Growing up, Clay’s parents never spoke to him about money. Now, it is rare to have a conversation where they don’t.
Joined Lido: 2023
Homebase: Scottsdale, AZ
Professional Focus: Clay is focused on de-mystifying and simplifying financial services for those who are seeking clarity, as well as unwinding the fear surrounding money that many people have. He believes that anyone can understand finances and constantly strives to provide more comprehensive advice and build deeper relationships with his clients.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.S., Personal Financial Planning, Texas Tech University
Previous Work Highlights: Before starting his financial career, Clay served in the U.S. Navy and was stationed in Japan for four years—his taste for sushi is now held to an unrealistic standard. He began working at Ark financial as an Associate Advisor before moving on to be a Lead Advisor for Dew Wealth Management in Scottsdale, AZ.
Personal Facts: Outside of the office, you can find Clay golfing, in a hot yoga class, or finding a new restaurant to try. He also previously volunteered for the Young Men’s Business League, helping fundraise to send Austin’s underprivileged youth to summer camp.
