Clay specializes in helping individuals and families establish financial goals and exploring alternatives to achieving them. Clay has been passionate about developing financial strategies and employee benefits since joining the firm in 1994. He is a specialist in helping enhance financial security and create wealth through personal and corporate benefit packages that include investment management, life, disability and health insurance as well as retirement strategies. Clay employs a disciplined and strategic approach that strives to maximize potential returns while minimizing overall risk and volatility within a portfolio. He prides himself on being a thoughtful communicator who intuitively educates his clients in areas of risk management and wealth accumulation, as a result, clients gain a peace of mind by understanding their options. Clay specializes in working with physicians, professionals, executives, business owners and corporations, and speaks to over 100 medical programs and corporations annually.

Clay has consistently been distinguished as a top advisor among his peers. He has received numerous awards and accolades for his successful practice, including qualification for the National Association of Insurance and Financial Advisors’ National Quality Award*, along with firm's prestigious Pinnacle Club and Leaders Club. 

Clay lives in Vernon Hills, Illinois with his wife, daughter, son, and dog. He enjoys exercising, yoga, competitive golf, reading, traveling and participates in several charitable organizations including Cycle for Survival and the Rolfe Pancreatic Cancer Foundation. Clay also serves on the Northshore University Health System Planned Giving Advisor Counsel.

Education: BS in Advertising and a minor in Psychology from Bradley University

Credentials: Certificate in Financial Planning from DePaul University, holds registrations for FINRA series 6, 7, 63, 65 and is life, health and disability insurance licensed

*Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. 

Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.

  CA license # 0C28656