Meet Clifford-Lewis Private Wealth
OUR STORY
We're your wealth partners
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.
PATRICK J. CLIFFORD
Founder & Wealth Advisor
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 D. LEWIS, CKA®
President & Wealth Advisor
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. In 2026, Tyler earned the Certified Kingdom Advisor® (CKA®) designation, reflecting his commitment to integrating biblical stewardship principles with sound financial guidance.
Tyler and his wife, Jenni, spend their free time with their children, Theo, Clara Beth, and Eliza. 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 serves as a Deacon. Having prior experience as a licensed skydiver, Tyler obtained his private pilot certificate in 2012 and has since obtained his instrument rating. The Lewis family also enjoys traveling, camping, hiking, and most other outdoor activities. Tyler and Jenni are both alumni of Texas A&M University.
Awards & Recognition
2025, Forbes Best-in-State, Top Next-Gen Wealth Advisors with SHOOK Research
The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
BRETT A. HENDRICKSEN
Wealth Advisor
Brett joined Clifford-Lewis Private Wealth after eight years in the financial services industry, where he gained experience in retirement and wealth planning for individuals and families. He holds Series 7 and 66 securities registrations through LPL Financial, as well as a Texas Life and Health Insurance License.
Originally from California, Brett attended Northern Arizona University before making Texas his home. He and his wife, Hailey, spend their free time with their daughter, Whitley, and their two dogs and a cat.
Brett is a member of Hollytree Country Club, where he enjoys being part of the East Texas community and building meaningful relationships. He enjoys golfing, traveling, and spending time with his family.
CANDACE M. POLK, CRPC®
Director of Planning
Candace joined Clifford-Lewis Private Wealth after spending ten years in the finance industry and three years in banking. Growing up in Longview, she moved to Tyler, Texas in 2009 and has called Tyler home ever since. She holds an associate degree from Tyler Junior College, where she was a proud member of the Apache Belles, and a bachelor's degree from The University of Texas at Tyler. She holds both Series 7 and 66 licenses with LPL Financial as well as her insurance license.
Candace is a member of the Catholic Diocese of Tyler, Junior League of Tyler, the Women's Fund of Smith County, and the Tyler Young Professionals Network and frequently volunteers with many other local organizations. She enjoys traveling, gardening, and spending time with her boyfriend, friends, and pets.
CRYSTAL N. WELCH
Director of Client Relations
Crystal joined Clifford-Lewis Private Wealth with ten years of experience in the finance and banking industries. She is eager to build strong relationships and ensure you receive the best service. Crystal was born and raised in Longview, where she met her husband of 21 years, T.J. They moved to Tyler in 2004 and have three sons named Jackson, Easton and Greyson. Crystal and T.J. are members of Flint Baptist Church, where they teach the Kindergarten Sunday school class. Crystal serves as the PTA Secretary at the Boshears Center for Exceptional Programs where her son, Easton, attends. The Welch family enjoys movie nights, traveling, and spending time with friends and family. Crystal holds both Series 7 and 66 licenses with LPL Financial.
STEPHEN GHOSAL
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.
TATYANA LILLY
Admin Solutions Consultant
Tatyana is an LPL employee and is part of the Admin Solutions program that supports multiple advisors' businesses.
Tatyana Lilly is an experienced administrative professional with a strong background supporting financial advisors and enhancing client service operations. She joined LPL Financial in 2023 to bring her expertise to the Admin Solutions Program, where she helps streamline processes, manage account maintenance, and support both advisors and clients with efficiency and care. She holds an Associate degree in Business Administration and is continuing her education by pursuing a bachelor’s degree in the same field.
Outside of work, Tatyana enjoys spending time with her family and is actively involved in her community and church. As a dedicated parent, she embraces being a “sports mom” and values staying engaged in her children’s activities. She also enjoys traveling, connecting with friends, and making the most of her time with loved ones.