EDUCATION

University of the Cumberlands - Bachelor of Business Administration

PROFESSIONAL

Clint began his career in wealth management and financial planning as a Wealth Management Advisor at Meridian Wealth Management in Lexington, Kentucky. In 2020, Clint moved to LPL Financial in St. Louis where he worked as Client Relationship Manager and Financial Planner.  In these roles, Clint served as the primary point of contact with clients, prepared financial plans, made and helped implement recommendations to help client s remain on track with their goals.

 

In his position as Wealth Planner, Clint is responsible for creating and proactively monitoring clients’ financial plans. He collaborates with their Client Care team of professionals and specialists, guiding clients through critical financial decisions and life events. His goal is to help them achieve the firm’s mission: to become and remain financially self-reliant.

 

Clint is a Certified Financial Planner® (CFP®) professional, a designation that demonstrates his proficiency in financial planning, risk management, investment, tax efficiency, retirement, and estate planning advising.

 

Clint holds his Series 63, 65 and 7 securities registrations with LPL Financial, as well as his Life and Health license.

PERSONAL

Kentucky natives, Clint and his wife Lauren have shared a bond since their seventh-grade year, a testament to their enduring partnership. Alongside their son Coleman, they find joy and adventure in life beyond the office.

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Clint has a penchant for golf, a passion cultivated amidst the green expanses of St. Louis. Together with Lauren, they cherish travel and outdoor pursuits, and they're avid supporters of the University of Kentucky Basketball team, sharing a love for the game and their home state.