Ryan Munoz is ClairFi’s lead tax strategist and founder of Trinity Tax Strategies, where he specializes in integrating advanced tax planning with long-term wealth design for high-income clients. Drawing on experience across traditional wealth management, sophisticated tax planning, and family-office-style strategy, Ryan focuses on structuring income, investments, business entities, and estate decisions before they become permanent. At ClairFi, he leads the tax architecture behind our client strategies, helping business owners and high earners reduce lifetime tax exposure while aligning their wealth with their long-term goals.

Steve has 30+ years of experience in tax planning, compliance, and financial leadership. A CPA, CFA, and former CFO, he has advised major companies and growing businesses, and has built and sold a company himself. At ClairFi, he leads tax compliance and strategic planning, specializing in cost segregation and advanced life insurance strategies to help clients reduce taxes and keep more of what they earn.

With 20+ years of practice in Texas, John focuses exclusively on wills, revocable/irrevocable trusts, powers of attorney, and probate administration. He has completed 12,000+ estate plans and handled more than 1,000 probate cases, largely through referrals from satisfied families and advisors. John is Southlake-based and meets clients where they are—virtually or in person. At ClairFi: John partners with your CRM and tax strategist to align estate documents with your wealth, tax, and risk objectives—so titling, beneficiaries, and trust structures match the overall plan.

Stefani is the operational backbone behind ClairFi’s seamless wealth concierge service. With 25+ years as an Executive Assistant in financial services, she ensures our members receive responsive, white-glove support from onboarding through execution. Known for her precision, empathy, and proactive communication, Stefani bridges the gap between ClairFi’s internal advisory teams and client needs. When she’s not managing logistics and delighting members, she’s planning her next travel adventure or spending quality time with family.

Soumya Gurujala (“Lucky”) serves as ClairFi’s Business Support Specialist, ensuring our operations run seamlessly behind the scenes. She manages our CRM system, oversees onboarding workflows, coordinates customer support, and safeguards data accuracy—all with a meticulous eye for detail. With her strong process orientation and passion for organization, Soumya helps streamline internal operations, elevate client experiences, and deliver the insights our team depends on to grow.