Staff
Mark Clary, wealth management advisor, aligned areas of expertise with Don Clardy in 2007. Together Clary and Clardy bring more than 27 years of experience to clients throughout the region. Their expert team carefully examines clients’ estate planning, business planning and investment needs to help accumulate wealth, protect and preserve wealth, manage risk, and plan for wealth distribution.
Mark has 15 years experience advising clients regarding their wealth protection, accumulation, and distribution. He holds professional memberships with the National Association of Insurance and Financial Advisors (NAIFA), the Financial Planning Association (FPA) and the Greenville Estate Planning Council.
Mark is involved in the community as a Greater Greenville Chamber of Commerce member and serves on the board of the Community Foundation of Greenville. He is an active member and elder at First Presbyterian Church. Mark has lived in Greenville, SC since 1990.
Joanne E Beresheim
Administrative Assistant
joanne.beresheim@nmfn.com
864 232 2881 ext 2234
Joanne Beresheim moved here from Florida where she was an experienced appraiser with a strong background in office management. She handles business processing and underwriting preparation as well as client service and a number of administrative office duties. Joanne and her family now live Greenville.
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Kaleigh N Griffith
Associate Financial Representative
kaleigh.griffith@nmfn.com
864 232 2881 ext 2265
Kaleigh Griffith has been working for several years as an assistant and associate to individual practices at Northwestern Mutual. Drawing from her experience here, she now handles preparing and updating financial plans. Kaleigh and her husband live in Greenville.
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Rachel D Haan
Bookkeeper
rachel.haan@nmfn.com
864 232 2881 ext 2234
Rachel Haan has worked in the financial services industry for nine years. She has assisted in several aspects of the business including insurance underwriting preparation, accounting, client service work, and administrative responsibilities. Rachel is a Greenville native.
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