Clair started her career with Mike Agriesti’s team at Bluestone Wealth Partners in November 2015. Within that time she has been supporting our client group through weekly 3/5/8/10 reports, document scanning, semi-annual update preparation and several web based programs used within Mike’s practice. She earned her Series 7 in September 2017 so she will now be adding to her role and responsibilities with client trading. In December 2018 she earned her Ohio Life and Health Insurance License.
Clair's team members include: