Clay has been extensively involved in financial markets for many years, recently celebrating over 25 years of achievement in financial services. In 1984 he started as a senior investment officer with a major national bank. Prior to partnering with Cambridge Financial (which is associated with Penn Mutual, the nation’s second oldest life insurance company - founded in 1847), Clay has affiliated with a number of other large financial institutions and has been awarded some of the industry’s highest honors. As a Lifetime Member* of the Million Dollar Round Table (a worldwide organization), Clay has achieved the status of “Top of the Table”* - which is their highest honor and is only awarded to the top 1% within this prestigious organization. He has also consistently earned recognition as a top producer from the companies with whom he affiliates, including attaining the Chairman’s Council* consistently since 1999, earning lifetime membership in the President’s Club*, and achieving the Circle of Excellence* for outstanding performance with his broker-dealer.

Clay has also demonstrated a keen commitment to strengthening the financial services community as a whole. Clay’s expertise in financial markets has allowed him to recently serve as a member of the Agent’s Advisory Council - an elected leadership committee responsible for representing agents throughout the country and assisting the executive teams and senior management of several national financial organizations in defining strategic initiatives. He has also been nominated to serve on the local board of the National Association of Insurance and Financial Advisors.

 

Clay focuses his practice primarily in three areas: working closely with CPAs, attorneys, and their clients; assisting small business owners and retirees with retirement planning; and working extensively with all types of qualified and non qualified plans with an emphasis on tax reduction strategies and safe money investing. He has also been the keynote speaker at numerous seminars regarding various financial topics of interest.

 

Clay’s passion is protecting the assets his clients have worked so hard to acquire. He loves to be of service to clients, family, friends, and all with whom he comes in contact. Clay is married and has 6 amazing children. He considers his most important treasure to be his wonderful wife and family, and his friends.

Clay is registered to offer securities in the states of California, Colorado, Florida, Idaho, Oregon, Utah and Washington.

 

He is also insurance licensed in Utah, California (License # 0764843), Nevada, Idaho, Arizona, Colorado, Oregon, Washington and Florida.

 

*Memberships, achievements and honors received were based upon sales criteria.