Matthew joined the ClearVista Team in 2017 and specializes in retirement income preparation, life insurance, and tax planning.
Donald has been serving in the financial services industry since 1977 and joined the ClearVista Team in 2021. Seeking to help others grown and protect their assets, Donald specializes in estate and retirement planning. He also works with small businesses to establish and maintain employee benefits programs and business succession plans for owners. Donald is a native Austinite and resides in Georgetown with his wife. Outside of the office, Donald enjoys spending time with family and is active in his local church.
Jessica joined the ClearVista Team in 2021 and is passionate about building relationships online. She seeks to bring a creative and strategic approach to making financial planning accessible and easy to understand. Outside of the office you can find Jessica, sitting in a local coffee shop designing a logo or somewhere with a camera in hand.
Through our partnership with Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients. Susan joined Cambridge in 2018 where she assists financial advisors with administrative responsibilities. She currently lives in southeast Iowa where she enjoys traveling and spending time with her family.