David Laut, CEO, Certified Financial PlannerTM
I began working for my father’s construction company when I was 15 years old. One day, he pulled me aside and said, “Remember, the work you do has your name written on it. It represents you and our family.” This principal was reinforced by my favorite boss when he told me, “How you do the little things is how you do everything.” These are my guiding principals and inspire me to do work that honors my family, my clients, and my Father in heaven.
Mark Barrett, Certified Financial PlannerTM
Mark Barrett is a CERTIFIED FINANCIAL PLANNER™ professional and President of Clario Financial. Since 1982 he has served a broad range of individuals, families and business owners seeking to align their financial and lifestyle goals and values. Mark specializes in retirement and pre-retirement planning, estate planning and specialized situations/high net worth planning.
Mark Burns, Certified Financial PlannerTM
Mark Burns is a CERTIFIED FINANCIAL PLANNER™ and longtime resident of Paradise, CA where he lived for nearly five decades. For more than 20 years, he has focused on helping families, corporate executives and business owners in Paradise and surrounding communities to pursue a broad range of goals through an approach to planning that places their needs first.
David Hicks, Certified Financial PlannerTM
I grew up in a family of nine and my dad worked extremely hard to provide for all of us. Watching him had a big impact on me. Early on, I saw value in work ethic and character, but also how financial decisions played a major role in our success. That is probably why personal finance was my favorite subject as a high school math teacher. After 12 years of teaching, it was clear to me that God was directing me to financial services and ultimately Abound Financial. When I left my comfortable teaching position, I did it for one reason, to take the lessons I learned as a kid and help people live the kind of life they want.
Gail Engler, Sr. Operations Manager
Gail Engler is our Sr. Operations Associate and assists our team of CFP professionals. Gail has been with Clario Financial since 1987. She assists our clients with any service item or non-trading issues that they may have. Gail’s education includes completion of the Financial Paraplanner course and the LPL AdminU program at the Bachelor’s level. As an Enrolled Agent, Gail’s area of focus is Federal tax laws and how they impact our clients.
Lisa Matenaer, Chief of Staff
I believe simplifying life lets us appreciate the things that matter most. For me, this is when all aspects of my environment are in their place. As one of ten children in my family growing up, staying organized was the only way to make sense of the chaos around me. I was the kid who actually enjoyed cleaning her room! I’ve continued to improve my ability to organize the things around me and it has allowed me to appreciate my lifelong relationships and experiences to the fullest.
Aubrae Opp, Executive Assistant
Aubrae Opp is the first person you see at Clario Financial when you visit our office. Aubrae has a professional background in customer service and office administration. She worked several years as a supervisor at World Market Chico before taking a position in an office for another company where she further developed her administration skills. She graduated from Humboldt State University with a B.A. in Geography and minor in Geology.
Julie Postier, Operations Associate
Generations of my family lived in Hawaii working tirelessly in sugar cane and pineapple fields at the Dole Plantation. I was taught from a young age to pursue excellence in your work and to be in Aloha with each person you meet. The word Aloha is generally used for saying hello and goodbye, but it also means learning to love what another person loves. God has created and designed each of us with unique gifts and talents. I enjoy seeking out things that make each person shine.