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1036 Chelsea Avenue, Napoleon, OH 43545

419-592-7783
steve@claridencewealth.com
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Steve Small

Steve Small, AIF®, AAMS®

Founder & Senior Wealth Advisor

(419) 592-7783 x601

(419) 592-7783

steve@claridencewealth.com

Steve has spent more than three decades helping individuals and families make confident financial decisions—especially as they approach and enter retirement. His passion for simplifying complexity, paired with a deep commitment to the...
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Matthew Hardy

Matt Hardy

Vice President, Operations

(419) 592-7783 x602

(419) 592-7783

matt@claridencewealth.com

Matt was born and raised in Okolona, Ohio. He graduated from Napoleon High School and studied accounting at the University of Toledo. He passed his Series 7 examination to become registered with NASD (now FINRA)* in 2001. Prior to...

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Penny Small

Catherine "Penny" Small

Director of Client Services

(419) 592-7783 x600

(419) 592-7783

penny@claridencewealth.com

Penny is married to Steve and helped found Claridence Wealth Retirement Advisors in 2003. Penny (Pritchett) was born in Independence, Missouri, grew up in Waterville, and is a graduate of Anthony Wayne High School and Ohio University....

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Adeline Ripke

Adeline Ripke

Client Services Associate

(419) 592-7783

(419) 592-7783

adeline@claridencewealth.com

Addie has been at Northwest Capital Financial Group since June of 2018. She was born and raised inNapoleon, baptized into St. Paul Lutheran Church and has been a member there since.In 2013, Addie graduated from Napoleon High School and...

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Jordan Braun

Jordan Braun, WMCP®

President & Financial Planner

(419) 579-5300

jordan@claridencewealth.com

Jordan is a lifelong resident of Napoleon, Ohio, where he lives with his wife, Kelsey, and their four children — Luke, Emery, Mavery, and Otto. A follower of Christ, Jordan is actively involved at Napoleon Church of the Nazarene, where...
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Sam & Tobin Small

Sam & Tobin Small

"Roll Over" Specialists

Sam and Tobin are Steve and Penny's mini-sheepadoodles (half Old English sheepdog and half toy poodle). While they can't really help with an investment rollover, they may occasionally be at the office and will be very excited to meet you.
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