Agenda  -  Speaker(s)  -  Driving/Parking Directions

Agenda

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Speaker(s)

Adjunct Lecturers

C. Clayton Perry, MBA, AIF?
Partner
West Point Business Group

After graduating from the United States Military Academy at West Point, Clay Perry completed Army Aviation Flight School to become a Blackhawk helicopter pilot. While serving his country, in the United States and Europe, Clay continued his education by earning his Master of Business Administration degree at the University of South Carolina.

Clay co-founded West Point Business Group to establish strategic alliances with global financial institutions to offer a wide range of services for his clients. Clay’s mission as a financial professional is to provide his clients with innovative solutions that create value in their businesses. His integrity, creativity, and drive have made him an industry leader. He is a perennial awardee of the Financial Times Top 401 Retirement Plan Advisors.

Additionally, Clay was selected as an honoree of the Jacksonville Business Journal’s 40 under 40 award and served on the Advisory Council of Principal Financial Group?. 

Clay and his wife Shannon have four sons who play football and baseball across the southeast. Clay has worked with the Fellowship of Christian Athletes, attends the San Jose Church of Christ, and volunteers at the Ponte Vedra YMCA.


Lindsay P. Sawicki, JD, CFA, AIF?
Chief Investment Officer
West Point Business Group

Lindsay Sawicki received a Bachelor of Science degree with a major in Finance from the University of Florida. She began her career as a Financial Analyst with BB&T Capital Markets at its headquarters in Winston Salem, North Carolina. She then returned to Florida to earn her law degree from the University of Florida Levin College of Law. Lindsay was a member of the Florida Law Review and graduated magna cum laude and Order of the Coif (Top 10% of class). She was admitted to The Florida Bar and practiced law as an Associate with Gunster, Yoakley & Stewart prior to joining West Point Business Group. 

Lindsay is a CFA? charterholder. She serves as West Point Business Group’s Chief Investment Officer. She focuses her practice on corporate retirement plans and individual wealth management. Lindsay’s mission as a financial professional is to craft tailored solutions that meet her clients’ needs and advance their goals. 

In addition to her professional pursuits, Lindsay has also competed at the highest level in Rhythmic Gymnastics. She was a Junior National Champion, a member of the U.S. National Team, and represented the U.S. in competition around the world. She has also showcased her talents locally as a member of the Roar of the Jaguars.

Driving and Parking Directions

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The use of this official seal confirms that this activity has met HR Certification Institute's? (HRCI?) criteria for recertification credit pre-approval.

The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.