About Us

Jason Murphy is a Chartered Financial Consultant® and independent financial advisor with LPL Financial since 2016. With a deep commitment to guiding clients through life’s financial journey, Jason believes that every individual deserves a simple, customized blueprint—a clear plan that shows where they are today and how to confidently move toward their goals.

A proud graduate of the University of Michigan–Flint, Jason brings both financial expertise and personal understanding to his practice. He lives in Clarkston, Michigan, where he and his wife Kelly have raised their three children—Connor, Brooklynn, and Chloe. Family is the foundation of Jason’s life, and the values of clarity, trust, and commitment that guide his home also guide his work.

Outside the office, Jason enjoys coaching youth golf and spending time traveling with his family, creating memories and experiences that fuel his passion for helping others do the same.

Christine brings more than 30 years of experience in the financial services
industry and is a valued Partner and LPL Financial Advisor at ClearView
Wealth Management. Throughout her career, she has built meaningful,
long-lasting relationships with her clients by taking the time to understand
their unique financial goals and providing tailored strategies to help them
pursue lasting financial security.

Christine specializes in financial, retirement, and income planning, with a
particular focus on educating individuals and families about tax-efficient
strategies. She is committed to helping clients minimize tax liabilities both
before and during retirement. Her dedication to personalized service includes
the flexibility of meeting clients where it’s most convenient for
them—often traveling to ensure comfort and ease.

Christine began her career in 1988 as a sales assistant and became a fully
licensed financial advisor at JPMorgan Chase in 1994. Over the years, she
has been recognized for her excellence in client service, earning
Outstanding Customer Service and Support awards in 2001, 2004, and
consecutively from 2009 through 2015. In 2016, she chose to become an
independent advisor through LPL Financial, allowing her to offer more
personalized and independent advice. Her commitment to excellence was
recognized again in 2019 when she was named a Five Star Wealth
Manager.1

She studied at Ferris State University and Macomb Community College and
holds her FINRA Series 7, 63, and 66 securities registrations with LPL
Financial.

Christine lives in Michigan with her husband, Craig, and is the proud
mother of two children, Warren and Leah. Outside of work, she enjoys
reading, spending time with her grandchildren, and traveling to the family
cottage in Oscoda.

1 Award based on 10 objective criteria associated with providing
quality services to clients such as credentials, experience, and assets under
management among other factos. Wealth managers do not pay a fee to be
considered or placed on the final list of 2019 Five Star Wealth Managers.

As a CERTIFIED FINANCIAL PLANNER™ and financial advisor through LPL Financial, Eric Birch helps individuals and small business owners pursue their financial goals through personalized advice that is tailored to their specific wants and needs. By providing a comprehensive financial plan and personalized customer service, Eric is able to provide advice pertaining to a wide range of topics based on each client’s unique situation. Eric believes having a plan in place allows for clarity when looking at recommendations with clients, as well as a sense of confidence in times of market volatility. 

Eric specializes in financial planning, retirement planning, income planning, college planning and insurance. He takes pride in his honest, no-pressure approach as he focuses on helping his clients work toward their long-term financial goals. Additionally, he offers flexibility with his clients, traveling to meet with them where convenient.

Prior to joining ClearView Wealth Management, Eric worked at J.P. Morgan for nine years. In his prior role, Eric was a Private Client Advisor, where he worked with high net worth individuals.

In his spare time, Eric enjoys spending time with his wife Nikki and their three sons, Easton, Emmett and Edison.

Educational Background:

• Bachelor of Arts degree in Economics with a Business Cognate from Michigan State University
• Bachelor of Arts degree in Political Science Pre-Law from Michigan State University
• CERTIFIED FINANCIAL PLANNER™ certification from Northwestern University
• Masters of Science degree in Consumer Sciences with a Concentration in Family Financial Planning and Counseling from University of Alabama
• He holds his FINRA Series 6, 7, 63 and 66 securities registrations with LPL Financial

With a career spanning more than three decades, Jeff Lovett brings deep expertise in financial services, wealth management, and insurance planning. His professional journey began in 1987 at National Bank of Detroit (now JPMorgan Chase & Co.), where he advanced through roles in Trust Accounting, Internal Auditing, and Financial Analysis before being promoted to Financial Officer in 1994.

