CLAYTON FAMILY OFFICE - Key Persons

Dr. Penny Clayton is a CPA, PhD, and Certified Fraud Examiner (CFE) taught at Drury University for 30 years and is actively involved with providing services to select families. After assisting a high net worth individual in identifying a large fraud against the family business, Dr. Clayton began working with this family to develop procedures and provide the support necessary to eliminate chances of future fraud activities against the family's business. This experience led Dr. Clayton to the realization that other families can use family office services not only to protect their personal and business assets but also to ensure that accumulated wealth will be protected currently and in the future for their heirs. Thus, Dr. Clayton established Clayton Family Office. Dr. Penny Clayton, PhD, CPA, CFE, the president and founder of Clayton Family Office retired from Drury University as an account professor with 30 years of service . A lifelong resident of Springfield, Penny holds a doctorate from Oklahoma State University and is a past recipient of the Missouri Governor's Award for Excellence in Teaching, the Missouri Society of Certified Public Accountants Outstanding Educator Award, as well as the 2011 ACBSP Teaching Excellence Award. Penny was one of the first full-scholarship softball players in the history of Missouri State University (MSU) where she pitched MSU (formerly Southwest Missouri State University) to 2 College World Series appearances as well as a #1 ranking in the nation in 1978. She is a member of the Springfield, MO sports hall of fame, the MSU Athletic Hall of Fame, and the Springfield, MO Softball Hall of Fame. In 2003, she was voted as one of the top 100 athletes in the Springfield MO area history. She also served 16 years as the Drury University's Faculty Athletics Representative including a term as chairperson of the NCAA Division II national membership Committee. Not all family members have the same educational and/or experience level in regard to wealth preservation, tax management, estate planning, and day-to-day administration tasks. Whether wealth has been gained through business growth, inheritance, or other means, Clayton Family Office can provide you with the tools to sift through the myriad of decisions that must be made yearly, monthly, or even daily allowing you to preserve and utilize your wealth. You need someone you can trust to guide you through the decision making associated with wealth management and preservation as well as be available when you need assistance. With her experience as an educator, consultant, and fraud examiner, Dr. Clayton has exhibited dependability and competence expected of clients of a family office. Over the years, she has interacted and developed working relationship with a variety of professionals required for a family office to operate successfully. These professionals include but are not limited to wealth managers, banks, attorneys, art auction houses, and realtors. And, Dr. Clayton works only with a limited number of clients to ensure each family is receiving all the support that is needed. Her attention to the immediate needs of each family member is invaluable to a successful family office and Dr. Clayton has limited her practice to continually provide the level of service required by family members.