Charles W. Moline CLU, ChFC
Chuck has been working in the insurance and investment fields since 1986. He has completed advance degrees through the America College in Bryn Mahr, PA and completed advanced group courses through the Wharton School of Business. During his career he has taught many insurance courses and has been asked to speak on a wide variety of topics. He has a broad book of business in the group benefits area serving both large and small employers. In addition, his practice involves working with pre-retirees and retirees in planning for retirement. Income strategies,wealth preservation and protecting risks with Long Term Care, Life Insurance, and Medical coverage.
He strives to put the best product in the hands of the clients he works with, "not being bound by proprietary products really gives a leg up on the competition".
"I appreciate all of my clients and try my best to provide the right products and services to fit their unique situations. I strive to keep my clients informed by regular review meetings."
Chuck is involved in a wide variety of community activities. He serves on the Austin Port Authority.
Chuck resides in Austin with his wife, Mary. Together they have two married daughters and 4 grandchildren.
"Stop by and see a whole new way of financial well being"
Isabella joined the ClearStep Financial team in 2021 as our Client Service Specialist, In this role she is responsible for our office operations, assisting the advisors, and most importantly client satisfaction.
Isabella has a natural appreciation for the impact the smallest detail may have on any situation, especially in a fast-paced environment. Clients will benefit from her attention to detail, hard work ethic, caring nature, and going above and beyond for not just clients but everyone.
Isabella (A.K.A. Izzy) grew up in Seattle WA and has now made Minnesota her home. She lives in Austin with her significant other Ryan, bonus daughter Freya, a pug named Wednesday (Wenny), and a black lab named Penny.
I moved to Minnesota from Texas in 1991, Remember the Halloween ice storm? That was my welcome to Minnesota.
In 2017 my career in the insurance industry began. I went to Kaplan University in Bloomington MN and got my license in Health and Life, then Property and Casualty. Just recently I furthered my education and became licensed to sell Long Term Care insurance as well as Annuities. Throughout my time in MN, I have always worked in the people service industry, culminating with my current position at ClearStep Financial advising individuals. I attended Riverland Community College and studied Nursing, I completed Certified Nursing Assistant and a Home Health Aid certification.
I have a pretty full household with 3 children, 2 dogs and a cat, we enjoy walks together (not the cat). I belong to a service club called National Exchange Club where our primary goal is prevention of child abuse. I also love volunteering, My two current favorite ones are United Way at Welcome Pantry and Five Sisters Project where our main goal is offering Help, Healing, and Hope to women in crisis.
Recently I hiked my first Mountain on a lady’s retreat.
I have always been a helper, it’s part of my nature. I look forward to helping you find solutions for your financial and health needs.