Clearfork Wealth Management

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Advisor photo for Jason Todd Fisk

Jason Todd Fisk

CRPC

Private Wealth Advisor

Chief Executive Officer of Clearfork Wealth Management
Visit Jason Todd Fisk's website
Advisor photo for Shawn D Smith

Shawn D Smith

MBA, CFP®, BFA, ChFC®, APMA

Private Wealth Advisor

Visit Shawn D Smith's website
Advisor photo for Linc Campbell

Linc Campbell

CFP®, APMA, BFA, CEPA®

Private Wealth Advisor

Managing Partner of Clearfork Wealth Management
Visit Linc Campbell's website
Advisor photo for Michael Halloran

Michael Halloran

APMA

Financial Advisor

Managing Partner of Clearfork Wealth Management
Visit Michael Halloran's website
Advisor photo for Trey Elsesser

Trey Elsesser

APMA

Financial Advisor

Visit Trey Elsesser's website
Advisor photo for Roseann R Harris

Roseann R Harris

MBA, BFA

Financial Advisor

Visit Roseann R Harris's website


Team

Diane S. Hughes

Diane S. Hughes

Practice Manager

Elizabeth Yardley

Elizabeth Yardley

Client Service Manager

Stacy Crawford

Stacy Crawford

Client Service Specialist

Helen Scribner

Helen Scribner

Administrative Assistant

Erin Kolp

Erin Kolp

Client Relationship Manager,

Marketing Specialist