Shaun Clearwater’s clients appreciate the unique and personalized approach he brings to their financial journeys. They value the creative, non-traditional strategies he has developed over the last two decades. Shaun emphasizes that optimizing finances requires insulating resources from losses—much like optimizing energy flow through a conductive material, a concept he studied while earning his Bachelor of Science in Electrical Engineering at the University of the Pacific. Without insulation, conductors or bare wires leak energy; similarly, without proper protection, personal finances are vulnerable to forces like market risk, taxes, and inflation. Shaun’s clients feel empowered to achieve their goals as they follow the clear path he develops to guide them from point A to point B. Learn more about Shaun here...
What clients appreciate most about Ryan Webster is his commitment to finding a resolution. With over a decade of experience in project coordination and customer service, Ryan's clients will find that he is an
effective problem solver, who is also full of compassion.
His vast knowledge of computer software allows him to follow up with his clients regularly and efficiently, and help his clients build effective strategies to grow their business through follow up. This, combined with his knowledge of computer hardware and network security make him an IT asset for his clients.
Ryan is a certified life and health agent in the state of California. In his free time, he enjoys practicing his drum set, reading, and composing music. In working with Ryan, you will find that he is an effective problem solver who will get you answers quickly and has the client's best interest in mind.
Patrick McGrath’s clients believe that the cornerstone of a secure financial future is exceptional service and a well structured strategy. Patrick could not agree more. His clients know that his emphasis on quick response times and clarity creates a foundation of trust and reliability, allowing them to plan for lasting financial confidence.
For nearly two decades, individuals and businesses have turned to Patrick for guidance, benefitting from his broad expertise in Real Estate, Shipping, Technology, Education, and Health Care. They appreciate that the person helping them studied Business Management and Marketing at Stanislaus State University, became a top producing real estate professional early in his career, and later branched out to consult with both established companies and start ups on expanding market share.
They also respect Patrick’s passion for balanced living—he takes time to unwind with recreation league basketball, golf, and art. As he looks forward to starting a family in the future, Patrick currently devotes his energy to helping clients develop strategies that protect and grow their wealth. If you desire the confidence that comes from working with someone who can efficiently help you reach your financial goals—or introduce you to the resources you need—Patrick McGrath is ready to guide you.
Tom’s clients believe that the cornerstone of a confident, fulfilling retirement is a well-structured financial plan that provides clarity in every economic climate. As an Investment Advisor Representative with seven years of experience, Tom couldn't agree more. Each client’s retirement strategy is designed with personal attention and professional insight and brings them peace of mind as they work toward their long-term goals.
For nearly a decade, individuals and families have benefited from Tom’s holistic approach to financial planning, which focuses on both protecting and growing wealth. Having founded and sold two businesses in the Las Vegas valley (both of which are still thriving), Tom draws on his entrepreneurial experience to guide clients through complex financial decisions and tailor strategies to their unique needs. He is the Treasurer for Caring Hands of Southern Nevada and is actively involved with the Alzheimer’s Association and ALS Foundation, applying his financial expertise to support causes close to his heart. Tom looks forward to helping you design a financial future marked by stability, security, and success.