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The Practice
The professionals at Goldberg Clouse & Edgell work to assist clients with implementing insurance and financial strategies to help meet their retirement, estate and business planning objectives including business continuation and charitable giving plans.

The principals have over 96 years of combined experience in related planning areas.  Their number one goal in dealing with clients is to provide the highest level of service possible. Through consistant effort and a reputation for integrity, the firm has built a solid base of satisfied clients across 34 states who have highly recommended them to their friends and colleagues.

Meet Our Team
The Principals
Richard C. Clouse began his insurance career in 1972 and subsequently entered into the financial services industry. He has an extensive background in retirement planning, wealth transfer planning and macroeconomic planning. Rich holds the designation of Certified Life Underwriter as well as Chartered Financial Consultant.  He is a Life member of the prestigious Million Dollar Round Table and has been recognized with the national quality award 16 times.

Richard C. Clouse, Jr. joined the financial services industry in 1993. His background includes experience in commercial real estate, financial planning and asset management. Ric is a member of the Institute for Certified Investment Management Consultants and the Investment Management Consultant's association.  Ric is also an Accredited Investment Fiduciary (AIF). In addition, he has earned the CHARTERED RETIREMENT PLANS SPECIALIST designation awarded by the College for Financial Planning.  In 2004, Mr. Clouse, Jr. was named to the "40 Under 40" list by Columbus Business First.  Ric is also a Founding Lecturer-Advisor at The Retirement Advisor University.

Nathan A. Goldberg began his insurance services career in 1965 and subsequently entered into the financial services industry.  Nate is a Certified Life Underwriter and a Charter Financial Consultant.  He is a past president and board member of the Columbus, Ohio Chapter of the Certified Life Underwriters Association.  He has been a member of the prestigious Million Dollar Round Table for 32 years and was honored with the Sam A. Chickerella Hall of Fame Award.
The History
Goldberg Clouse & Edgell was formed in 2000. A desire to pool their experiences and expand the scope of services they provided their clientle led Rich, Ric and Nate to form Goldberg, Clouse & Edgell . It is the combination of three firms, each with more the 26 years of client service.  We have a wide base of experience ranging from individual insurance and financial planning to Corporate benefits and advanced estate tax issues. We advise clients in 40 states and the District of Columbia.

The team that Goldberg, Clouse & Edgell has created allows each principal to focus on their particular area of specialization.  This creates powerful synergies and it is our clients that benefit. In addition to assisting their respective clients, the principals are active in business and industry organizations as well as community service groups.
Contact Us
5008 Pine Creek Drive Ste. B
Westerville, OH  43081
Tel: (614) 895-0123 
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 Goldberg, Clouse & Edgell • 5008 Pine Creek Drive Ste. B • Westerville, OH  43081 • Tel: (614) 895-0123 • Fax: (614) 895-0365 • Email:

Securities offered through Kestra Investment Services (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services (Kestra AS). Goldberg Clouse & Edgell  is a member of PartnersFinancial a platform of NFP Insurance Services, Inc. (NFPISI). Goldberg Clouse & Edgell and NFPISI is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of  Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact Kestra IS Compliance Department at 512-697-6000.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, ID, IL, IN, KS, LA, ME, MD, MI, MS, NJ, NM, NY, OH, PA, RI, SC, TN and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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