Clients work directly with firm leaders.
Kyle Kight
CFA®
Founding Partner
Jamie Packer
CIMA®, CPWA®
Founding Partner
Alex Armstrong
CFP®
Founding Partner
Angie Bentley
Senior Client Service Associate
Barbara Bodon
Senior Client Operations Specialist
Tiffany Hayes
Senior Client Operations Specialist
George Marlow
Investment Analyst
Cindy Molina
Senior Client Service Associate
Marlie Thomas
Senior Relationship Manager
Jennifer Watson
Client Service Associate
Grace Wynne
Relationship Manager
Cleros Wealth Partners works with a limited number of clients.
We are thoughtful about the clients we serve, seeking relationships where our approach can support their needs today and well into the future.
Clients looking for a highly personal advisory relationship are invited to write to us directly.
