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 Boudreaux joined the ClearVista Financial team in 2017 as a result of seeking for a firm that provides a comprehensive, balanced financial planning approach. He is a Registered Investment Representative and enjoys helping...

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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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Amy Wilson

Client Relations Manager

254-265-6763

254-230-9585

Amy joined the ClearVista Financial team in 2017. She is responsible for communications with our clients, educational workshops and advisor scheduling. Amy lived and worked in England until she moved to Texas in 2016 to reconnect with...

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