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.
Meet Our Team
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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.
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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.
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Karen Hawley
Associate Advisor
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!
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Donald Turner
Insurance Specialist
Donald Turner
Insurance Specialist
don@clearvistafinancial.com
Donald has been serving in the financial services industry since 1977 and joined the ClearVista Team in 2021. Seeking to help others grow 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.
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Jasmin Trevino
Executive Assistant
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.
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Jessica Barrow
Marketing Director
Jessica Barrow
Marketing Director
jessica@clearvistafinancial.com
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.
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Susan Haynes
Service Assistant
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.