Kevin J. Cleary Jr.

Financial Advisor

Kevin started began his journey at 17 years old after Terry Stanfill was a guest teacher in his economics class.  From that point on, he knew he wanted to work in finance.  Kevin has a BBA in Finance from the University of Michigan.  During his time in college, Kevin briefly worked with Terry before moving out of the area. 

Kevin manages our Traverse City branch of RLM Financial.  As a financial advisor, his main goal is to educate his clientele to empower them to make the best investment decisions they can.

Kevin currently holds the following licenses: Series 7, Series 66, Michigan Life Insurance, Michigan Health Insurance, and Michigan Variable Annuities.

When Kevin isn't at the office, you can usually find him spending time with his wife Elise, daughters Anika and Teagan, and chocolate lab/terrier mix Timber, tinkering with a woodworking/DIY project, or enjoying the beautiful outdoors that Traverse City/Northern Michigan has to offer.

For more inforation on our Traverse City location, please visit

Phone (810) 694-1120
Fax (810) 694-1130
Mobile Phone (231) 392-1435