Client Advisory

Biography

Clint is a Principal in the Louisville office, where he helps clients make smart financial decisions. His responsibilities include meeting with clients and guiding them through decisions regarding investments, taxes, insurance, and retirement plans to create an overall financial plan. Additionally, Clint tracks clients’ plans and informs clients about any changes that may affect their financial goals.

Prior to joining Cerity Partners, Clint worked as a Senior Financial Advisor with ARGI Financial Group. Before that, he worked as a personal financial advisor with a focus on executive benefits.

Education

  • B.B.A. in Management from Marshall University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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