Our Team
B. Lynn Clark, ChFC
Owner/ Financial Planner
(972) 444-9203
lynn@halcyonwealthadvisors.com
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,...
Carolyn Mora, ChFC, NSSA, AIF
Advisor: Director of Retirement Plan Services and Director of Private Wealth Management
(972) 444-9203
carolyn@halcyonwealthadvisors.com
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...
Shawna Williamson, CEBS, CPFA
Director of Operations/Group Benefits Manager
(972) 444-9203
shawna@halcyonwealthadvisors.com
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...
Mark R. Small, CPA
Financial & Investment Advisor
(972) 444-9203
mark@halcyonwealthadvisors.com
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....
Elle Huizenga
Client Relations and Administration
972-444-9203
elle@halcyonwealthadvisors.com