Clay works in tandem with our leadership team to conduct critical research and help develop investment strategies and plans to meet individual client needs. Prior to joining Trinity in 2017, Clay served as a finance business partner within Cardinal Health providing insights into forecasting, budgets, data analysis, and risk and opportunity assessments. He held several business management roles for Wallick Communities including business systems implementation and training, financial reporting, and investor communications.

Clay and his wife, Amy, are new parents to their young son, Griffin, and reside in Dublin.

Phone: (614) 848-7667
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CERTIFICATIONS & ACCREDITATIONS

Certified Financial Planner™ (CFP®)

EDUCATION

Bachelor of Arts, Business; Fisher College of Business, The Ohio State University

BOARD APPOINTMENTS / VOLUNTEER WORK

The Commons at Third, volunteer

Veritas Tri-City Church, member-volunteer