The Team

Clearfork Wealth Management
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Shawn D Smith

Shawn D Smith

Private Wealth Advisor

More about me...

Designations

CFP®, MBA, ChFC®, APMA®

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

VISIT MY WEBSITE

Jason Todd Fisk

Jason Todd Fisk

Financial Advisor

More about me...

Top Areas of Focus

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

Education

BA Finance - University of Texas in Arlington

VISIT MY WEBSITE

Michael Halloran

Michael Halloran

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Charitable Giving
  • Intergenerational Planning
  • Wealth Preservation Strategies

Education

B.A., Baylor University 2005

VISIT MY WEBSITE

Edward Estes

Edward Estes

Financial Advisor

More about me...

Designations

CRC®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies

VISIT MY WEBSITE

Homer Dansby

Homer Dansby

Financial Advisor

More about me...

Designations

MBA

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

VISIT MY WEBSITE

Steve Tawadrous

Steve Tawadrous

Financial Advisor

More about me...

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

University of North Texas - Bachelor of Business Administration in Finance

VISIT MY WEBSITE

Roseann R Harris

Roseann R Harris

Financial Advisor

More about me...

Designations

MBA

Top Areas of Focus

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies

Education

Masters of Business Administration, Texas Christian University, Fort Worth, Texas, 1979, Bachelor or Business Administration, Texas Wesleyan University, Fort Worth, Texas, 1977.

VISIT MY WEBSITE

Our Staff

Diane S. Hughes

Diane S. Hughes

Business Development Manager

Jill S. Roberts

Jill S. Roberts

Marketing Manager

Office Manager
Mikaela Spicer

Mikaela Spicer

Client Service Specialist