Broker Check

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@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...

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Shawna Williamson, CEBS

Director of Operations/Group Benefits Manager

(972) 444-9945

(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...

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Mark R. Small, CPA

Financial & Investment Advisor

(214) 964-0059

(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....

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Amanda Partin

Client Service Advisor

9724449944

9724449203

amanda@halcyonwealthadvisors.com

Amanda is Halcyon’s Service Advisor, driven by a true passion for people and relationship management. She has 18 years of experience in financial services, including finance, insurance, banking, and investments). Amanda holds a...

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Eric Willer, CFA

Investment Research Analyst

214.964.0058

972.444.9203

eric@halcyonwealthadvisors.com

Eric has over 20 years of experience in the investment industry as an analyst and investment advisor. He has significant experience in investment manager research, including alternative investments. Eric most recently ran the Dallas...
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