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Biography

Clay is a Partner and Advisor in the Santa Barbara office. He joined Cerity Partners following roles as Partner, Chief Compliance Officer, and Advisor at West Coast Financial. Prior to that the cofounder of Pivot Independent Financial. He began his career in New York City in 2001 and has served clients in Santa Barbara since 2002.

Clay balances his day job with a serious love for his wife Rebecca, daughter Loma, and sons Levi and Luke, and an unwavering devotion to pizza, sour candy, and cinnamon rolls.

His life highlights include three healthy, happy kids, wildly mediocre youth sports coaching career, and having never received a single moving violation ticket.

Learn more about my practice.

Education

  • B.A. in Communication from Wake Forest University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.