Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Risk Management Strategies, Estate Planning, Group Benefits, Business Succession Planning, Financial Education
At WestPoint Financial Group, Clay is dedicated to making a difference in people’s lives. He prides himself in getting to know each client so that he can understand their individual needs and what matters most to them. This helps him recommend products and strategies designed to meet their current, and more importantly, future needs.
Clay is a graduate of the Univeristy of Illinois Urbana-Champaign. He received a degree in Finance with a focus on international markets and derivatives. Prior to joining WestPoint Financial Group, Clay worked at Pardo Capital and the Gelber Group.
In his free time, Clay enjoys coaching for the Winnetka Hockey Club, golfing, cooking, running, and spending time with his family.
University of Illinois
Coach - Winnetka Hockey Club
10 S LaSalle Street Suite 2400
Chicago, IL 60603