Clearview Wealth Advisors, LLC is a full-service wealth management firm licensed in AZ, CA, CO, ID, OR, TX & WA.
Meet The Clearview Team:
Michael Coursey, Senior Financial Advisor
Michael Coursey started his wealth management career in 1999, just before the "dot-com" market crash. With the tech bubble popping in 2001, and mortgage loans defaulting in record numbers in 2008-2010, Michael gained powerful experience helping clients. He incorporates his 20 plus years of experience into his investment decisions. His disciplined approach guides his global allocation in ever changing environments. Since the beginning, his client's needs and goals have been the epicenter of every decision. Michael specializes in family planning, business retirement planning, foundation planning, and estate investment plans. Michael has served as a principal and partner since going independent in 2012. In November of 2019, a new partnership was formed: Clearview Wealth Advisors.
Michael’s love of sports and the great outdoors was cultivated growing up in central Oregon. He graduated from Redmond High School where he played football and baseball. The mountains, lakes and rivers were his summer playground.
Southern California is the location for many of Michael's favorite memories. He graduated from Azusa Pacific University with a marketing degree. This is where he met best friend, Krysti. They married in 1991 shortly after graduation. In 1992 Salem became home and the destination for raising their three children. Their oldest son and daughter-in-law are both officers in the U.S. ARMY. The middle child, Corbin, recently became a CFP Candidate by passing the Certified Financial Planner (CFP) exam and has an accounting degree. He works alongside Michael at Clearview. Their youngest daughter graduated from George Fox and is currently living in Phoenix with her husband and daughter.
Giving back to the community has always been a part of Michael's life. He has served on several boards and is currently active in his church. He has made an impact in Salem Rotary, Oregon Symphony, Chamber of Commerce, Reid Saunders Association, and coaching through Little League, and the Boys and Girls Club. Weather permitting, Michael will be on his boat wake surfing, spending time with friends and family or reading a book.
Benny Won, Senior Financial Advisor
Benny helps clients develop and implement financial and investment strategies to achieve their goals. He is happy to provide information and consultations to individuals, families, and businesses regarding financial, retirement and estate planning. Benny is committed to providing a high level of service to his clients.
Benny is a graduate of the University of Oregon, with a Bachelor of Science degree in Economics and a law degree (J.D.). After practicing public utility and business law for more than 20 years, Benny chose to pursue a career in the investment and financial services field. He joined Merrill Lynch as a financial advisor in 2001. Benny resigned from Bank of America Merrill Lynch in 2012 and became a co-founding partner of Capstone Wealth Advisors, LLC. In November of 2019, Benny co-founded Clearview Wealth Advisors, LLC, which is an independent Registered Investment Advisor (RIA) registered with the U.S. Securities and Exchange Commission. Benny lives in Salem with his wife, Carol.
Ron Boucher, Senior Financial Advisor
Ron's goal is to help Individuals, Families and Businesses define and prioritize
their financial and life goals. He then develops an individual investment plan
based on risk management, investment choices and regular monitoring of the
portfolio and your specific situation.
Since 1997, Ron has been working with clients to develop strategies to help
them reach their individual financial goals. Whether you need help selecting
individual investments or guidance in developing your retirement or
investment plan, Ron can help you make informed decisions about your
financial future. Ron is very active in the alternative markets and he believes
in asset allocation and diversification.
Ron has worked in a number of financial planning environments. He started
with A.G. Edwards & Sons and was promoted to Manager in 2004. Ron sat in
the same desk during the 2007-2009 recession and through the transitions
from AG Edwards to Wachovia Securities, to Wells Fargo Advisors.
Ron has served as a principal partner since going independent in 2015. In
November of 2019, a new partnership was formed: Clearview Wealth
Ron started his Investment career after selling Dallas Planning Mill in1996.
