facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Team

Mark Trice Photo Mark Trice Hover Photo
hide

Mark Trice

Founder and Lead Advisor

Mark Trice

Mark Trice

Founder and Lead Advisor

mtrice@clearvistafinancial.com


Mark founded ClearVista Financial in 2008 and has seen exponential growth at CVF with seven Central Texas locations, offering unparalleled financial services to clients who want to experience financial freedom, security and balance. He is passionate about clear, accessible, relationship-centered financial planning and has developed the Spend Life Well model, offering clients the tools and expertise to achieve their financial goals.

As a finance lecturer and former researcher at George Mason University, Mark discovered that proven economic principles, when applied to financial planning, could create financial targets that are achievable, sustainable and support the goal of a balanced life. The result was the Spend Life Well model and ClearVista Financial’s unique economics approach to financial planning.

Mark is a successful entrepreneur, business advisor and personal finance consultant. With more than 25 years of industry experience, Mark has served as an executive with a number of companies such as PricewaterhouseCoopers and DLA Piper. Additionally, he has founded several successful small businesses in the environmental and real estate industries. Mark earned his MBA in applied economics at The University of North Texas and his bachelor’s degree from Baylor University.

Mark is a strong believer in stewardship—the idea that we all have a responsibility to share our gifts and talents to sustain and improve our community. He and his family are active members at Harris Creek Baptist Church and live in Central Texas.
Matthew Boudreaux Photo Matthew Boudreaux Hover Photo
hide

Matthew Boudreaux

Financial Professional

Matthew Boudreaux

Matthew Boudreaux

Financial Professional

matt@clearvistafinancial.com


Matthew joined the ClearVista Team in 2017 and specializes in retirement income preparation, life insurance, and tax planning.

Matthew has a passion for building relationships. He takes time to listen to his clients, will identify potential blind spots, and answer any questions in a judgement-free conversation. He prioritizes each client’s unique financial goals and puts a specialized plan in place to maximize their time, talents and resources. Matthew is exceedingly thorough, competent and professional with his clients. He values making an impact in his clients’ lives as he assists them in alleviating debt, minimizing taxes, preparing for the future, and protecting their loved ones.

Matthew is originally from south Louisiana, and is a graduate of Evangel University. He and his wife, Blanche, have four children and enjoy music, college football and spending time together as a family.

 Jesse Hamilton Photo  Jesse Hamilton Hover Photo
hide

Jesse Hamilton

Financial Associate

Picture coming soon

Jesse Hamilton

Financial Associate

jesse@clearvistafinancial.com


Jesse joined the ClearVista Team in 2020 after completing his MBA at Baylor University.  Jesse lives in Waco with his wife, Emily.  Outside of financial wellness and building relationships, Jesse is passionate about music and spending quality time with friends.
Melany Slagle Photo Melany Slagle Hover Photo
hide

Melany Slagle

Executive Assistant

 Melany Slage

Melany Slagle

Executive Assistant

melany@clearvistafinancial.com


Melany joined the ClearVista Team in 2020 with an exceptional eye for providing administrative support and assistance to both clients and members of our staff.

Melany is passionate about utilizing hospitality and grace to make each of our clients feel welcome and at home. She has experience working compassionately with people in all aspects between obtaining her respiratory therapy license and accommodating students as the high school librarian.

Melany is supported by her loving husband of 23 years as well as her daughter and son, both attending Texas Tech University. Melany is driven by her faith and proudly serves the Lord in everything she does.
Susan Haynes Photo Susan Haynes Hover Photo
hide

Susan Haynes

Service Assistant

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.