A sharp, results-oriented outlook on his clients' personal finance and business needs characterizes Clay's core values as a shareholder with Darnall, Sikes & Frederick. In addition to being a senior shareholder with the firm, Clay also serves on the Firm's Executive Committee and is the Chairman of the Management Advisory Committee. Clay specializes in income taxation and business consulting.
Since graduating from University of Southwestern Louisiana (now University of Louisiana at Lafayette) with a Bachelor of Science degree in Business Administration in 1981, Clay is a member of the AICPA and the LCPA. Clay is also a Certified Valuation Analyst (CVA) with the National Association of Certified Valuation Analysts, a designation that indicates a high level of expertise and experience in business valuation, which he has used to serve clients in industries ranging from retail to chemical distributors. Clay possesses the kind of in-depth knowledge needed to provide his clients with the very best financial advice. He has passed the FINRA Series 7 and Series 66 exams and is a registered representative of Avantax Investment ServicesSM.
Clay derives serious professional satisfaction from seeing the growth and development of a new business, from starting small to reaching a point of consistent financial stability.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with resident of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.