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 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.
Jacob Lentz
Client Development Executive
Jacob Lentz
CLIENT DEVELOPMENT EXECUTIVE
JACOB@CLEARVISTAFINANCIAL.COM
Jacob joined the ClearVista Team in 2024 and works to forge relationships in the community between ClearVista and other great businesses in Central Texas. Jacob received his bachelor’s from Chicago State University where he played on the Cougar’s baseball team. He is married and resides in the Waco area with his wife Kaydi. They enjoy time spent with family, watching sports, and supporting their Michigan sports teams.
Jesse Hamilton
Financial Advisor
Jesse Hamilton
Financial advisor
jesse@clearvistafinancial.com
Jesse joined the ClearVista Team in 2020 after completing his MBA at Baylor University. He lives in Waco with his wife, Emily, and daughter, London. In his experience as an advisor, Jesse has developed a specialty in financial planning for those looking to build wealth and enter retirement with confidence. He believes we all should be good stewards of our blessings, which includes giving generously and planning for the future. He is a member of the Kingdom Advisors and a co-host of the Spend Life Well Show. Outside of financial wellness and building relationships, you might find Jesse enjoying a sporting event, playing the keyboard at his church, or turning a wrench on a project car.
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!
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.
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.
Susan Haynes
Administrative Professional, Cambridge Source Office Assistant, Marketing
Susan Haynes
ADMINISTRATIVE PROFESSIONAL
CAMBRIDGE SOURCE OFFICE ASSISTANT, MARKETING
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on some of our administrative tasks. Susan Haynes joined Cambridge in 2018. In her current role, Susan assists financial professionals with administrative responsibilities including account management, reporting and planning, communication, and client management. Susan has completed the Cambridge Client Service Excellence (CCSE) certification training and is Six Sigma Yellow Belt certified. She currently lives in southeast Iowa, where she enjoys traveling and spending time with her family