Meet Our Team

Mark Trice

Founder and Lead Advisor

mtrice@clearvistafinancial.com

Mark founded ClearVista Financial in 2008 and has seen exponential growth at CVF with six 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 Financials' 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 M.S 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.

Jasmin Trevino

EXECUTIVE ASSISTANT

JASMIN@CLEARVISTAFINANCIAL.COM

Jasmin joined the ClearVista Team in 2022 and ensures the smooth operation of the firm with office management and support. She is passionate about hospitality and serving others. Jasmin is a graduate of Tarleton State University and just recently moved to Waco. Outside of the office, you can find Jasmin traveling, playing with her dog, Wren, or drinking coffee.

Karen Hawley

ASSOCIATE ADVISOR

KAREN@CLEARVISTAFINANCIAL.COM

Karen entered the financial services industry in 1983 and joined the Clear Vista team in 2023. She strives to help individuals and businesses bring structure to their financial life. She works with our advisors to tailor the plans to each investor's unique needs, including strategies to accumulate, conserve, and distribute wealth.

Karen is a Central Texas native, a graduate of Stephen F. Austin, and obtained her Chartered Life Underwriter and Chartered Financial Consultant from The American College of Financial Services. She is an active member and past president of the Rotary Club of Temple-South. She is currently a group leader in Community Bible Study and she and her husband are members of Immanuel Lutheran Ministry. 

Karen is in the Temple office, located in the Scott and White Employee Credit Union. She enjoys reading, nature, and spending time with grandchildren and their parents!