Clayton Wealth Partners

Barbara Duncan is a CFP® professional with 16 years of industry experience, currently serving at Clayton Wealth Partners in Topeka, KS. She has been with Clayton Financial Services, Inc. since 2005. Clayton Wealth Partners provides wealth management services to individuals, families, trusts, estates, foundations, endowments, and employer retirement plans. The firm employs a discretionary investment approach using model portfolios ranging from Aggressive to Conservative, including sustainable/ESG options, and emphasizes low-cost mutual funds and ETFs.

Eric Purcell is a CFP® and holds a Series 65 license, with eight years of experience in the financial services industry. He has been with Clayton Financial Services, Inc. since 2016 and currently works at Clayton Wealth Partners in Topeka, KS. Clayton Wealth Partners serves individuals, families, 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, utilizing model portfolios that emphasize low-cost mutual funds and ETFs.

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 six years of industry experience. He is currently with Clayton Wealth Partners, where he has worked since 2020, and previously was with Ameriprise Financial Services. Outside of finance, he has experience in the coffeehouse industry. Clayton Wealth Partners serves individuals, families, trusts, estates, foundations, endowments, and employer retirement plans. The firm offers discretionary asset management, comprehensive financial planning, and retirement-plan advisory services, using model portfolios that emphasize low-cost mutual funds and ETFs with options for sustainable investing.

Elizabeth Young is a CFP® professional with 16 years of industry experience. She has been with Clayton Financial Services, Inc. since 2005, continuing with the firm through its current iteration as Clayton Wealth Partners. 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 offers wealth management services combining discretionary asset management, comprehensive financial planning, and retirement-plan advisory support, using model portfolios that range from Aggressive to Conservative and include sustainable/ESG-aligned options.