Broker Check

Our Team

Daniel Claric

Founder and CEO

541-654-8120 ext. 201

dan.claric@kmsfinancial.com

Daniel Claric is the founding member and Chief Executive Officer of CloverLeaf Investments. A graduate of the University of Oregon, majoring in Economics. Daniel graduated in 2004 with Honors. Prior to establishing CloverLeaf...

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Jason Shannon

Financial Planner & Investment Advisor Representative

541-654-8120 ext. 202

jason.shannon@kmsfinancial.com

Jason Shannon has been in the financial services industry since 2010. Jason worked alongside Daniel, prior to CloverLeaf Investments. Jason is a graduate of the University of Oregon, majoring in Advertising and Electronic Media (School...

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Susan Mroczko

Administrative Assistant

541-654-8120

susan.mroczko@kmsfinancial.com

Susan Mroczko joined CloverLeaf in early 2018 and has become an integral member of our team. Susan handles many back office operations. Prior to joining CloverLeaf, Susan spent many years in Escrow and Banking industries. Outside of...
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As we are all alumni of the University of Oregon, we'd like to say Go Ducks!