News and Events

Cassandra on With Joe Show

Clinton Financial Group’s Cassandra Kozakis Stahl discusses her vision, financial literacy and the importance of planning and hits a hole in one!

Thank you to @iamjosephab and the Milk crew for featuring Cassandra on the With Joe Show!

Click On Episode 2-Money and Mini Golf
Event photo
Event photo

Clinton Financial Group’s Cassandra Kozakis Stahl, a successful graduate from Northwestern Mutual’s Fastrack Academy Class of 256 had the honor of presenting to the Fastrack Academy Class of 267 who represent future leaders and field leadership throughout the country this past September in Milwaukee.


Event photo
Event photo

John Kozakis & Joe Burdi, founding partners of the Clinton Financial Group proudly sponsored a wonderful afternoon of celebrating and empowering women attended by nearly 170 women held on April 14th at Fiddler’s Elbow Country Club.

Event photo

The Clinton Financial Group team at their Empowering Women’s event held on April 14th at Fiddler’s Elbow Country Club.


Event photo
Event photo

Joe Burdi & John Kozakis with New York Times best-selling author of “Left to Tell” Immaculee Illibagiza who is regarding as one of the world’s leading speakers on faith, hope and forgiveness shared her incredible story of survival in unthinkable circumstances and how she created a life that she could not have possibly imagined, positively influencing millions of people around the world.


Event photo

Clinton Financial Group friend & client, Gina Schneider, shared how she is achieving at the highest levels of Johnson & Johnson, a Fortune 500 company and how she has and continues to impact other women around her.

Event photo

Cassandra Kozakis of Clinton Financial Group shared her experience how a woman can enter into and excel in a heavily make dominated career with the right determination, support and vision.

Event photo

Laura Hutchison of Russell Investments dynamically presented the topics of empowering women and specifically taking control of their financial future.

Event photo

Joe Burdi and John Kozakis along with the event co-sponsors of Russell Investments Bill O’Malley, Regional Director, Advisor Solution and Laura Hutchison, Director of Business Solutions & Practice Management.


Event photo
Event photo
Event photo
Event photo

We'd like to share some exciting news!

The Clinton Financial Group is proud to announcement that Eric Marion, Clinton Financial Group’s Financial Advisor has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER and CFP® certification marks in accordance with CFP Board certification and renewal requirements. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.


We are thrilled to announce that we have expanded our team and are now joined by three new team members:

Cassandra Kozakis, Financial Advisor
Ryan LaRoss, Associate Financial Representative
Eric Marion, CLU®, Financial Advisor

Cassandra, Ryan and Eric join our team with the mission to help successful people live their lives fully and confidently through the power of multi-generational planning. As longtime colleagues and experienced Northwestern Mutual representatives, Cassandra, Ryan and Eric will add to the Clinton Financial Group’s 90+ years of collective financial planning experience that affords our clients access to local expertise combined with world-class insurance and investment solutions.

We believe that there is a true void in our marketplace where successful individuals and families can get advice on the best way to achieve the life they imagine. Cassandra, Ryan and Eric specialize in identifying their client’s financial vision and creating a personalized and innovative plan to meet those goals. Ultimately, we are confident this will improve their client’s experience as they help them to define and realize their best possible life.

All of us at the Clinton Financial Group want to thank you for being a valued part of our practice and we welcome the chance to answer any questions you have, and look forward to our continued success together.


Clinton Financial Group - News & Events 2018

Joe and John had the distinct honor of presenting “Going to Market as an Ensemble” at Northwestern Mutual’s 2018 Eastern Regional Meeting on January 5, 2018. Joe and John offered their expertise and insight on how they have come together around a shared vision to build a successful team with the values, expertise and longevity to serve the evolving needs of our clients and their families for generations to come.

“Our clients expect broad expertise, enduring service and accessibility to their financial planning team,” said Joe. “Working together as the Clinton Financial Group, we strive to meet their needs and exceed their expectations.”
“As a team, we believe this will better serve our new and existing clients,” said John. “Our team of specialists and staff are primed and ready to help with every facet of a financial plan.”