Mike Holifield
Managing Partner

Mike Holifield is an accomplished, dynamic Operations Leader with a history of maximizing operational performance across a diverse range of industries. He has a reputation for consistently simplifying and resolving complex cross-functional problems. Mike's leadership style empowers teams to surpass targeted objectives while achieving higher levels of personal professional success. He brings a process-focused approach and coach/mentor mentality that is valued for transforming business cultures to exceed expectations.
Mike Holifield is a retired Captain & Army Ranger for the United States Military. He has been awarded many honors due to his selfless service to his country in leading his men in combat during Operation Iraqi Freedom. Mike enjoys playing and coaching ice hockey, snowmobiling, camping, hiking (not really), boating, and enjoying the great outdoors. He lives in Northern Michigan with his beautiful wife.

David Cadarette
Managing Partner


David Cadarette is the Founder and CEO of CLC Investment Advisors and has over 14 years experience in the insurance & financial services industry. David specializes in retirement planning and focuses on client's overall well being by designing portfolios that are specific to the individual and their goals and dreams.

David was the Captain of the 2000-01 Toledo Storm Championship Team and attended Buffalo State College in Buffalo NY (SUNY) and study Business. His minor league hockey career was with the Huntsville Channel Cats (SEHL) where he captured his second championship and had stints with the Toledo Storm ECHL (Detroit Red Wings NHL) and the Pensacola Ice Pilots ECHL (Tampa Bay Lightning NHL). David spends his time biking, kayaking, hiking and camping with his family. He currently lives in Northern Michigan with his beautiful wife Victoria and their 4 wonderful children.

Kyle Arnold
Financial Services Professional

My name is Kyle Arnold, Investment Advisor Representative with CLC Investment Advisors. I’m a graduate of Western Michigan University but was born and raised in Northern Michigan and have been in the financial service industry for over 2 years.
 
As a financial advisor, I’m diligent on educating myself with the most up to date information and strategies to best help my clients. Since I’ve been a kid, helping people has been a passion of mine. In 2007/2008 I witnessed the impact the financial downturn had on my family members and how it affected their retirement, or lack thereof. This ignited a passion in me to become a fiduciary financial advisor and prevent that from happing to other families. My mission is to help clients protect, preserve, and pass on their wealth to their families through safe, low-risk investments and tax-advantaged programs. My goal is to protect your retirement accounts from losses during market volatility, provide a stream of lifetime income, reduce taxation, (including on your social security benefits, while simultaneously working to maximize your retirement), avoid probate, and provide secure estate planning methods.
 
The biggest compliment I’ve had as a financial advisor is that I’m a great listener. At the end of the day, our client’s money is just that, their money. It’s my job to guide and educate them so they can make the best decisions for them and their family. 
 
I’m married to an amazing woman (Katie) and have three beautiful children, (Kooper, Kampbell, and Kayd). We love any opportunity to get outside and explore new adventures. Sports have always been a big part of my life (Go Lions!) and when I have a little free time, golf is one of my favorite hobbies.

Robert Barber
Life & Annuity Specialist
Petoskey, MI

Robert is a Life & Annuity Specialist with CLC Investment Advisors, LLC.

Jeffrey Abramson
Comprehensive Retirement Advisor
Federal Retirement Consultant, FRC
Boca Raton, FL

Jeffrey Abramson stared his career in 1991 as a commodity trader.  In 1994 he worked at a Series 7 institutional bond broker.

Jeffrey has been working in personal finance since 2011.  Today, he helps client’s using safe money options.  His comprehensive approach includes income planning and investments, estate and legacy planning, chronic illness planning and comprehensive risk management.
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Jeff earned a degree in Economics/Finance.  He lives in Boca Raton, Florida with his wife and three children.

Rhonda Desmond
Executive Sales Assistant​
Petoskey, MI

Rhonda began her career in the financial services industry as a receptionist with Lincoln Financial Advisors while earning her Bachelor's degree in English at San Diego State University. During her time with Lincoln Financial she was promoted to Executive Sales Assistant and Compliance Manager and passed her Series 7, Series 24 securities registrations and Paralegal Certification shortly thereafter. Rhonda and her husband relocated to North Carolina where she accepted a position as Registered Sales Assistant with A.G. Edwards and Sons, a predecessor or Wells Fargo Advisors. Prior to joining CLC Investment Advisors, she served as a Client Associate for 17 years. Rhonda is committed to providing exceptional client service and enjoys developing long term relationships with clients. 

Rhonda and her husband recently relocated to Petoskey, Michigan and are looking forward to exploring the area and experiencing all that Northern Michigan has to offer.

George McFarlane
Retirement Advisor, Insurance and Annuity Specialist

In 2006 George married his beautiful wife Michelle and brought into their marriage a credit score below 500 and a home that was in danger of foreclosure.  George and Michelle dedicated themselves to learning from different financial programs and the counsel of church elders the skills that helped them move into financial stability and credit worthiness.  Though they do not yet have children, they are trying to adopt. George cannot wait to update this bio to say that they have a child!
Later, George began to help disabled seniors remodel their homes so that they were able to continue living there safely.  Though very rewarding, it was also at times heartbreaking to see seniors, who could no longer even bathe safely, be financially unable to make their homes safe to live in.  They had neither the retirement funds nor the ability to be funded through government or charity programs.  It is here that he watched and learned the dire conditions people are forced to live in when they are not properly prepared for retirement. This was the catalyst for him to begin his work in the financial industry.
George is passionate about helping as many people as possible retire with the means necessary to keep their quality of life and be prepared for what life may throw at them in their elder years.  He has over 4 years in the insurance and financial service industry.  He has served as a Federal Retirement Specialist for the last 2 years.  He has now partnered with CLC investment advisors to be able to provide more services and to be able to help anyone who needs help getting prepared for their retirement.  ​

We are a proud member of the safe money places agent network

The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy. 

The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe. 

Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH.
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Please visit our educational website www.SafeMoneyPlaces.com for more information. 

ASK US A FINANCIAL QUESTION

Everyone’s financial situation is unique and there is NOT a one-size fits all retirement plan. Ask us questions and get real answers. ​