About Us
Financial Planning
Using our Roadmap To Retirement™ Process, we provide you with an indepth plan to help you achieve your financially independent future.
Tax Consulting & Preparation
We can help with tax planning, tax minimization strategies and tax preparation. Shara Pagels, CPA is here to answer your questions.
Want help maximizing your social security benefits, knowing when to start and how to file? National Social Security Advisor Certificate holder, Matt Atkins, knows the system and can answer your questions.
Social Security Answers
Our History
Clearbrook formed in 2014 when Ben Scellick, CPA, left a previous company after an ownership change. As the developer of proprietary trading signals that were being used in other registered investment advisory firms, it was necessary for him to start his own RIA, and Clearbrook Investment Management, LLC was formed.
In 2015, former co-worker, Matthew Atkins, left the firm he was with and joined Ben at Clearbrook. With Ben in charge of trading, compliance and investment strategy that allowed Matt to focus on his passion; client care and new client development.
Shara Pagels, CPA joined the company in 2017 after working for a large investment firm in Bellevue. Shara, Ben and Matt had all worked together previously and enjoyed the camaraderie and uniqueness that each person brings to the table. Shara is also an advisor, but her main focus is on operations, tax consulting & preparation, financial planning and small business consulting.
Today, we are a growing company that loves serving our clients with an intentional focus on streamlining business to maximize results for each and every person that places their trust in us.
What Makes Us Unique?
Most fee-based investment advisors do the same basic things. Hopefully, they are all “trusted advisors”, so saying that doesn’t really make any of us different.
At Clearbrook we intentionally work different. We do not have a fancy office where the fees we collect are spent on trying to impress people. We work remote and are available to meet when and where it is convenient for you. We can meet face to face, via phone, video conference or email.
No company can guarantee specific returns from the markets, but our goal is to keep your costs as low as possible so that you have the best chance of maximizing return on your investment. That means we don’t trade a lot and when we do, we try to trade at the portfolio level so individual investors don’t bear the total cost.
Want to learn more?