CLEAR PEAK FINANCIAL - Key Persons
Job Titles:
- Administrative Assistant
- Kim 's Administrative Assistant
Becky is Kim's administrative assistant, having joined the team in April 2008. Her responsibilities include managing the office workflow, setting appointments, and keeping our technology running smoothly. She was born and raised in El Paso, Texas; lived in Lubbock, Texas, for three years before moving to Albuquerque, New Mexico; and lived there for 18 years. She landed permanently in the Mother Lode in 1999 and now makes Cedar Ridge her home.
Becky brings to the practice a long background in bookkeeping and accounting (and common sense!). She had been a real estate agent prior to joining the team. These experiences, as well as having put children through college, means she has first-hand awareness of today's economic issues and shares the same personal challenges as many of our clients. Becky is the past president and a long-standing member of the Tuolumne County Women's Network, a graduate of Leadership Tuolumne County, and serves on its executive board. She also serves as the president of the Professional Referral Organization of Sonora.
Becky enjoys hiking, camping (actually "glamping" in her travel trailer), and reading. She loves spoiling the four grandchildren who live nearby. She and her husband, Dave, have six children who have all grown up and moved out, twelve grandchildren with another one on the way in November 2020, two great-grandchildren, a sweet sheltie dog named Sadie, and an aquarium full of beautiful fish. Becky's favorite thing to do, when not helping clients with their passwords, is to travel in their RV or on a plane, particularly enjoying the Wine Train in Napa and, of course, Disneyland.
Job Titles:
- Administrative Assistant
- Advisor Emeritus
After 25 years, Dan has now entered the next phase of life, retirement. During his time as an Advisor, Dan held the CRPC® certification, offering financial planning services to hundreds of clients and friends.
Today, Kim leads the way for clients at Clear Peak Financial. The team of Kim, Kelley, and Becky are so dedicated in service that Dan can genuinely ease into his next adventures.
As a large step in Dan's life planning, he and his wife, Sarah (his high-school sweetheart) moved to Texas full-time in 2019. Now residing on their secluded ranch, literally in the heart of Texas in the region known as Hill Country, he and Sarah are "living the dream" as the saying goes. Having helped hundreds of folks to retire, Dan finally gets to see how his next chapter in life unfolds.
When not working on the ranch and the never-ending list of projects (fences, barns, coops, animals, cutting brush, being a good steward of the land), Dan pursues his study of history and economics, finds time for a dozen hobbies, enjoys adding to his BBQ "life list", and simply celebrating all things Texas. He remains committed to teaching financial literacy, volunteer service with Habitat for Humanity and the Sheriff's Emergency Response Team, and helping his community and neighbors to live life to its fullest.
Job Titles:
- Administrative Assistant
- Member of Our Team
Kelley is the newest member of our team, having joined the team in April 2019, and is Kim's additional administrative assistant. Kelley's responsibilities include managing the office workflow, setting appointments, and bringing smiles to clients' faces. Kelley was born and raised in California, mainly in Sacramento and the Bay Area. She made the move to Tuolumne County in 1981 and lives in the Twain Harte area.
Kelley comes to us with 32 years of banking experience, having worked in several of the local community banks here in Tuolumne County. She has many years in management, having been both a branch manager and an area manager for up to 14 locations. With many years in the financial industry and customer service, Kelley takes pride in doing what is right for the clients and providing the best experience possible. Kelley has been very involved in the community as a member of the Kiwanis Club of Sonora, past board member and graduate of Leadership Tuolumne County, YES Partnership Committee member, and ATCAR board member.
Kelley enjoys spending time with her son, daughter-in-law, and grandkids. She feels very fortunate that they live nearby. She also enjoys reading and spending time playing with her dog Molly, and going to the SRT plays, especially when her granddaughter joins in the fun. She loves Mickey Mouse and would like to plan that dream trip on a Disney cruise.
Kim made a decision to change careers in 2006, joining Dan Miller as an administrative assistant in late 2006 from First American Title, where she worked as an escrow officer/branch manager. Her 25 years of escrow and title experience were and are invaluable.
She rapidly advanced in her second career, earning her securities registrations and insurance licenses in 2007. It was in 2010 that Kim realized her goal of being an independent advisor.
Kim holds FINRA securities registrations through Commonwealth Financial Network® (Commonwealth) for the practice of investment guidance and holds the California state insurance licenses for life, health, and annuities. She is an Investment Adviser Representative (IAR) with Commonwealth. She has obtained the Chartered Retirement Planning Counselor SM (CRPC®) designation, from the College for Financial Planning.
Kim is very involved in her community in many varied ways. Having graduated from the Leadership Tuolumne County program, she is the former chairperson of the executive committee and continues as a board member. A long-time member of the Tuolumne County Women's Network, she served as president for 2015. Kim is the treasurer of the board of directors for Habitat for Humanity of Tuolumne Country. She continues as an officer and secretary on the Board of Sierra Village Mutual Water Company since 1982. She is also the secretary of the Professional Referral Organization of Sonora. Previously, she was a seven-year board member for WATCH, which supports adults with intellectual disabilities to live, work, and play as integral members of the communities of the Mother Lode region.
Kim was born and raised in the Bay Area, and today resides in the Sierra high country, living in Sierra Village for more than 40 years. She and her husband, Rourke, are high school sweethearts and have been married for 40 years. Rourke is a small business owner and an all-around outdoorsman. In their spare time, they travel the mountains, camp, water ski, quad ride, and snowmobile. Kim loves her Sierra Nevada mountain life.