Broker Check

Our Team

 

Mark Trice

Lead Advisor

800-491-4508

mtrice@clearvistafinancial.com

Mark Trice founded ClearVista Financial over 10 years ago with a vision to offer financial services to clients wanting to experience financial freedom, security and balance. He is passionate about relationship-centered financial advisement.

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Matthew Boudreaux

Financial Professional

800-491-4508

matt@clearvistafinancial.com

Matthew joined the ClearVista Team in 2017 and specializes in retirement income preparation, life insurance, and tax planning. Matthew knows the value of living well today while planning responsibly for tomorrow.

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Melany Slagle

Executive Assistant

800-491-4508

melany@clearvistafinancial.com

Melany joined the ClearVista Team in 2020 with an exceptional eye for providing administrative support and assistance to both clients and members of our staff. Melany is passionate about utilizing hospitality and grace to make each of...
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Susan Haynes

Service Assistant

Through our partnership with Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients. Susan joined Cambridge in 2018 where she assists financial...
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