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Meet the Team

At Clay Financial, our focus is the client—and only the client

At our financial firm, our passion for helping others plan their financial future comes from a deeply personal place. We've seen friends and family members struggle to find the guidance and support they need, and we knew we could make a difference. With our expertise in personal finance and our professional training, we're confident that we can help you prepare for a secure future. We believe that financial education should be accessible to everyone, which is why we take pride in our ability to explain complex concepts in a way that's easy to understand. Above all, we're committed to serving our community and helping individuals like you pursue your financial goals.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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