Claire is the Managing Advisor of Commas, which is a fee-only firm that provides financial planning to the everyday person. As Managing Advisor, she spends half her time guiding the strategic direction of the firm, and the other half of her time directly advising clients. She believes that all people deserve to have access to honest, fiduciary advice. She is passionate about creating and sharing processes and efficiencies that lower the cost of serving clients so more people can have access to this traditionally cost-prohibitive service.
Claire received her bachelor’s and MBA from
Indiana University. She is a Certified Public Accountant, CERTIFIED FINANCIAL
ADVISOR â„¢, and soon-to-be-mom. She lives in downtown Cincinnati, OH. In her
free time she loves to run marathons and cycle long distances.
(66) Ratings
SMA
May 17th 2022
The instructor was a very good teacher. She knew her stuff but always could explain it well to others. Very valuable.
SM
May 16th 2022
Instructor’s polling questions were relevant and very good.
DB
May 16th 2022
The instructor presented this information in a very effective manner. She was very thorough in identifying the materials and provided practical examples.
MW
May 16th 2022
It was great!
JW
May 16th 2022
Good presentation!
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