Claris Financial, LLC

John Paxton is a financial advisor at Claris Financial, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Claris Financial since 2009, with prior experience at LPL Financial LLC and Triad Advisors, Inc. He is a passive investor in a holding company that owns several compliance consulting subsidiaries. Claris Financial, LLC provides fee-based portfolio management and advisory services to individuals, families, small businesses, trusts, and foundations, including management of 401(k)/403(b) participant accounts. The firm employs a flexible, client-specific investment approach combining fundamental and technical analysis, investing across various asset classes and offering both discretionary and non-discretionary management.

Ryan Gibbs is a financial advisor at Claris Financial, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and Triad Advisors. His other business activities include insurance and annuity sales with multiple carriers. Claris Financial provides fee-based portfolio management and advisory services to individuals, families, small businesses, trusts, and foundations. The firm uses a flexible investment approach that combines fundamental and technical analysis and offers both discretionary and non-discretionary management tailored to clients’ goals and risk tolerance.

Christopher Farver is a financial advisor at Claris Financial, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors, Inc., The Main Street Group, LTD, and LPL Financial. Farver is also appointed with multiple insurance carriers in a non-investment capacity. Claris Financial, LLC provides fee-based portfolio management and advisory services to individuals, families, small businesses, and institutions. The firm employs a flexible investment approach tailored to client goals and risk tolerance, utilizing a range of asset classes and offering both discretionary and non-discretionary management.

Daniel Murphy is a financial advisor at Claris Financial, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Triad Advisors, Inc. Murphy is the owner of DFM Financial, an entity used for managing revenue and expenses related to his advisory activities. Claris Financial, LLC provides fee-based portfolio management and advisory services to individuals, high net worth clients, families, small businesses, trusts, and foundations, as well as managing 401(k)/403(b) participant accounts. The firm employs a flexible investment approach that combines fundamental and technical analysis, tailoring asset mixes to clients’ goals, risk tolerance, and time horizon, and offers both discretionary and non-discretionary management.

Deborah Tucker is a CFP® with 17 years of industry experience. She is currently with Claris Financial, LLC and previously worked at Triad Advisors and Wunderlich Securities, Inc. Deborah holds Series 63 and Series 65 licenses. Claris Financial, LLC provides fee-based portfolio management and advisory services to individuals, families, high net worth clients, small businesses, trusts, and foundations. The firm uses a flexible, client-specific investment approach that combines fundamental and technical analysis, tailoring asset mixes to clients’ goals and risk tolerance.

Aaron Gibbs is a financial advisor at Claris Financial, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors, Inc. and LPL Financial. Outside of his advisory role, he is the managing director of Gibbs Financial Services LLC, an investment-related business. Claris Financial, LLC provides fee-based portfolio management and advisory services to individuals, families, small businesses, trusts, foundations, and retirement plan participants. The firm employs a flexible, client-specific investment approach that combines fundamental and technical analysis, investing across a range of asset classes including mutual funds, equities, fixed income, ETFs, REITs, and, when appropriate, alternative or private investments.