Are we the right fit? Let's find out.
We offer a no-obligation phone conversation with one of our financial professionals. During this phone call, we will get to know you, learn about your financial goals, and see if we're a good match.
Mark Trice
Founder and Lead Advisor
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.
Jesse Hamilton
Financial Advisor
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.
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.
