Our advisors

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

Financial Advisor

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

Trey Elsesser

CFP®, BFA

Financial Advisor

Learn more about Trey Elsesser Visit Trey Elsesser's website
Advisor photo for Thomas Gardner

Thomas Gardner

MBA, BFA, APMA®, CRPC

Financial Advisor

Learn more about Thomas Gardner Visit Thomas Gardner'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
Advisor photo for Deanna Andrews

Deanna Andrews

MBA, APMA®, BFA, CRPC, CFP®

Associate Financial Advisor

Learn more about Deanna Andrews Visit Deanna Andrews's website
Advisor photo for Erin Kolp

Erin Kolp

Associate Financial Advisor

Learn more about Erin Kolp Visit Erin Kolp's website
Advisor photo for Ryan Fisk

Ryan Fisk

BFA, APMA®

Associate Financial Advisor

Marketing Director
Learn more about Ryan Fisk Visit Ryan Fisk's website
Advisor photo for Kaden Matthew Millard

Kaden Matthew Millard

BFA, APMA®

Associate Financial Advisor

Learn more about Kaden Matthew Millard Visit Kaden Matthew Millard's website
Advisor photo for Shawn D Smith

Shawn D Smith

MBA, CFP®, ChFC®, APMA®

Private Wealth Advisor

Learn more about Shawn D Smith Visit Shawn D Smith's website


Our team

Diane S. Hughes

Diane S. Hughes

Practice Manager

Elizabeth Yardley

Elizabeth Yardley

Operations Manager

Stacy Taylor

Stacy Taylor

Executive Assistant

Helen Scribner

Helen Scribner

Client Relationship Coordinator

Nikki Thompson

Nikki Thompson

Client Concierge

Serena de Santiago

Serena de Santiago

Client Service Specialist