HERITAGE OF SERVICE
For over 30 years, our family has helped families across the country to work towards their financial goals in the midst of changing economic conditions. The success of our family focused practice comes from keeping clients’ interests at the forefront of every decision we make. Often this includes advice on financial matters that go beyond the scope of their investment portfolios. We are committed to improving the lives of others.
President & Founding Partner
Ronnie is a lifelong native of High Point. He and his wife, Cynthia, have two grown sons, Brad and Josh. He graduated from Wake Forest University with a Business degree. Ronnie has been a Financial Advisor for over 30 years; 26 of those years with Wells Fargo Advisors. In the community, Ronnie is a long-time member of the Rotary Club of High Point and a supporter of numerous charitable organizations including Fellowship of Christian Athletes and the Boy Scouts. Ronnie enjoys travel and playing tennis. His passion for travel began as an Eagle Scout attending the Boy Scout World Jamboree in Japan. A personal highlight has been playing USTA National Father-Son Tennis Tournaments, in which he and Brad have been ranked as high as 5th nationally.
Director of Financial Wellness
Brad graduated from UNC Charlotte, Magna Cum Laude, majoring in Economics with a concentration in Psychology. He was senior team captain of the tennis team and worked closely with the NCAA advocating for student athletes. He has earned the designation CERTIFIED FINANCIAL PLANNER™ professional. Brad is married to Hope, and enjoys her talents as a pastry chef. They attend Wesley Memorial Church in High Point. They have a passion for missions and service, most recently supporting Youth With A Mission, Casey
Cares Foundation and the Old North State Boy Scouts Board. In his “spare” time, Brad enjoys reading, movies, travel, time outdoors and great food. His adventures have included hiking the northern half of the Appalachian Trail and the Laugavegur in Iceland.
Senior Administrative Assistant
Bouakham Penley is our team’s Senior Administrative Assistant. She lives in High Point with her husband, Tim, their two daughters and their blue tick coon hound. She is a graduate of UNC-Chapel Hill. Bouakham started work with Wachovia Bank in 2004, continuing through the merger with Wells Fargo. She joined Clinard Financial in 2012 and is dedicated to providing the best service to all our clients. Bouakham enjoys traveling, hiking, reading, cooking, and spending time with her large extended family.
Director of Creative Services
Trip is a High Point native and a graduate from Appalachian State with a BS in Business Administration. His diverse work experience and natural curiosity, which drives him to always be learning, has prepared him to contribute to our team through a combination of his natural creative talents and a technological focus. Trip also has a desire to be involved in community service and local leadership, traits ingrained in him by his grandfather, a founding partner of Dixon Hauser Odom accounting firm. He enjoys working on home improvement projects, biking, and actively serves as a leader in the youth program at his church.
Senior Registered Associate & Operations Manager
Cynthia is our team’s Senior Registered Associate and Operations Manager. She is a graduate of Catawba College, having majored in Business Administration and Psychology. Cynthia has worked with Ronnie for 30 years. Her special gift is taking great care of her sons and family, and that carries through in her desire to take care of our clients, ensuring they get the best service. Cynthia enjoys reading, cooking, travel and participating in their church activities