In 1997, Jeff joined Nationwide Insurance as a Financed Community Agent, where he was recognized as one of Michigan’s top producers. In 2002, he became an Independent Contractor, expanding his focus to commercial clients and deepening his work in financial services. In 2017, Jeff transitioned to independent advising with LPL Financial to offer his clients greater flexibility and access to a broader range of retirement and financial planning products.

Jeff holds a Bachelor’s Degree in Economics from Albion College, with additional studies at the University of Stirling in Scotland. He holds FINRA Series 6, 7, 63, and 65 registrations through LPL Financial and is licensed in Life and Health Insurance. He is registered to offer securities products in Michigan, Ohio, Florida, North Carolina, and Texas.

Jeff’s comprehensive approach includes retirement planning, managed accounts, annuities, charitable giving strategies, education funding, long-term care, estate conservation, and more. His passion is helping individuals align their financial lives with their values and long-term goals.

Outside of the office, Jeff is a devoted family man and lifelong volunteer. Since the early 1990s, he has served in numerous ministries—from jails and nursing homes to youth and men’s programs. He leads a monthly church service at the Oakland County Jail and enjoys singing gospel music alongside his daughter Ava at their local church. His faith and commitment to service reflect his belief in helping others work toward reaching their full potential—both financially and personally.

Hi! I’m a Financial Advisor at ClearView Wealth Management, where I help individuals and families take control of their finances, work toward reducing stress around money, and confidently navigate the path toward retirement. We strive to build lasting relationships and provide guidance that’s clear, practical, and tailored to each client’s goals.

I graduated from Calvin University with a B.S. in Actuarial Science and a minor in Data Analytics.  

Born and raised in Michigan, I now live in Rochester where I enjoy exploring local parks and the vibrant downtown area. When I’m not working with clients, you’ll find me on the golf course, running the Paint Creek Trail, watching baseball, and spending time with family.

Let’s connect and create a clear view of your financial future—together.

Laura enjoys her role as an Client Relationship Manager at ClearView Wealth Management because of her love of helping others as well as her deep respect for the commitment that each ClearView advisor has for the wellbeing of their clients.

Recently re-entering the workforce after taking time to care for her young family, Laura enjoys the opportunity to engage and learn about others all while supporting the dedicated ClearView advisors in pursuing their clients’ goals. 

Prior to her time at home, Laura worked at J.P. Morgan for seven years. In her most recent position, Laura was a Private Client Banker and Small-Business Specialist. 

Laura received a Bachelor of Arts degree in Economics as well as a Bachelor of Arts degree in Political Science, both from the University of Michigan. Go Blue!

In her spare time, you can find Laura on the sidelines of a football or hockey game seated beside her husband Mike, cheering for one of their three sons.

"Cate is a Client Service Associate who genuinely enjoys helping others in any way she can. She strongly values being a supportive, reliable resource for our advisers and their clients.

With a Bachelor of Science in Marketing from Oakland University, Cate has developed strong communication skills and continued her love of creating. She especially enjoys collaborating with her team, assisting wherever needed, and contributing to a smooth and welcoming client experience.

Outside of work, Cate has a strong creative side. She loves to draw, paint, animate, and design, and is always looking for new ways to express her creativity. She also enjoys traveling and exploring new places, finding inspiration in different environments and experiences. In her downtime, Cate likes to relax and unwind by playing video games and watching her favorite movies over and over again."

"Jamie enjoys her role as Client Service Associate. She appreciates and respects the trust our clients have in us and works diligently to respond quickly and accurately. Helping people comes naturally to her.

Jamie is a professional photographer and has owned her own business for more than 20 years. During that time, her schedule was flexible and allowed time at home to raise her family. Her oldest son is a Wayne State graduate, her middle son is attending Kalamazoo College, and her daughter is in middle school.

Prior to photography, Jamie was VP of Internal Operations at Thomasville Home Furnishings. She oversaw 3 stores, managed the office staff, and created a streamlined approach to the operation systems giving clients the best experience possible.

Jamie enjoys reading, antiquing, paper crafting, and baking. She loves road trips with her husband, Tony, and their 3 children and looks forward to their annual UP trip each year."