Broker Check

Our Team

B. Lynn Clark, ChFC

Owner/ Financial Planner

(972) 444-9951

(972) 444-9203

[email protected]

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, RP®, NSSA®, AIF®

Director of Retirement Plan Services

(972) 444-9458

(972) 444-9203

[email protected]

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

Director of Operations/Group Benefits Manager

(972) 444-9945

(972) 444-9203

[email protected]

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

[email protected]

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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Glen Amason, CFP®

Private Wealth Management Director/Financial Planner and Portfolio Manager

(214) 964-0058

(972) 444-9203

[email protected]

Glen Amason, CFP® is an important part of our team. He has a broad range of experience as a financial advisor for professionals, executives, business owners and retirees. His focus is on retirement planning, retirement management,...

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Vicki Spiro

Client Experience Administrator

(972) 444-9944

(972) 444-9203

[email protected]

Vicki is a recent addition to the Halcyon Wealth Advisors Team whose focus is on Client Services. She has over 25 years of experience as an accomplished, results-oriented professional, business partner and communicator with all levels...
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