The Clayton Team
PROVIDING OBJECTIVE FINANCIAL ADVICE FOR 30+ YEARS
Debra Clayton, CFP®
Co-Founder & President
Debra is co-founder with her husband Randy of Clayton Wealth Partners. She oversees and provides guidance to the firm’s Investment Committee which develops model portfolios, selects approved investments and manages the portfolios of the firm’s clients. She is also on the Management Team and is a member of the Financial Planning Assn.
Debra is committed to the re-development of Downtown Topeka and together she and Randy have renovated or built three buildings in the Downtown Historic District. She’s an active participant in organizations such as DTI, the Topeka Chamber, Go Topeka, United Way and the Topeka Symphony plus she serves on the boards of Stormont-Vail and the Boy Scouts.
She and Randy are very proud of their two grandchildren and three sons, two of whom have families in Topeka while the third son lives in Brooklyn with his family. In her free time, Debra loves to travel, read and garden.
Randy Clayton, CFP® CLU®
In 1984 Randy co-founded Clayton Wealth Partners with his wife Debra. Together they developed the firm into the first fee-only financial planning and investment management firm in Topeka. Randy provides oversight to the Financial Planning Team and is on the Management Team. He was an early Certified Financial Planning Certificate and is a member of the Financial Planning Assn.
Randy is a graduate of Washburn University and is generous with his time to Washburn Foundation and his church First Christian (Disciples of Christ), plus numerous community activities. He is an instrument-rated pilot who provides Angel Flights and likes to travel. He enjoys snow skiing and bike riding especially if one or more of his sons joins him.
Clint Patty, J.D.
Executive Vice President & General Counsel
As Executive Vice President and General Counsel, Clint serves on the management team providing leadership, supporting business development efforts and providing client consultation. He has spent the last 17 years as an attorney in private practice in Topeka, representing a variety of corporate and individual clients in the areas of corporate and business law, employment law, governmental relations and administrative law. Clint chairs the firm’s Operations Committee, and as a firm shareholder is part of the Management Team.
Clint has lived in Topeka since 1995. He and his wife, Amy, have two children, and enjoy sports, classic films, history and family time.
Barbara Duncan, CFP®
Vice President & Senior Wealth Advisor
Barbara joined Clayton in 2005 as an Assistant Planner and was later promoted to Associate Financial Planner in 2007, to Senior Financial Planner in 2012, and to Vice President and Senior Financial Planner in 2016. Barbara serves on the Planning and Investment Committees, and as a firm shareholder she is also part of the Management Team. She enjoys spending time with her husband Spencer and son Conner.
Elizabeth Young, CFP®
Vice President & Senior Wealth Advisor
Elizabeth joined Clayton in May 2005, and was promoted to Associate Financial Planner in 2007, to Senior Financial Planner in 2012, and to Vice President and Senior Financial Planner in 2016. In addition to her responsibilities related to financial planning and building and managing client relationships, as a firm shareholder, she is also part of the Management Team. Elizabeth and her husband, Adam, live south of Topeka, near Lyndon. They have 2 daughters that keep them busy with numerous sports and activities. Elizabeth enjoys volunteering in Topeka as well as her local community and Adam and Elizabeth are both avid K-State fans, having met while both attending college in Manhattan.
Business Operations Manager
When Carol came to Clayton in January 2010, she brought with her over 22 years of managerial and sales experience with AT&T. As Business Operations Manager she is responsible for compliance, payroll and human resource issues as well as other operational duties to keep the business running smoothly.
After hours, Carol enjoys gardening, reading, and spending time with family and friends. She is married and has three grown children: a daughter and two sons.
J.D. Kaad, CIMA®
J.D. Kaad joined Clayton as a Portfolio Analyst in March, 2009. J.D. is a lifelong Topeka resident and a graduate of Topeka West High School. As a member of the Investment Team, J.D.'s responsibilities include providing in-depth research & analysis for the firm's investment portfolios, in addition to overseeing financial system operations. J.D. enjoys sports cars, gaming and is the firm’s science fiction aficionado.
Jacqueline Muñoz, RP®
Jacquie joined Clayton in January 2015, bringing with her over 20 years of professional experience, serving the Topeka community in the areas of Financial and Tax Planning. As Paraplanner, Jacquie provides support to the team of Financial Planners at Clayton Financial Services, Inc.
Lifelong Topeka residents, she and her husband, David, live here with their son, Aaron Joseph (AJ).
Associate Wealth Advisor
Eric joined Clayton in March 2016 as an Assistant Financial Planner. He is responsible for providing support to the Financial Planners. Prior to joining Clayton, Eric worked over eight years for se2, most of which was in the finance department as an accountant.
Eric is an active soccer player and coach, enjoys snowboarding, working on the yard and playing outside with his Boston terrier. He is also working toward achieving a Master of Business Administration degree from Washburn University.
Client Services Administrator
Emily joined Clayton in December 2013 as Client Services Administrator. She is responsible for providing administrative services including establishing and maintaining client investment accounts, handling asset transfers, and monitoring all cash flow transactions. In addition, her administrative duties include running operational and investment reports, and suggesting “best practices” on an on-going basis. Prior to joining Clayton, Emily worked for thirteen years for Aviva as a Senior Compliance Analyst, Internal Auditor and New Business Specialist.
Emily has three children: two sons and a daughter. In her free time, she enjoys reading, travel, gardening and spending time with her family.
Associate Wealth Advisor
Nate joined Clayton Wealth Partners in March of 2016 as an assistant planner and was recently promoted to associate wealth advisor. As an associate wealth advisor Nate’s primary role is to help clients realize and achieve their financial needs, wants, and wishes. Nate now lives with his fiancé Ashley, and her two daughters Haley and Madison. When not enjoying family time Nate can be found watching KU sports or on the golf course.
Roxane joined Clayton in January 2015 as the Office Administrator. She is responsible for providing administrative, operational and hospitality services and support to clients and staff.
Roxane is a native Topekan who enjoys spending time with family and catching up with friends.
James M. Walden
Director of Investments
James joined Clayton Financial Services in June 2013 and serves as Director of Investments. James has almost two decades of investment experience across several asset classes, investment styles and economic conditions. He is responsible for supervision and training of analyst team members; development of portfolio strategy, analysis, and asset allocation; and, portfolio management, including rebalancing and making investment buy/sell decisions. In his spare time, James enjoys sports, outdoor activities, music, reading and spending quality family time with his wife Becky and their three children (including twins!).