As a Senior Financial Advisor, Clay is committed to helping clients achieve their financial goals, whether it's planning for retirement, saving for a child's or grandchild's education, or preserving wealth. Clay takes pride in working for a firm that puts clients' needs first–always.

As a Fundamental Choice Portfolio Manager, Clay provides investment advice that is guided closely by the research recommendations and collective insights of Wells Fargo Securities and other external research firms. Each portfolio follows an investment plan customized to each client’s needs and may represent a blend of stocks, cash alternatives, exchange-traded funds, select closed-end funds, and mutual funds.

Clay's mission is to tailor plans to each client's unique objectives, helping to ensure a secure financial future. His dedication extends beyond his professional role, as he has been an active member of the local community for nearly a decade. Clay has had the privilege of contributing to organizations such as Jay's Hope, Big Brothers Big Sisters, Mercy Health, and Habitat for Humanity.

Outside of work, Clay enjoys playing golf, hunting, fishing, and spending quality time with his family. He and his wife, Leah, reside in Athens with their two children, Linda May and Jason.