Visionary Wealth Advisors Announces New Investment Committee Members – Visionary Wealth Advisors

Visionary Wealth Advisors Announces New Investment Committee Members

St. Louis, MO – June 23, 2022 —Visionary Wealth Advisors is pleased to announce the addition of two new members to the Investment Committee, Sr. Wealth Advisors Clark Gay J.D., CFP®, CMFC® and Matthew Fairbairn, CFP®, AIF®.

Clark and Matthew both joined Visionary in 2020 and respectively bring over 20 and 15 years of wealth management experience to the committee. They are joining the five remaining members: Visionary President & Co-Founder, Tim Hammett, CFP®, AEP, Investment Committee Chairperson & Wealth Management Advisor, Katie Martin, CFA, CFP®, Visionary General Counsel & Chief Compliance Officer, Ryan Barke, JD, and Sr. Wealth Advisors Bradley Keene, MBA, CFP® and Selden Martin, CFA, CFP®.

Investment Committee Chairperson & Wealth Management Advisor, Katie Martin, CFA, CFP®, announced, “Clark and Matt collectively bring more than 35 years of wealth management experience to the investment committee, along with a variety of industry credentials,” adding, “We look forward to leveraging their insight and knowledge as we continue our important work of helping Visionary clients achieve a future greater than their past.” Additionally, Mike Clark has transitioned off the Committee. “We thank him for his years of contributions,” shares Katie.

“Visionary is excited to announce the addition of Clark Gay and Matt Fairbairn to our Investment Committee.” exclaimed Tim Hammett, CFP®, AEP®, President and Co-founder of Visionary. “Their industry experience and knowledge will bring great insight to the committee. The addition of Clark and Matt will further strengthen our group of credentialed professionals.”

The Visionary Investment Committee meets quarterly to review Visionary’s separately managed account portfolios and investment lineup. The committee is devoted to discussing investment opportunities to determine if any changes need to be made to the firm’s model portfolios. Visionary partners with Fiducient Advisors, an independent investment consultant, for asset allocation expertise and ongoing investment monitoring to ensure the firm’s model portfolios remain in alignment with the respective investment policy statements.

 

Visionary Wealth Advisors is an independent U.S. Securities and Exchange Commission Registered Investment Advisor, founded in March 2014 by Brett Gilliland and Tim Hammett. Visionary Wealth Advisors provides comprehensive financial planning and wealth management services, including retirement, college and estate planning, and small business retirement plans. Visionary Wealth Advisors has offices in Jackson, Springfield and St. Louis, MO, Edwardsville, Collinsville and O’Fallon, IL, Palm Beach Gardens, Florida, and Overland Park, Kansas. The Firm may only transact advisory business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of VWA, please contact the SEC or the state securities regulators for those states in which VWA maintains a notice filing. A copy of VWA’s Form ADV disclosure brochure discussing its business operations, services, and fees is available on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.