Our namesake comes from the Hall Family’s Clear Rock Ranch, which is the inspiration for how our company was designed and functions. For generations, it has been a special place for family and friends to be together. At Clear Rock, the truth is always spoken, and values, ideas and knowledge are openly shared between generations. Removed from modern life’s distractions and noise, Clear Rock has been a place to think clearly while knowing a clear mind makes the best decisions.
Clear Rock’s financial experts strive to embody the strength, values and knowledge shared at the Clear Rock Ranch. By building authentic relationships with our clients, we can preserve family legacies while empowering future generations.
Chuck provides strategic leadership and directs client strategy. Prior to founding Clear Rock Advisors, he served as Director of Private Client Services for Matterhorn Capital. Prior, he served as Director of Fixed Income at South Texas Money Management, and as Vice Chairman of the Board, Chief Executive Officer & Chief Investment Officer of Maxim Bank prior to the bank’s acquisition by Amegy Bank. Chuck is a 2013 recipient of the University of Houston – Clear Lake Distinguished Alumni Award.
Chuck earned an MBA from the University of Houston-Clear Lake and a BBA in finance from Texas State University.
Send an email to Charles F. Hall, Jr.
Ty provides strategic leadership and operational management. Prior to founding Clear Rock Advisors, he served as Director of Institutional Services for Matterhorn Capital, served as the Director of Wealth Management Services for Covenant Multifamily Offices, Partner and Director of Sales & Marketing for Smith Group Asset Management and Evermore Global Advisors. He also previously served as Regional Director for Envestnet Asset Management and Lockwood Financial Services.
Ty received his MBA from Texas State University and undergraduate degree from Ohio State University.
Send an email to Ty Sanders
Royce provides investment strategy and communication, global asset allocation, manager due diligence and portfolio construction. Prior to founding Clear Rock Advisors, he served as Director of Capital Advisory Group at Lazard Asset Management. He also previously served as Partner and Director of Portfolio Management of Smith Group Asset Management, President of Belmont Wealth Management, and Senior Portfolio Manager of US Trust.
Royce received an MBA from Texas Christian University and a BS in International Trade from Texas Tech University.
Send an email to Royce W. Medlin
Royce serves as a senior financial advisor at Clear Rock Advisors, providing financial planning and investment management services. Prior to joining Clear Rock Advisors, he served as Secretary, Treasurer and Director for Massey, Itschner & Company, P.C. Prior to that, he served at Arthur Andersen, followed by employment in an affluent family business.
He received his MBA from Texas A&I University and a BBA in Finance and Accounting. He holds the designations of Certified Public Accountant (CPA), Investment Advisor Representative (IAR) and CERTIFIED FINANCIAL PLANNER™.
Send an email to Royce G. Itschner
Chad serves as a Clear Rock Advisors team member assisting in the delivery of the firm’s financial planning and investment management services. He is instrumental in continuously refining the firm’s client relations program to enhance the overall client experience. Prior to joining Clear Rock Advisors, he has been a leader in managing client relations for several industry-leading companies where he had a direct impact on client satisfaction as a senior executive. He has a deep passion for investing, innovation, and building long lasting relationships.
Chad received his undergraduate degree from Texas A&M University.
Send an email to Chad Johnson
Aaron Lang is a Portfolio Analyst at ClearRock Advisors, LLC. His responsibilities include trading in accounts, researching and analyzing investment products and macro-economic trends, and providing operational assistance. He started at the company as an intern in the spring of 2020. As an intern, he assisted in portfolio rebalancing and investment product due diligence. Prior to this role, he interned at BOK Financial as a Wealth Management Summer Intern, Waddell and Reed as a Broker Dealer Intern, and Twin Financial as a Marketing Coordinator Intern. He also served as an Equity Research Analyst at Texas Christian University’s Educational Investment Fund.In May of 2020, Aaron graduated with a Finance and Accounting degree from TCU’s Neeley School of Business.
Tamra provides diverse account management, executive and operational support to company partners and wealth management advisors. Prior to joining Clear Rock Advisors, she served at Massey, Itschner & Company, P.C., assisting directly with the operational aspect of the Financial Planning Division, managing operational, compliance and back-office functions. Prior to that, she served as a Sales Associate at RBC Wealth Management and previously served as Senior Mortgage Lending Assistant at First Security Bank in New Mexico.
Tamra has participated in multiple continuing professional education training courses and attended New Mexico State University.
Mecina performs diverse account management activities and provides administrative and operational support to company partners and wealth management advisors. Ms. Davis assists in several projects spanning across a variety of areas, including operational duties, data collection on securities held by the company, and marketing initiatives.
Mecina is pursuing her undergraduate degree in finance from Brigham Young University’s Marriott School of Business.