Clay works closely with affluent individuals and families to help them streamline the intricacies of significant wealth. His clients turn to him as their key advisor in all financial matters. As a fiduciary advisor, he works with clients to develop sustainable strategies that are tailored to their lifestyle and long-term aspirations. His primary objective is to provide his clients with a path to financial independence so they can focus on what they most enjoy.
Clay resides in Wilmington, Delaware with his wife Madison and son Kelly. When he’s not working, you can typically find him at the golf course or cooking for his family and friends. Clay also supports several local charities including the Cancer Support Community of Delaware and the Multiplying Good Foundation.