Meet Clifford-Lewis Private Wealth

With his past business experience as an engineer, manager, and senior executive in the Oil & Gas Industry, Pat provides a special combination of knowledge, dedication, and personal service to clients. Pat has been a financial professional since 2002; he holds his Series 7 and 66 registrations through LPL Financial, life insurance, and annuity licenses. Pat and his wife Mary Ann are dedicated to the community and have lived in Tyler for over 30 years. Pat has served on the board of The Brook Hill School locally and has also served as a trustee for The University of the Ozarks in Clarksville, AR. He’s a member of the Masons and the Shriners. He is an experienced marathon runner and enjoys a good book. Pat strongly believes that we all have a purpose in life and that his calling is to help his clients pursue their dreams!

Tyler’s experience as an advisor, as well as in the insurance and banking industries, well positions him to serve our clients by understanding the many moving parts of their financial lives. He holds Series 7, 63, and 65 registrations through LPL Financial, as well as insurance licenses for life, accident, health, property, and casualty. Tyler and his wife, Jenni, spend their free time with their children, Theo and Clara Beth, and their dogs, Kirby and Ryder. They are very involved at Flint Baptist Church, where they worship, experience fellowship, and serve together. Tyler has experience mentoring through a local organization and previously served as a Deacon through another local church. Having prior experience as a licensed skydiver, he obtained his private pilot certificate in 2012 and has been flying ever since. Tyler and Jenni enjoy traveling, camping, hiking, and most other outdoor activities. They are both alumni of Texas A&M University.

With over 27 years in the financial industry, Karen has developed a passion to help clients plan and prepare for retirement. She is registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative and a General Securities Principal as well as holds her insurance license. In addition, she has obtained the Chartered Retirement Planning Counselor designation conferred by College for Financial Planning. Karen attended high school in Lakewood, Colorado and graduated with a BA from Ouachita Baptist University in Arkansas. She briefly taught school in Brazil before returning to the states to raise her family. She and her husband Dan are active members of Colonial Hills Baptist Church and are involved in the Three Strands Ministry which is dedicated to strengthening marriages. They reside in Flint, Texas and keep busy with their 8 children and 18 grandchildren.

Having over 16 years in the financial services industry Sherryl is securities and insurance licensed. Now as the Director of Client Relations, she is dedicated to delivering exceptional client service. As a longtime Tyler resident, Sherryl attended John Tyler High School and TJC. She has two grown daughters and three grandchildren. Sherryl enjoys reading and redecorating her home and cooking for others. Sherryl is delighted with finding treasures in antique stores and out of the way places, repurposing old furniture and taking short trips with friends.

Stephen Ghosal is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices.

Stephen's financial services career spans over a decade, including positions in business banking, private banking, and investment banking.

Stephen’s previous experience in Private Banking as a Vice President of the bank serves as vital for his new role as CFO. On one end, he was able to work directly with financial advisors and serve as a partner and as a coach to ensure they are providing the best experience and advice for their mutual clients. On the other hand, from a business standpoint, Stephen understands the necessary skills, behaviors, and business practices that are required to run and manage a successful financial institution. These different aspects combined with Stephen’s ability to develop and execute financial reporting, data insights, and growth strategies to help advisors thrive in their business.

Stephen received his BA in Economics from San Diego State University and his MBA from the University of Arizona in 2021. He is an avid traveler, foodie, sports enthusiast, and enjoys staying active by going to the gym, hiking, and playing basketball. Stephen was born in San Francisco, CA and now resides in San Diego, CA.