, Mia and Max. They 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.
Contact Amy for: Service requests and needs related to 401(k) Plans, client asset management accounts and assistance with financial planning.
...Holding the Series 6 and 63 Securities registrations, Amy is our primary contact for retirement plan clientele and providers, as well as new and existing financial planning clients. Her role also includes preparing for and following up on all fiduciary meetings for our qualified retirement plan clients, preparing investment proposals for individual clients, and maintaining office technology. An integral part of the Clelan team since 2000, 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, general service requests, and your personal Wealth Management website connections
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. Additionally, Brenda prepares the material for client meetings by researching and compiling pertinent data and reports. She provides information to clients pertaining to the Medicare enrollment process and ensures required minimum distributions are met. Brenda prepares annual contracts and invoices, monitors all licensing requirements, and continually researches new product offerings. 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 Jean for: Scheduling appointments, new account openings and services, communications
Jean joined the financial services industry in 2014, after a successful career in court reporting and in the travel industry. She makes it a priority to provide best in class service to our clients every single day. Jean is the primary point of contact for Andrew’s clients. She schedules appointments and will answer general questions. She supports Andrew with administrative tasks, marketing, communication, new account processing and ensures our efforts are in full corporate compliance. She lives in the Hershey area and loves spending time with family and friends, reading and traveling.
Contact Alissa for: Questions on communications from Clelan & Co.
Alissa is Andrew’s wife of eleven years. Her main role will be to assist with client communications in the form of emails, newsletters and website maintenance. She will also assist with the coordination of client events as needed. Alissa works remotely, part-time to accommodate to her busy life as a stay-at-home mother of Mia (6) and Max (4).
Prior to staying at home with their children, Alissa worked for The Hershey Company for 12 years in various sales roles. Alissa graduated from James Madison University where she majored in Business to Business Marketing, played field hockey and met her husband, Andrew.
Alissa enjoys staying active through running, spinning and Orange Theory as well as traveling with her family.