The right moves for your financial future

Since 1995, Clay has been successfully implementing comprehensive wealth management solutions to ensure long-term, sustainable financial success for individuals, families and investors alike. By taking an in-depth and innovative approach, he is able to help clients identify and accomplish their financial goals while still maintaining an intentional focus on each individual's personal values and goals. Each strategy is deliberately engineered, implemented and analyzed in order to successfully fulfill each clients' needs.

High-net-worth individuals, families and business owners work with Clay in order to:
- Address client priorities: wealth preservation, retirement planning, income distribution, legacy planning, asset allocation, tax mitigation and charitable giving
- Develop and implement a comprehensive wealth management plan in order to help them fulfill their financial needs and goals
- Obtain an independent second opinion from an experienced financial advisor
- Make educated and informed decisions in today's fluctuating economic, political and social environment

Life
– Clay lives in the Greater Houston Area with his wife, Debbie
– He enjoys spending time at the lake with family, wakesurfing, traveling and scuba diving
– He serves at his church and supports nonprofits in the area

Since joining his father's longstanding practice, Jason works with successful families and business owners, bringing experience and skills to help maximize the value of their investments and businesses at all stages of growth. He understands that each decision can have far-reaching implications for your future and takes a holistic approach to managing the personal and professional aspects of your financial life. From disciplined financial planning to proactively managing the complexities of a succession plan, he has the experience and knowledge to bring you important insights and tailored solutions - so that you can move forward with confidence. His dedication to wealth management is guided by a multigenerational approach that focuses on leaving a legacy for your family and stewarding resources well towards charitable causes.

Life
– Jason lives in Montgomery County with his wife, daughter and dog
– He enjoys the outdoors, watersports and traveling
– He serves at his church and charities through local community groups

Cyndi started in the financial industry in 1998. After working for a firm for 21 years, she decided to join the Gilcrease Wealth Management Group at UBS.

Credentials and Licenses:

CFP® - CERTIFIED FINANCIAL PLANNER™, CRPC™, Series 7, Series 63, Series 65, Texas Insurance License

Cyndi is married with 1 son and 1 senior rescue dog. She enjoys traveling, the beach and gardening to attract hummingbirds and butterflies.