TOPEKA, Kansas—January 9, 2023—Clayton Wealth Partners is excited to announce the promotion of Jacquie Muñoz, FPQP™, to Lead Paraplanner.
Muñoz has been with Clayton Wealth Partners for eight years and previously served as the firm’s Paraplanner. As Lead Paraplanner, Muñoz expands her support role for the firm’s wealth advisors and clients. Her responsibilities include preparing financial statements, monitoring accounts, managing and maintaining data, and serving as a liaison between clients and advisors in preparation for meetings.
The promotion is effective January 1, 2023.
Clint Patty, J.D., Managing Partner of Clayton Wealth Partners, said Muñoz’s promotion is well-deserved.
“Jacquie is such an integral part of our wealth advisory team, and this promotion is a well-deserved recognition of all her hard work and the real ownership she has taken in supporting our team and clients,” he said.
Muñoz has the Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College of Financial Planning and a Bachelor of Business Administration from Washburn University.
About Clayton Wealth Partners
Clayton Wealth Partners is one of the oldest fee-only financial planning and investment management firms in northeast Kansas. With offices in Topeka and Lawrence, it provides fiduciary advice to help individuals and families manage their wealth throughout all stages of life, as well as to institutions such as endowments, foundations, and for-profit organizations. Visit the firm’s website at claytonwealthpartners.com.