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 focuses on customer service and needs. His emphasis on quick response times and clarity to clients is the reason he has built trust and long-term relationships with his professional connections. Was born and raised in Stockton, CA, studied Business Management and Marketing at Stanislaus State University and holds a California Life, Accident and Health License.
Immediately after attending Stanislaus State, Patrick acquired his Real Estate License and became the top producer at his brokerage and enjoyed a 7-year run before going off on his own to be an entrepreneur.
He turned his attention to consulting with established companies and start-ups, helping them expand market-share through sales.
One of his biggest assets is his network of contacts he has developed in the past 20 years in Real Estate, Shipping, Technology, Education, and Health Care. It is common that he can add value from simply connecting two sides that complement each other.
On his off time, he enjoys recreation league basketball, golf and creating art. In dealing with Patrick, he will efficiently help you achieve your objectives or connect you with someone who can.
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.
Jason holds a Masters of Science in Electrical Engineering and a BS double major in Electrical Engineering and Applied Mathematics. He has run his own businesses, rentals and charities. He even runs a small hobby farm in central California.
Jeremy Goff is a second generation contractor who learned the idea of “Paying it Forward” as a young man. He’s worked successfully in a corporate environment in many different states and had teams ranging from 30 to as large as 200. In his role with these companies, he has been called on to coach and mentor his staff and this has given him a unique perspective on business and personal life.