Clint Bert is a graduate of Southern Illinois University Edwardsville, where he earned a Bachelor’s degree in Accounting. He holds Life and Health Insurance licenses, along with FINRA Series 7, 9, 10, 24, and 66 registrations through LPL Financial.
With more than 14 years of experience in the financial services industry, Clint brings a broad range of knowledge and expertise to his clients. Most recently, he served as a Regional Supervisor, reviewing annuity transactions to ensure suitability and compliance. He is passionate about helping clients navigate important financial decisions and enjoys having meaningful conversations about their current circumstances, future aspirations, and long-term goals.
Clint believes the foundation of great financial planning is treating every client like family. He takes pride in listening carefully, solving complex financial challenges, and helping clients fit all the pieces of their financial puzzle together to create a strategy tailored to their unique needs.
Outside of work, Clint enjoys spending time with his wife, Elizabeth, and their three sons. He is actively involved in coaching his sons’ youth sports teams and loves spending time outdoors whenever he can.