Clay earned his Bachelor of Business Administration from the University of Louisiana at Monroe, with concentrations in Finance and Computer Information Systems. Prior to joining the team, he worked in wealth management, gaining experience across a broad range of financial services, including Investment and retirement accounts, insurance, alternative investments, and financial planning strategies. His experience allowed him to work closely with both advisors and clients, developing a strong appreciation for the importance of personalized service, attention to detail, and building lasting relationships.
Outside of work, Clay enjoys spending time with his wife, Emily, and their yellow Labrador Retriever, Cash. He enjoys staying active through running and weight training and spending time outdoors golfing, hunting, and fishing. He also loves to play basketball and pickleball. After growing up in Monroe, Louisiana, Clay is excited to call North Texas home and looks forward to exploring the area, meeting new people, and becoming part of the community. Most importantly, Clay is thrilled about this next chapter and looks forward to meeting and working with our clients and families he will have the opportunity to serve.