Some of his past activities include: President of the Keizer and Dallas
Chamber of Commerce, President of the Oregon Wood Products Association,
Scout Master at Boy Scouts of America, and an Oregon State and National
Current Community activities include: Keizer Chamber of Commerce; Past
President and government affairs, Boys & Girls Club Foundation, Pentacle
Theater Guild, and Oregon State University Wrestling alumni association.
Ron enjoys a variety of activities with his kids and grandkids including snow
skiing, mountain and rock climbing, scuba diving, rafting, fishing and hunting.
Ron also enjoys international travel and experiencing cultural diversity.
Corbin Coursey, Financial Advisor
Corbin was born and raised in Salem, Oregon. He graduated from Sprague High School where he was a four-year letterman in tennis and contributed to his team in winning a co-state championship title.
After high school Corbin wanted to experience life without rain and overcast skies and decided to attend college at Grand Canyon University in Phoenix, Arizona. After graduating with a degree in Accounting and Finance, Corbin stayed in Phoenix and worked in many roles with a larger independent wealth management firm. He is satisfying his hunger to continue his education and recently became a CFP Candidate by passing the Certified Financial Planner (CFP) exam. As Clearview was being formed, Corbin seized the opportunity to move closer to family and continue his career in wealth management. He joined the Clearview team in October, 2019.
Corbin views financial advising as a way to combine his passion for finance and desire to serve others. His areas of focus are: income tax efficiency, education planning, retirement planning, insurance planning, estate planning and investment planning.
Outside of work, Corbin enjoys many hobbies: golf, tennis, pickleball, boating, scuba diving, and snowboarding. As Covid-19 restrictions lifted, he began to serve his church as a youth group leader. He continues to look for ways to give back to the community.
Dawn Thomas, Chief Compliance Officer,
Senior Registered Client Associate
With over 27 years of financial services experience, Dawn works closely with our clients to provide them with the highest level of customer service. She works to ensure that our clients’ administrative, trading and operational needs are handled accurately and quickly.
Dawn handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering operational questions. Because of Dawn’s accuracy and hard work, she also fills a large role as Chief Compliance Officer with Clearview Wealth Advisors.
Dawn and her husband Chris have been residents of the Salem/Keizer area for over 47 years. They have a 17 year old daughter that is active in many sports including volleyball. Dawn is active in the community, volunteering at school functions, fundraisers, beach & river clean ups whenever her schedule permits.
Dawn love’s camping, fishing, water sports, and spending time outdoors with her family and friends.
Kym Stacey, Client Associate
Kym has been in the financial industry since June of 2017. While managing our front office, she provides quality customer service to our clients. Kym handles activities such as: managing client requests, opening new accounts, and back office support.
She attended a program at California College of the Arts in Oakland, before settling down and having a family. Kym married her high school sweetheart and is the mother of three boys. When not working, Kym volunteers with community events whenever her schedule permits.
In addition to painting and drawing, she plays Guitar and Viola. Kym loves the challenges of the financial industry, as well as going to the gym, camping, music, art and spending time with her family.
Alisha Firestone-White, Client Associate
Alisha assists customers with opening new accounts, updating existing account information, andappointment scheduling. Additionally, Alisha provides Clearview with technological assistance,as well as establishing workflows and processes that allow Clearview to operate in a smooth andefficient manner.
Before joining Clearview Wealth Advisors, Alisha enlisted in the United States’ Army as a
Spanish Linguist. After the military, she graduated from The University of Washington with a
Bachelor’s degree in Public Affairs, followed by a Juris Doctorate degree from Willamette
University College of Law. Additionally, she helped form the first non-profit organization, as
well as Veteran’s Legal Clinic in Oregon directed at providing free legal representation to
homeless military veterans. Feeling a need to accomplish all her life goals, Alisha transitioned
into the financial industry as a Client Associate in 2017.
Alisha currently resides in Salem, Oregon with her husband, son and dog. She enjoys playing in
the dirt with her son, remodeling her house, and taking her husband and dog on walks.