Our Team of Advisors
Mark Trice
Investment Advisor Representative
512-381-1510
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.
Matthew Boudreaux
Financial Advisor
Matthew joined ClearVista Financial in 2017 and specializes in retirement preparation, cash flow and income generation, life insurance, and tax planning. Matthew knows the value of living well today while planning responsibly for tomorrow.