Meet Clayton
Clayton Ogden is an operations associate who helps keep things running smoothly behind the scenes at the firm. He enjoys supporting the advisory team and making sure clients have a seamless experience from start to finish. Clayton is detail-oriented, organized, and always focused on helping bring clarity and structure to each client’s overall financial picture.
In his role, Clayton supports day-to-day operations, assists with onboarding, and helps ensure important processes are handled efficiently and accurately. He believes great financial planning is a team effort and takes pride in being someone others can rely on. By staying curious, asking questions, and learning as much as he can, Clayton is committed to growing his skills while supporting both clients and advisors.
Outside of the office, Clayton enjoys spending time outdoors, especially hunting and fishing. He appreciates the patience and discipline those activities require and sees a lot of parallels with his work. Both take preparation, consistency, and attention to detail. Above all, Clayton values strong relationships and spending quality time with family and friends.