Rogers, AR

Specializing in portfolio management and advising clients, Clay holds a Chartered Financial Analyst (CFA) designation. He graduated from the University of Arkansas with a degree in Accounting and is from the Northwest Arkansas area. He has worked in the investment industry since 2003 and is Series 7, 63 and 65 registered.

Outside of work, Clay enjoys snow skiing, mountain biking, fishing, and camping with his family. He serves on the Rogers City Council and he is also on the board of the Rogers Cycling Festival, a non-profit that supports local bike programs.

Tracie graduated from the University of Southern California in Los Angeles, CA, with a Bachelor of Arts degree in Psychology.

She obtained her series 7 and 66 registrations and her life and health license in 2002 and has been helping individuals and businesses ever since. She focuses on investments, health insurance, retirement planning, Medicare plans, and long-term care insurance.

Tracie enjoys riding horses, gardening, volunteering, and spending time with her husband and three children outside of work.

Erik has been a part of WealthPath since the beginning and brings technical skills to our team. He has an undergraduate degree in computer science from Rhodes College and a master’s degree in Computer Science from Washington University in St. Louis. Erik holds a Serries 65 registration and his main areas of focus at the company are research, data analysis, portfolio management, financial planning and software development.

A Rogers native, Erik enjoys bicycling and hiking with his wife Karin and two children, Karl and Kaden.

Matt has been with WealthPath since 2014 where he began supporting operations before transitioning into a financial advisor in 2017.

Matt graduated from the University of Arkansas with B.A. degrees in Economics and Spanish. He holds a Series 65 registration.

Since 2017, Matt has been providing investment advice and wealth management strategies to his clients in Arkansas, Oklahoma, and Texas.

Outside of work, Matt enjoys spending time with his wife, Melissa and their son, Benjamin. They love spending time outside with their dog, Rory. Matt is also an accomplished musician and author and volunteers as a Master Gardener in his free time.

April stepped into the Director of Operations position in August of 2021. She joined our team with a combined two decades of experience in financial services and retirement plans. April provides leadership to the support team, works directly with clients, and manages office responsibilities.

April grew up in Northwest Arkansas, graduated from the University of Tulsa, and previously worked for MoneyGram International and the Bank of Oklahoma.

Away from the office, April stays active with her husband and five sons. She also holds leadership roles in multiple school organizations and volunteers in the community. She enjoys running, watching her boys play sports and spending time with her extended family.

Tracy is usually the pleasant voice you will initially hear when you call the office line. She is also the first to greet you with a smile when you visit our Rogers office.

She provides administrative support services to our advisors and partners. She is from Northern California and previously worked at Generations Bank. She completed her bachelor's degree at Sonoma State University and a Master of Arts in Early Childhood Education at Chapman University.

Tracy is the proud mother of four children. She loves spending time with her husband David and the kids, enjoying family dinners, and relaxing poolside.