Meet the Team at Clearview Insurance and Financial Services

Passionate Professionals Dedicated to Protecting Your Health, Finances, and Legacy

At Clearview Insurance and Financial Services, our team is dedicated to helping you achieve financial security and peace of mind. With decades of combined experience, we offer personalized guidance to address your unique health, financial, and estate planning needs. Meet the professionals who are ready to partner with you on your journey toward a prosperous future.

Jody Patteson, LUTCF, LTCP:

Jody Patteson brings extensive expertise in financial and insurance planning, holding two distinguished designations: LUTCF (Life Underwriting Training Council Fellow) and LTCP (Long Term Care Professional).

Education:

Jody earned a B.S. in Financial Management from Missouri State University and graduated from Waynesville High School. His professional training includes seven courses focused on insurance and financial planning objectives.
Accomplishments:

As a professional in the insurance and financial industry, Jody continues to update his education annually to stay current with industry trends.
Community:

Jody is a member of NAIFA (National Association of Financial and Insurance Advisors) and supports various organizations, including CRU, the Muscular Dystrophy Association, and Harmony House. He’s also a member of the National Livestock Association and is passionate about animal health and food safety.
Personal:

Jody was born in Springfield and raised in Waynesville. He loves traveling to national parks with Kerry. He enjoys ranching and raising hormone-free cattle on his family’s ranch while advocating for conservation. He and Kerry have two children, a son-in-law, daughter-in-law and a granddaughter.

Kerry McManus, BS

Kerry McManus is an independent insurance agent who helps clients develop strategies to manage personal and business finances effectively.

Education:

Kerry graduated with a B.S. in Business from the School of the Ozarks (now College of the Ozarks) and pursued an M.B.A. at Drury University, she has completed the courses for the Certified Financial planner designation.
Accomplishments:

She applies her expertise to guide clients in managing their finances with care and precision.
Community Involvement:

Kerry is actively involved in organizations like the Missouri State University Founders Club and their church. Tent Theatre, P.E.O., Springfield Regional Opera Guild, and Missouri Council of the Blind, among others.
Personal:

Raised on a family farm in Blue Eye, Kerry enjoys riding her horse, traveling, hiking, camping, and cooking in her free time.

Clearview’s dedicated team brings a wealth of knowledge, community involvement, and passion for helping clients secure their future. Our advisors are ready to partner with you on your financial journey and provide expert guidance that aligns with your unique needs.