Clayton Wealth Partners

Barbara Duncan is a CFP® professional with 17 years of experience in financial advising. She has been with Clayton Financial Services, Inc. since 2016. Barbara is based in Topeka, KS, and works as part of a seven-advisor team at Clayton Wealth Partners. Clayton Wealth Partners is an SEC-registered, fee-only investment adviser serving individuals, families, and institutional clients. The firm offers wealth management, retirement plan advisory, and trust investment services, utilizing model portfolios with options including sustainable (ESG) strategies and emphasizing ongoing client education through newsletters and seminars.

Eric Purcell is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has been with Clayton Financial Services, Inc. since 2016 and currently works at Clayton Wealth Partners in Topeka, KS, part of a seven-advisor team. Clayton Wealth Partners is an SEC-registered, fee-only investment adviser serving individuals, families, and institutional clients. The firm offers wealth management, retirement plan advisory, and trust investment services, using discretionary management across model portfolios that include sustainable (ESG) options.

Colton Walker is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has worked at Clayton Wealth Partners since 2021 and previously spent three years at Ameriprise Financial Services, Inc. Prior to his financial services career, he was employed by Nike Inc. from 2013 to 2018. Clayton Wealth Partners serves individuals and families—including high-net-worth clients and younger professionals—along with trusts, estates, foundations, endowments, and employer retirement plans. The firm provides wealth management through discretionary asset management, comprehensive financial planning, and project-specific consultations, using model portfolios that emphasize low-cost mutual funds and ETFs and incorporate sustainable/ESG options.

James Walden is a CFA® charterholder with six years of experience at Clayton Wealth Partners in Topeka, KS, where he has worked since 2013. He is part of a seven-advisor team at the firm. Clayton Wealth Partners serves individuals and families, including high-net-worth clients and younger professionals, as well as trusts, estates, foundations, endowments, and employer retirement plans. The firm provides wealth management through discretionary asset management, comprehensive financial planning, and retirement-plan advisory support, using model portfolios that emphasize low-cost mutual funds and ETFs.

Sean Bounous is a financial advisor at Clayton Wealth Partners in Topeka, KS, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Academy Sports and Outdoors and service in the Kansas National Guard. Clayton Wealth Partners serves individuals and families, including high-net-worth clients and younger professionals, as well as trusts, estates, foundations, endowments, and employer retirement plans. The firm combines discretionary asset management and comprehensive financial planning with model portfolios that emphasize low-cost mutual funds and ETFs, managing investments on a discretionary basis with ongoing rebalancing and active trading when appropriate.

Zachary Pohlenz is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Clayton Wealth Partners, where he has worked since 2020, following prior roles including Ameriprise Financial Services. He has also been involved in non-financial work at Radina's Coffeehouse. Clayton Wealth Partners is a fee-only, SEC-registered adviser serving individuals, families, and institutional clients. The firm offers wealth management, retirement plan advisory, and trust investment services, employing discretionary management through model portfolios that include sustainable options, with a focus on long-term holding and active monitoring.

Elizabeth Young is a CFP® professional with 17 years of industry experience. She has been with Clayton Financial Services, Inc., now Clayton Wealth Partners, since 2005. Clayton Wealth Partners is an SEC-registered, fee-only investment adviser serving individuals, families, and institutional clients. The firm provides wealth management, retirement plan advisory, and trust investment services, utilizing discretionary management across model portfolios that range from Aggressive to Conservative, including sustainable ESG options.