Our advisors

Advisor photo for Shawn D Smith

Shawn D Smith

MBA, CFP®, BFA, ChFC®, APMA, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Shawn D Smith Visit Shawn D Smith's website
Advisor photo for Jason Todd Fisk

Jason Todd Fisk

CRPC

Private Wealth Advisor

Chief Executive Officer of Clearfork Wealth Management
Learn more about Jason Todd Fisk Visit Jason Todd Fisk's website
Advisor photo for Linc Campbell

Linc Campbell

CFP®, APMA, BFA, CEPA®

Private Wealth Advisor

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

Michael Halloran

APMA

Financial Advisor

Managing Partner of Clearfork Wealth Management
Learn more about Michael Halloran Visit Michael Halloran's website
Advisor photo for Roseann R Harris

Roseann R Harris

MBA, BFA

Financial Advisor

Learn more about Roseann R Harris Visit Roseann R Harris's website


Our 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