Cresta Clawson

Financial Advisor

Cresta develops collaborative relationships with her clients and is committed to bringing value through comprehensive financial planning where strategies are focused on the client and their specific needs.

It is Cresta's goal to have individuals seek her out when facing life transitions such as preparing for retirement, going through a divorce, receiving an inheritance or changing jobs when many questions arise and planning opportunities exist. She works with individuals, couples, and small business owners and professionals whom she feels appreciate long-term relationships and rely on her transparent and concise communication. She also has a vested interest in empowering women to plan for their growing needs and their financial future.

She believes that her client's emotions toward money and their investment risk tolerance play a significant part in developing a solid financial plan. Careful planning today can help them to enjoy the lifestyle they want in retirement, whether it's traveling, moving into a retirement community or spending time with their grandkids. Tomorrow comes quickly, therefore, her objective is to encourage conversations that develop a game plan for wealth management, income distribution, future health care costs, and estate planning. With the offensive and defensive strategies of their financial plan, Cresta's goal is to have her clients feel comfortable and confident regardless of market growth or volatility.

Cresta grew up in Noblesville and graduated from Indiana University's Kelley School of Business. She and her husband, Chris, and their son, Caden, live in Carmel where they enjoy spending time with friends and family, traveling, connecting with Northview Christian Church members and attending sporting events.

Phone (317) 975-1406
Fax (317) 975-1419
Mobile Phone (317) 809-1866