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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Amanda Boise

Administrative Assistant

541-654-8120

amanda.boise@kmsfinancial.com

AmandaBoise is the most recent addition to the CloverLeav Investments team, joining in 2020. She is a graduate of Saint Mary’s College of California where she majored in Integral Liberal Arts, building her education around...

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As we are all alumni of the University of Oregon, we'd like to say Go Ducks!