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Home » Our Firm » Clay Rogers

Clay Rogers

Investment Advisor Representative

Personal:  Clay can often be found doing outdoorsy activities such as hunting, fishing and snowboarding. He is also a big Dallas Cowboys fan. He lives with his yellow Labrador, Thor, in San Antonio.

Duties & Responsibilities at Teamwork:  Clay originally joined Teamwork as an intern in 2018, helping with client communications and aiding advisors as they prepped for meetings. He started full time with the firm in 2021, and his current duties include bookkeeping work for clients’ companies, tax preparation and keeping clients informed on the status of their tax documents. He also assists advisors with various projects as needed.

Education:  Clay earned his bachelor’s degree in finance and a certificate in accounting from Texas Tech University’s Rawls College of Business.

Background:  Although he originally started his studies with a focus on biology, he shifted toward finance and accounting after interning for Teamwork. He enjoys helping clients reach their personal and business goals by assisting with their taxes and bookkeeping needs.

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"The Social Security Decisions”
Learn important variables to consider as you create a sound retirement income strategy for the days ahead.

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ADV Part 1 Part 1 - 3_17_2022.pdf
ADV Part 2 Part 2A - TWF - 3_4_2022.pdf
ADV Part 3

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