Broker Check

Team

 

Mark Trice

Investment Advisor Representative

800-491-4508

512-381-1510

Mark Trice founded ClearVista Financial because he is passionate about helping people find balance in their lives—especially their financial lives. Mark has always been an advocate for accessible and understandable personal financial...

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Matthew joined the Financial Services Industry after gaining valuable experience in education and ministry. He provides individualized financial planning guidance to individuals, families, owner-operator businesses, and to those...

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Brenda Burkes

Client Service Director

800-491-4508

512-381-1510

Brenda joined the ClearVista Financial team in August 2015. She is responsible for all service needs of our clients. Prior to joining, Brenda worked for more than 40 years in the medical financial field including patient billing,...

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Mary Kathryn service as a licensed Client Relationship Manager for ClearVista Financial. Mary Kathryn started her career in the financial industry in 2011 as a Relationship Banker at a leading bank. She focused her professional...

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