Focus
Clint concentrates on team development, regulatory oversight, and the ongoing growth of client relationships. His work includes managing investment portfolios for individual clients while supporting retirement plans, cash management needs, and employer sponsored programs for corporate, institutional, and nonprofit organizations. He also participates in researching investment opportunities and contributes to internal investment discussions that support client portfolios.
Earlier in his career, Clint held roles with several bank owned brokerage firms and helped expand a discount trading platform.
Education, Awards & Credentials
- Investment Adviser Representative
- Various insurance licenses
- Bachelor of Science in Business Administration, University of Phoenix
Outside the Office
Clint often shares that one of the most rewarding parts of his work is seeing the firm grow while helping younger professionals develop their careers. He values building a positive and supportive environment where people can learn and advance.
