Our advisors

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

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

Michael Halloran

APMA

Financial Advisor

Managing Partner of Clearfork Wealth Management
Learn more about Michael Halloran Visit Michael Halloran's website

Shawn D Smith

MBA, CFP®, BFA, ChFC®, APMA

Private Wealth Advisor

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

Roseann R Harris

MBA, BFA

Financial Advisor

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

Trey Elsesser

APMA

Financial Advisor

Learn more about Trey Elsesser Visit Trey Elsesser's website

Deanna Andrews

MBA

Associate Financial Advisor

Learn more about Deanna Andrews Visit Deanna Andrews's website

Thomas Gardner

MBA, APMA

Financial Advisor

Learn more about Thomas Gardner Visit Thomas Gardner's website


Our team

Diane S. Hughes

Diane S. Hughes

Practice Manager

Elizabeth Yardley

Elizabeth Yardley

Client Service Manager

Stacy Crawford

Stacy Crawford

Executive Assistant

Helen Scribner

Helen Scribner

Administrative Assistant

Erin Kolp

Erin Kolp

Client Relationship Manager,

Marketing Specialist
Serena de Santiago

Serena de Santiago

Client Service Specialist

Amanda Thompson

Amanda Thompson

Client Concierge