ClearTrust Wealth Advisors

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Matt Robins

Matt Robins

Private Wealth Advisor

Visit Matt Robins's website
Nick Stamatis

Nick Stamatis

Private Wealth Advisor

Visit Nick Stamatis's website
Joe Creecy

Joe Creecy

Private Wealth Advisor

Visit Joe Creecy's website
Tate Lamastus

Tate Lamastus

Financial Advisor

Visit Tate Lamastus's website
Nolan Phillips

Nolan Phillips

Financial Advisor

Visit Nolan Phillips's website
Drew Britt

Drew Britt

Financial Advisor

Visit Drew Britt's website

Team

Jennifer Hoover

Jennifer Hoover

Operations Director

Roles & Responsibilities

  • Jennifer is responsible for leading the operations, staff, and logistics of the entire office.
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Audrey Riggs

Audrey Riggs

Client Service Manager

Roles & Responsibilities

  • Audrey is responsible for scheduling all client meetings, managing the advisors' calendars, and maintaining our client service models.
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Kasandra Bennett

Kasandra Bennett

Operations Specialist

Roles & Responsibilities

  • Kasandra is responsible for all rollovers, business processes, contributions, distributions, and money movement.
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Ashlee Trusik

Ashlee Trusik

Operations Specialist

Roles & Responsibilities

  • Ashlee is responsible for client data, meeting preparation, and follow-up letters.
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Haley White

Haley White

Marketing Specialist,

Client Relationship Manager

Roles & Responsibilities

  • Haley is responsible for all marketing activities for the office, including client events, social media, and new client acquisition.
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Jessica Hockenbery

Jessica Hockenbery

Financial Planning Specialist

Roles & Responsibilities

  • Jessica leads our financial planning department, including client information updates, data entry, and financial planning reports.
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Kelley Rolfsen

Kelley Rolfsen

Financial Planning Specialist

Roles & Responsibilities

  • Kelley assists our financial planning department, including client information updates, data entry, and financial planning reports.
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Kimberly Combs

Kimberly Combs

Administrative Assistant

Roles & Responsibilities

  • Kim is responsible for the reception area, incoming mail log, scanning, and office maintenance and expenses.
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