Clint works alongside our financial planning team guiding clients through our 4-Step Financial Planning process. He conducts thorough ongoing financial reviews and maintenance meetings.
Clint is a CERTIFIED FINANCIAL PLANNING PROFESSIONAL™ with over five years of experience. He holds his Series 7, 63, 65, SIE through LPL Financial and Life & Health Insurance Licenses. Clint's favorite part about financial planning is the opportunity to help his clients pursue their dreams through financial planning.
Clint attended the University of The Cumberlands where he obtained his degree in Business. He relocated from Kentucky to St. Louis with his wife, Lauren. Outside of work, Clint enjoys golf, staying active, and watching The University of Kentucky athletics!
Getting to Know Clint
Favorite food: Bone-in Ribeye
Favorite quote: "Things work out best for those who make the best of how things work out." - John Wooden
Best piece of financial advice received: "Don't try keeping up with the Joneses, you don't know where they're headed."
Favorite holiday: Thanksgiving
Favorite movie: The Godfather
Hidden Talents: Placed 9th in the 2002 Soap Box Derby
If you could meet anyone, past or present, it would be: Tom Brady
What motivates you: Learning something new every day
Place you would most like to visit: Amalfi Coast
Favorite book: Tom Rath & Donald O Clifton, Ph.D.
Bucket list item: Attend the Super Bowl every year
Biggest accomplishment: Marrying my wife