We at Frey Financial not only have the knowledge and experience to help you pursue your financial goals, we also happen to be extremely great folks! We are always ready to address your concerns, answer your questions, and help put you at ease.
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CERTIFIED FINANCIAL PLANNER™
I have been helping people like you to resolve your retirement planning goals with tailored recommendations that will adjust to your needs during your comfortable retirement years. If you are approaching retirement or already retired, you have chosen the right advisor. I will even assist you in purchasing your next vehicle. I perceive myself to be a teacher and can provide the tools you need to help you relieve your retirement concerns. Not only am I a great advisor, I am also a CERTIFIED FINANCIAL PLANNER™ practitioner and a graduate of the University of Phoenix with a degree in business administration. In my spare time, I likes to scuba dive, ski, hike, and spoil my three fantastic granddaughters.
Clay Frey is proud to have been recognized as a Vista Club advisor for 2017—a distinction based on annual production that places him among the top 30 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Check the background of this investment professional on FINRA BrokerCheck.
Investment Adviser Representative
I graduated from the University of Texas in San Antonio with a bachelor's degree in marketing and a minor in business management. I began my financial services career as an advisor with Morgan Stanley. Since joining Frey Financial in 2008, as an independent Investment Adviser Representative, I have dedicated myself to providing world-class client service and professional advice, free from proprietary influences present at many Wall Street firms. I continue to build a strong client base with Tucson Public Safety Officers and employees of the City of Tucson. I have extensive knowledge of the city's deferred compensation and the DROP plan, and I have helped many employees retire early and with dignity.
I am passionate about fund-raising for the local community. I am a nine-year standing board member of the Foothills Club of Tucson and I have served on the boards of several other nonprofit organizations in southern Arizona. I am a proud third-generation financial advisor and a loving mother to my beautiful daughter, Fredricka.
Assistant
Before I joined the team at Frey Financial, I worked with seniors helping them with their personal bookkeeping. I met Clay through a mutual client and after seeing first-hand how he goes above and beyond for his clients, I happily agreed to become his assistant in July 2012. I have a Bachelor of Science degree in accounting. I enjoy spending time with my family, hiking, and horseback riding.
Research Analyst
I have dedicated most of my career to the defense industry in Huntsville, Alabama, supporting senior executives of both small and large corporations in areas such as program control, operations, human resources, and security. I earned a business administration degree followed by an MBA from Columbia College of Missouri. A little more than a year ago, I left my hometown of Huntsville, drove across the country to find a life that would be more fulfilling for me, and fell in love with southern Arizona. I also lived in Washington state for a short period of time. Soon after my arrival, I began a new career at Frey Financial. I am very fortunate to have been introduced to this exciting industry and look forward to continuing to learn the the investment side of the industry while working with our clients at Frey Financial.