The Team

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.


Our Advisors

Matt Robins

Matt Robins

Private Wealth Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Finance: Western Illinois University 1999-2003
AR License #7887861

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Nick Stamatis

Nick Stamatis

Private Wealth Advisor

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Designations

CRPC®, CMFC®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investments
CA Insurance #0E90595 AR License #8422129

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Joe Creecy

Joe Creecy

Private Wealth Advisor

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Designations

CRPC®, CDFA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Investment Management

Education

University of Oklahoma, BA Political Science, 1990

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Tate Lamastus

Tate Lamastus

Financial Advisor

Nolan Phillips

Nolan Phillips

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Insurance

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Drew Britt

Drew Britt

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

University of Tennessee at Knoxville, Bachelor of Science in Finance

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Our Staff

Jennifer Hoover

Jennifer Hoover

Operations Director

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Roles & Responsibilities

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

Audrey Riggs

Client Service Manager

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Roles & Responsibilities

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

Kasandra Bennett

Operations Specialist

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Roles & Responsibilities

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

Ashlee Trusik

Operations Specialist

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Roles & Responsibilities

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

Haley White

Marketing Specialist

Client Relationship Manager
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Roles & Responsibilities

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

Jessica Hockenbery

Financial Planning Specialist

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Roles & Responsibilities

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

Kelley Rolfsen

Financial Planning Specialist

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Roles & Responsibilities

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

Kimberly Combs

Administrative Assistant

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Roles & Responsibilities

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