We’re not financial advisors by accident. Our team at Clifford-Lewis Private Wealth sees our work as a calling. We have the privilege of helping people do more with their money.
It’s not a charge that we take lightly.
We want our clients to be educated on their finances so they can live a better quality of life and make an impact on the things they care about.
Pat Clifford, our founder, left a long career as a senior executive in the oil and gas industry to work in financial advising. It was an intentional decision to pursue what he felt called to do; help people with their finances. Now, he, along with partner Tyler Lewis, work with clients from all walks of life. From those just starting to professionals who are preparing for retirement.
When you get to know us, you’ll find that our team is community-focused. We’re involved in churches and civic organizations because what happens to our neighbors matters to us. And that’s precisely how we run our firm—focused on you and your life so that you can concentrate on the things that are most important to you.
We have a vision - our commitment, pledge, and promise to you.
We set you free to focus on what really matters.We will always act in your best interest.We will listen to what is important to you.We will customize strategies for you.We will partner with you every step of the way.
We will set the standard for what excellence means to you.We will do hard things and dare to be great.We will inspire and challenge those around us.We will work to get better at what we do every day.
We’d like to introduce ourselves. As a client of our team, we will work closely together to create your customized plan and then help you work toward your life's goals and dreams.
Partner, Private Wealth Manager
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 his Series 7, 63, and 65 registrations through LPL Financial, as well as life insurance and annuity licenses. He and his wife, Jenni, spend their free time with their children, Theo and Clara Beth, and their two dogs, Kirby and Ryder. Having prior experience as a skydiving coach, he obtained his pilot’s license and has been flying since 2012. Tyler and Jenni enjoy traveling and all things outdoors. They are very involved at South Spring Baptist Church in Tyler, where he serves as a deacon. Tyler and Jenni are both graduates of Texas A&M University and are involved in the Smith County A&M club.
Director of Planning
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.
Director of Client Relations
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.
Chief Financial Officer
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.
Sr. Marketing Consultant
Shanna Vu is a Senior Marketing Consultant at LPL Financial as part of the Strategic Wealth Services branch of LPL Business Solutions.
Shanna is an accomplished creative professional with over 10 years of experience in graphic design, marketing, and communications. Throughout her career, Shanna has utilized both traditional and digital marketing tactics to help companies grow their business and strengthen their brand identity. She brings creativity and unique guidance to our team.
Shanna holds a degree in Graphic Design and currently resides in Fort Mill, SC with her husband, daughter, and dog, Rocky.
Admin Solutions Consultant
Emma is part of LPL Business Solutions and partners with Clifford-Lewis Private Wealth to provide support on a wide variety of administrative tasks and client management functions. Emma has worked in the financial services industry for 4 years in administrative and customer service roles.
Emma is a San Diego native, but recently moved to Austin, Texas with her spouse and their cat. Emma loves animals but enjoys traveling too much to keep too many animals at home.