Clay is an independent financial advisor who specializes in comprehensive wealth management. He began his career utilized his CPA license in the world of public accounting specializing in the financial services industries. This background in business has him well prepared to help guide clients through diverse situations. He joined Rexroad Retirement and Wealth Management in 2021 where he made the transition of focusing on individuals rather than corporations. Clay is a Certified Financial Planner® professional helping clients understand their goals and build successful financial plans.
Clay believes the key in all client relationships is to first listen well. Financial planning can be such a complex issue because people often have unique and complicated goals. Taking the time to listen and fully understand these goals is the best way to formulate solutions. Complex situations often require very strategic “outside of the box” thinking, and this is where he believes a great advisor can make a lasting difference. As a fiduciary asset manager, his clients always come first, and the service for them is paramount. He aims to add value to clients by building confidence that grows day by day, year by year, decade by decade, until the goals have been achieved.
Outside of the office, Clay enjoys spending time with his growing family, challenging anyone to any sport, and staying active with his local church family.