facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search

OUR TEAM

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

Douglas Clelan Photo
Read Bio

Douglas Clelan

Founder and Co-Owner

Douglas Clelan

FOUNDER and Co-Owner


Founder and co-owner, Doug Clelan has more than 40 years’ experience helping closely-held 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.

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 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.

Andrew Kern Photo
Read Bio

Andrew Kern

Co-Owner

Andrew Kern

CO-OWNER


Co-owner of Clelan and Company, Andrew has over 16 years of experience and prides himself on helping clients define their financial dreams and collaborates to help clients pursue 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, Accredited Investment Fiduciary AIF, and Certified Kingdom Advisor CKA® .

Andrew serves on the board 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.  He has been an active participant in the Big Brother, Big Sister program for many years.  They are active with St. Vincent DePaul Society with their local church.  Andrew and Alissa created the Michael J. Santanna Jr. Achievement Foundation whose primary purpose is to provide scholarships for struggling students in Dauphin County.  Andrew also supports the American Cancer Society and several other organizations.

Andrew earned his bachelor’s degree 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.  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.

Brenda Holston Photo
Read Bio

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

....

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.  Additionally, Brenda prepares the material for client meetings by obtaining client updates, researching information, and compiling pertinent data and reports.  She handles the implementation of new investment accounts, prepares annual contracts and invoices, and ensures that clients over 70 meet their minimum distribution requirements.  Internally, Brenda handles a variety of duties including maintaining advisor licenses and staying current on new product offerings.  

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

Liana Bateman Photo
Read Bio

Liana Bateman

Client Service Associate

Liana Bateman

CLIENT SERVICE ASSOCIATE



Contact Liana for:
Andrew's client service requests and administrative needs

....

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. She is equally passionate about building strong relationships as she is expanding her understanding of the financial advisory business. In her role as Client Service Associate, Liana helps manage client relationships by onboarding new clients, preparing for existing client meetings, and supporting clients with their ongoing service needs. She 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.

 

Susan Neville Photo
Read Bio

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

....

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.


Wendy Paul Photo
Read Bio

Wendy Paul

Executive Office Administrator

Wendy Paul

EXECUTIVE OFFICE ADMINISTRATOR



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

....

As a seasoned administrative and marketing professional, Wendy’s talents are being employed in many areas within the firm. Wendy is the primary point of contact for appointment scheduling for Doug and Denise’s clients. She is also responsible for handling 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 and technology initiatives.

Wendy is a summa cum laude graduate of Delaware Valley College who currently resides in Palmyra with her husband and two cats.  She enjoys spending time with her family and serving in church ministries, as well as hiking, camping, cooking, and sewing.