ClearTrust Wealth Advisors

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Matt Robins

Matt Robins

CRPC®, APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Matt Robins's website
Nick Stamatis

Nick Stamatis

CRPC®, CMFC®, CLTC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Nick Stamatis's website
Joe Creecy

Joe Creecy

CRPC®, CDFA®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Joe Creecy's website
Nolan Phillips

Nolan Phillips

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Nolan Phillips's website
Tate Lamastus

Tate Lamastus

CFP®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Tate Lamastus's website
Drew Britt

Drew Britt

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Drew Britt's website

Team

Audrey Riggs

Audrey Riggs

Client Service Manager

Roles & Responsibilities

  • Audrey is responsible for scheduling, prepping, and following-up client meetings.
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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 managing all investment and trading operations, maintaining client account compliance, and monitoring practice reports.
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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 is responsible for assisting in all financial planning needs, including client information updates, data entry, and financial planning reports.
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Kelley Rolfsen

Kelley Rolfsen

Financial Planning Specialist

Roles & Responsibilities

  • Kelley is responsible for assisting in all financial planning needs, 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 greeting clients, maintaining office operations, and handling billing needs.
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