Clancy’s role as paraplanner is integral to the client experience. For the work we do, much detailed paperwork, data entry, and analysis must be completed promptly, accurately, and be communicated to many different entities. Silvertree Advisors have multifocal disciplines, and Clancy’s role on the team is to use smart technology to ease the burden on the Advisors as they focus on clients financial plans. Clancy’s work with the financial plan will let you rest easy knowing all the i’s will be dotted and the t’s crossed.
Clancy has spent years working with complex information in many different fields. He enjoys being in front of a small group of people, seeing them smile and laugh while they gather insights on information they can use. He draws on his experience as a management consultant developing young business professionals, working as a Guatemalan coffee importer, and explaining insurance policies to clients traveling internationally during a pandemic. He is currently pursuing a bachelor’s degree in personal finance and aspires to complete the Certified Financial Planner™ designation.
Clancy’s personal interests include making his wife Katie laugh, running on the Green Circle, and enjoying any food that is delicious.