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Our Team

B. Lynn Clark, ChFC

Owner/ Financial Planner

(972) 444-9951

(972) 444-9203

For 29 years, Lynn has been providing executives and business owners with comprehensive investment and retirement planning solutions. His areas of focus include providing individually-designed retirement planning, college funding,...

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Carolyn Mora, ChFC, NSSA, AIF

Director of Retirement Plan Services and Director of Private Wealth Management

(972) 444-9458

(972) 444-9203

Carolyn is our firm’s Director of Retirement Plan Services and focuses on both the firm’s 401(k) advisory services as well as individual financial planning. She maintains and strengthens the bonds between the firm and its...

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Shawna Williamson, CEBS

Director of Operations/Group Benefits Manager

(972) 444-9945

(972) 444-9203

Shawna is a compassionate, detail-oriented, honest, loyal, perfectionist who is the assistant to Lynn Clark. She wears many hats at the firm, including helping with customer service, ongoing support for both individual and corporate...

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Mark R. Small, CPA

Financial & Investment Advisor

(214) 964-0059

(972) 444-9203

Mark’s 37-year tenure in the financial industry began at Arthur Andersen in Dallas in 1981. He holds a BBA from the University of Texas honors accounting program and a Master’s in Tax, also from the University of Texas....

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Bethany Jaillet

Client Service Associate



Bethany serves as the Client Service Associate for Halcyon Wealth Advisors, assisting in customer service and general administration for the firm. Prior to joining the Halcyon team, Bethany worked at Fidelity Investments...

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