CLC Investment Advisors

Finally... something different - CLC Investment Advisors

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    • Fixed Annuity
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  • About
    • Our Firm
    • Our Team
  • Investments
    • Tactical Portfolio Management
    • Riskalyze
  • Retirement Income
    • Fixed Annuity
    • Social Security
  • Protection
    • Life Insurance
    • Long Term Care
  • Strategies
    • Personal Pension Plan
    • Wealth Transfer
  • Videos
  • Resources
  • Contact
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YOUR CART

Meet the team

Kyle Arnold - Financial Services Professional
Mike Holifield ​

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.

Dave Cadarette- Insurance Agent and Financial Advisor
David Cadarette

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
Kyle Arnold

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.

Chris Pemble - Insurance Agent and Financial Advisor
Chris Pemble

Chris Pemble
Life / Health Insurance Specialist

Chris is a partner and retirement planning advisor with CLC Investment Advisors. He specializes in Life and Health Insurance. Chris has 10 years experience in the insurance and financial planning services industry.

As a Ferris state university alumni, Chris was the president and captain of the men’s volleyball team as well as a student assistant coach for Ferris State University‘s women’s program as well. He also played some MPVA events following his college career. 

As a father of four beautiful girls, Chris and his family spend most of their time in the great outdoors hiking swimming camping. In his free time he Enjoys playing golf, fly fishing, and hunting at his family’s property in the upper peninsula of MI. ​

Robert Barber - Insurance Agent and Financial Advisor
Robert Barber

Robert Barber
Life & Annuity Specialist
Petoskey, MI

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

Robert Barber - Insurance Agent and Financial Advisor
Jeffrey Abramson

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.
​
Jeff earned a degree in Economics/Finance.  He lives in Boca Raton, Florida with his wife and three children.

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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.
​
Please visit our educational website www.SafeMoneyPlaces.com for more information. 

ASK US A FINANCIAL QUESTION

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

CLC Investment Advisors
416 E Mitchell St
PO BOX 2060
Petoskey MI 49770
231.675.2693

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DISCLAIMERS:
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor.  Horter Investment Management does not provide legal or tax advice.  Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements.  Insurance and annuity products are sold separately through CLC Insurance.  Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.

Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values.  Low Risk or Low Volatility strategies are generally defined as strategies that have a 10-year maximum drawdown of less than 10%.   Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

Insurance and annuity products are not sold through Horter Investment Management, LLC (“Horter”).  Horter does not endorse any annuity or insurance products nor does it guarantee their performance.  Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies.  All product guarantees depend on the insurance company’s financial strength and claims-paying ability.

​CLC Investment Advisors is not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with CLC Investment Advisors or your own financial professional about your personal situation before making any financial decisions.

Medicare Supplement insurance policies are underwritten by each individual insurance company. CLC INVESTMENT ADVISORS AND THEIR LICENSED AGENTS/PRODUCERS ARE NOT CONNECTED WITH OR ENDORSED BY THE US GOVERNMENT OR THE FEDERAL MEDICARE PROGRAM.

Policies may have limitations and exclusions. For costs and complete details of coverage, contact the agent/producer.

These products and their features and riders may not be available in all states.

This is an insurance solicitation. A licensed insurance agent/producer may contact you.

Medicare Supplement insurance underwriting is conducted by each individual insurance company.

INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS:
CLC Investment Advisors  provides links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither control nor endorse such other websites, nor have we reviewed or approved any content appearing on them. We do not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.

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