Our Team
Mark Trice
Lead Advisor
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 Professional
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.
Melany Slagle
Executive Assistant
melany@clearvistafinancial.com
Susan Haynes
Service Assistant