Clayton Caupp

Portfolio Administration Specialist

  • What path led you to wealth management?

My parents taught me that saving should be part of every dollar I earn. I was fortunate and appreciative to receive an internship opportunity during my sophomore year of college from my economics professor who ran a financial services firm specializing in fixed income.

  • What has been your most rewarding career experience?

Finishing hard jobs. I worked in construction and as a janitor the summers of my freshmen and sophomore years of high school. This taught me to take pride in what I do and treat others with respect.

  • Education and accreditations

Series 65 License
MBA, Grand Canyon University
B.S., Business, Maranatha Baptist University

  • What personal accomplishments are you most proud of? 

Learning to ride a bike without training wheels at 3, opening my Roth IRA at 18, and finishing grad school at 22.

  •  Why should families connect wealth and purpose? 

Wealth is one vehicle that can help people get where they want to go. However, without a destination, you could drive for miles and never go anywhere.

  • What are some of your biggest influences?

My grandfathers – both showed me that my decisions impact more than myself, and that I have a responsibility for my actions.

  • What do you like to do outside of work? What’s your favorite way to spend a weekend? 

Helping kids learn life skills and develop positive traits through sports, homework, games, and crafts. I enjoy playing pick-up basketball on the weekends and getting coffee with friends.

  • What are the most important lessons you’ve learned in life? 

Reputations are not built in a day, but they are lost in one.