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Meet our team


Carlie Clayton

Senior Client Service Associate

(713) 492-0778

Carlie.Clayton@skywardfin.com

Carlie Clayton began her financial services career in 2006 at A.G. Edwards & Sons, where she served as a Wire Operator and Receptionist. Her interest in the industry quickly grew, leading her to join Ameriprise Financial in 2007. Over...

Lisa Marcelli, CFP®, CDFA®

Managing Director

(713) 684-8130

Lisa.Marcelli@skywardfin.com

Professional ProfileLisa Marcelli brings over 38 years of experience and a deep dedication to improving clients’ lives through personalized financial planning and investment management. She is a CERTIFIED FINANCIAL PLANNER™ and a...

Matthew Houston

Managing Partner

(713) 684-7000

matthew.houston@skywardfin.com

Professional ProfileWith over 23 years of experience in financial services, Matthew Houston is dedicated to helping individuals and families pursue financial independence and long-term well-being. Known for his calm, disciplined...

Michael Hamilton

Managing Director

(713) 684-8052

Michael.Hamilton@skywardfin.com

Mike Hamilton is a seasoned professional in the financial services industry, bringing 40 years of experience to his role as Managing Director. Mike helps his clients pursue their specific financial needs through the combination of his...

Ross Stripling

Financial Advisor

After earning his Finance degree from Texas A&M University, Ross Stripling was drafted to play professional baseball. The experience taught him discipline, perseverance, and teamwork. When an arm injury early in his career required...

Steven Phan, CFP®

Vice President of Operations

(713) 492 0779

Steven.Phan@skywardfin.com

Professional ProfileSteven Phan serves as the Vice President of Operations at Skyward Financial, where he manages the firm’s operational systems, technology integrations, and internal processes. He works closely with the executive...

Valencia Linton

Office Manager, LPL Registered Administrative Associate

(713) 684-8053

Valencia.Linton@skywardfin.com

Valencia J. Linton embarked on her financial services career within the banking industry, navigating various roles in International Operations, Global Markets-Foreign Exchange, Funds Management, Institutional Retirement Services, and...

Professional Profile

After earning his Finance degree from Texas A&M University, Ross Stripling was drafted to play professional baseball. The experience taught him discipline, perseverance, and teamwork. When an arm injury early in his career required Tommy John surgery, Ross began reflecting on life beyond the game. During his recovery, his grandfather, a longtime Skyward client, encouraged him to shadow advisors Lynn Houston and Matthew Houston. That opportunity sparked a passion for financial markets and a deep appreciation for how thoughtful advice can make a lasting difference in people’s lives.

Today, Ross applies the same focus and determination that defined his baseball career to his work as a Financial Advisor at Skyward Financial. Working alongside his original mentors, he helps families, professionals, and athletes make confident long-term financial decisions. Having lived the life of a professional athlete, Ross understands the challenges many players face when managing wealth, evaluating investments, and planning for life after sports. In clubhouses and locker rooms, he has become a trusted voice for teammates seeking perspective on financial opportunities and responsible planning.

As Co-Founder and Managing Partner of Skyward Financial, Ross has been a driving force behind the firm’s rapid rise. Since launching in 2021, his leadership and strategic insight have propelled the financial consultants of Skyward Financial to collectively serve over half a billion dollars in brokerage and advisory assets through LPL Financial.

Ross believes deeply in financial literacy and encourages early education in budgeting, credit, and investing. His philosophy centers on patience and discipline, emphasizing that time in the market is more powerful than timing the market and that long-term investing builds lasting security.

Outside the office, Ross is a devoted husband and father of three boys. His family, faith, and mentors continue to guide his values and remind him of the importance of legacy, adaptability, and helping others navigate their financial journeys with confidence.

Professional Athletics

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