Client Relationship Associate
Clayton Caupp, Client Relationship Associate, assists with client service, daily business operations, and special projects. He is responsible for account maintenance and client support, fulfilling client service requests, overseeing incoming account transfers, assisting with 401(k) investments, and opening new client accounts. Clayton joins Tandem from Templeton Financial Services, where he was involved in all aspects of client services, including trading, analyzing portfolios, and focusing on business efficiency. Clayton received an MBA from Grand Canyon University, as well as a BS in Business from Maranatha Baptist University.