The Team

Clearfork Wealth Management

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Shawn D Smith

Shawn D Smith

Private Wealth Advisor

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Designations

CFP®, MBA, ChFC®, APMA®, CKA®

Top Areas of Focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

Texas Christian University - Masters of Business Administration, Texas A&M University - Bachelors of Science
CA Insurance #0G47063 AR License #1134575

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Jason Todd Fisk

Jason Todd Fisk

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Education

BA Finance - University of Texas in Arlington
AR License #1232842

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William Linc Campbell

William Linc Campbell

Financial Advisor

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Designations

CFP®, APMA®, BFA

Top Areas of Focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

BAAS, Anthropology & Behavioral Science, 1997 - University of North Texas

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Michael Halloran

Michael Halloran

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies

Education

B.A., Baylor University 2005

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Homer Dansby

Homer Dansby

Financial Advisor

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Designations

MBA, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Family Finances

Education

B.S. Majors in Mathematics and Psychology; Troy University; Troy, AL, MBA with Finacial Emphasis; Wichita State University; Wichita, KS

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Edward Estes

Edward Estes

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies

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Sanger Smith

Sanger Smith

Financial Advisor

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Designations

BFA, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies

Education

B.S., Texas A&M University

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William Elsesser

William Elsesser

Associate Financial Advisor

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Designations

APMA®

Education

BA, Double Major in Finance and Marketing, Stephen F. Austin State University

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