ClearTrust Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for ClearTrust Wealth Advisors
Team photo for ClearTrust Wealth Advisors

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Advisors

Matt Robins

CRPC, APMA, CEPA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Matt Robins's website

Nick Stamatis

CRPC, CMFC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Nick Stamatis's website

Joe Creecy

CRPC, CDFA®, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Joe Creecy's website

Nolan Phillips

Financial Advisor

Visit Nolan Phillips's website

Adam Neelly

APMA

Financial Advisor

Visit Adam Neelly's website

Drew Britt

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Drew Britt's website

Tate Lamastus

CFP®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Tate Lamastus's website


Team

Audrey Riggs

Audrey Riggs

Client Service Manager

Roles & Responsibilities

  • Audrey is responsible for scheduling, prepping, and following-up client meetings.
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Jessica Hockenbery

Jessica Hockenbery

Financial Planning Specialist

Roles & Responsibilities

  • Jessica is responsible for assisting in all financial planning needs, including client information updates, data entry, and financial planning reports.
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Kelley Rolfsen

Kelley Rolfsen

Financial Planning Specialist

Roles & Responsibilities

  • Kelley is responsible for assisting in all financial planning needs, including client information updates, data entry, and financial planning reports.
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Kimberly Combs

Kimberly Combs

Administrative Assistant

Roles & Responsibilities

  • Kim is responsible for greeting clients, maintaining office operations, and handling billing needs.
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