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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.

Complimentary Report
"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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By contacting us, you may be offered information regarding the purchase of investment and insurance products.

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Since 1988, we have developed our practice by maintaining close, trusted relationships with each of our clients and their families. Our expertise is aligning and integrating legal, tax and financial plans to create a game plan for life!
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ADV Part 1 https://www.teamworkfinancial.com/i/ADV Part 1 - 3_17_2022.pdf
ADV Part 2 https://www.teamworkfinancial.com/i/ADV Part 2A - TWF - 3_4_2022.pdf
ADV Part 3 https://www.teamworkfinancial.com/i/ADVPart3-5_1_2020.pdf

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The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of investment and insurance products in the future.