OUR TEAM

Vaiden A. Clark

Vaiden leverages his background in special asset real estate investing and in law to bring a valuable perspective to the MAG CAP team. At MAG CAP, Vaiden leads many of the business development efforts as well as oversees the implementation of the firm’s client service models. He believes a successful financial plan is built on clarity and offers his clients a transparent approach to achieving financial goals.

Prior to co-founding MAG CAP, Vaiden worked at Raymond James & Associates where he dually focused on individual wealth planning and servicing Employer Sponsored Retirement Plans. Through this combined focus, Vaiden developed a tailored individual client service model that he will implement at MAG CAP. Prior to Raymond James, Vaiden worked at M&F Bank within its Special Assets Investment Group. Here he was instrumental in forming the bank’s Real Estate Owned (REO) Investment Division and was eventually promoted to Treasurer. When M&F Bank was acquired by Renasant Bank, Vaiden made the transition to Renasant, where he served as Vice President of Corporate Banking. Vaiden began his career with the Mattiace Company where he worked as an asset manager and then as Vice President of Brokerage and Development.

Vaiden is a member of the American Bar Association and the Mississippi Bar. Vaiden is married to Lanier Wright Clark. They have two children and are members of Christ United Methodist Church.

 Education

• Mississippi College School of Law (2005)

  • Juris Doctorate

• Mississippi College Graduate School (2005)

  • Master of Business Administration 

• University of Mississippi (2001)

  • Bachelor of Accountancy

Designations

• Licensed to Practice Law in Mississippi 

• Accredited Asset Management Specialist AAMS®

• Certified Commercial Investment Member CCIM

 Affiliations

• American Heart Association, Heart Ball Chairman 2018

• Christ United Methodist Church

• American Bar Association

• MS Bar Association 

 Honors and Awards

• MS Business Journal’s Top 40 under 40 - 2013

• Raymond James Achievers Club - 2017

Stephen Griner

Stephen has been serving the financial needs of individual and institutional investors, retirees, and business owners since beginning his career as a financial advisor 2001. As a CFA charter holder, Stephen’s specialty at MAG CAP lies in discretionary asset management for individuals and institutions. Stephen also provides a range of other products and services for clients including business retirement plans, individual retirement planning, 401(k) rollovers, estate planning, and new services through MAG CAP.

Prior to co-founding MAG CAP, Stephen was a Vice President at Raymond James & Associates. Stephen began his career with Morgan Stanley in Nashville, Tennessee. After several years, he decided that he wanted to pursue his career in his home state, so he decided to move to Jackson, Mississippi and joined Merrill Lynch.  When the financial crisis hit in 2008 and Merrill Lynch was taken over by Bank of America, Stephen decided that a large bank wasn’t the best place for him to serve his clients. After conducting due diligence on numerous firms, Stephen and his team decided to affiliate with Morgan Keegan, which was later purchased by Raymond James and is where he has served clients up to the point of co-founding MAG CAP.

Stephen is a native of Columbia, Mississippi, and graduated with honors from the University of Mississippi with a Bachelor of Accountancy and an MBA with a concentration in finance. Stephen is married with two kids and chocolate labradoodle and is an Elder at Grace Chapel Presbyterian Church in Madison. 

 Education

• University of Mississippi (2000)

  • Master of Business Administration

• University of Mississippi (1999)

  • Bachelor of Accountancy

Designations

• CERTIFIED FINANCIAL PLANNER™, CFP®

• Chartered Financial Analyst, CFA®

• Chartered Retirement Plans Specialist, CRPS®

• Certified Investment Management Analyst™, CIMA®

• Accredited Investment Fiduciary, AIF®

Affiliations

• Mississippi CFA® Society

• Mississippi Capital Area Habit for Humanity, Treasurer

• Grace Chapel Presbyterian Church, Elder

Honors and Awards

• Financial Times Top 401 Retirement Plan Advisors - 2015

• MS Business Journal Top 40 under 40 - 2015

• Raymond James Leaders Club - 2014, 2015, 2016

• Raymond James Retirement Plan Advisory Council

Charles F. Marion, Jr.

Charles brings a unique set of professional experiences to MAG CAP, including experiences across the financial planning spectrum as well as in the world of Big Four public accounting where he worked with many leading businesses across a variety of industries. Now, as an expert in 401k and other Employer Sponsored Retirement plans, Charles sets MAG CAP apart as one of the region’s leading advisers to corporate sponsors. Charles brings with him a specialized service platform as well as deep knowledge of ERISA law, industry trends and client needs. With these valuable perspectives, Charles has built a reputation as a leader in Mississippi for Employer Sponsored plans.

Prior to co-founding MAG CAP, Charles was a Financial Advisor at Raymond James Financial Services where he served as Branch Manager, Registered Representative, Registered Principal, Registered Investment Advisor Representative, and Investment Management Consultant. In 2005, Charles was blessed to move back home to Jackson to join his father, Charlie Marion, at Raymond James. During this time, Charles gained extensive knowledge and experience in the industry, but more importantly, learned how to provide world class service to the client relationships they established. Prior to joining his father at Raymond James, Charles worked in the audit department for Deloitte in Memphis, Tennessee.

Charles is a native of Jackson, Mississippi and graduated from the University of Mississippi School of Accountancy in 2001 and received his Master of Accountancy in 2002. He is married to Christy Rogers Marion. They enjoy spending time outdoors, watching Ole Miss athletics, and volunteering as soccer coaches and other roles for Jackson Futbol Club, where their three children currently spend most of their time. Charles and his family are members of First Baptist Church of Jackson.

Education

• University of Mississippi (2002)

  • Master of Accountancy

• University of Mississippi (2001)

  • Bachelor of Accountancy

Designations

• Certified Public Accountant

• Investment Management Consultant – Raymond James

• Premier Partner Advisor, Empower Retirement - 2018

 Honors and Awards

• Raymond James Executive Council - 2016

• Deloitte Outstanding Performance Award - 2002

• Service Recognition Certificate - Awarded by an SEC client at Deloitte - 2003

• Outstanding Achievement Award – First Mercantile Trust Retirement - 2008

Tara May

With over 27 years in the financial services industry, Tara remains truly passionate in serving others to achieve their business and life goals. She began her career with a regional public accounting firm that was later acquired by HORNE CPAs. At HORNE she went on to become the Partner-in-Charge of the retirement plan services division. In 2009 she successfully transitioned her department to HUB International (formerly Fox/Everett). She was fortunate to find her niche early in her career with retirement planning. Her focus primarily has included business consulting and compliance for employer-sponsored retirement plans, although she offers a tremendous amount of experience in numerous other financial arenas. She spent several years representing and defending her clients in front of the Internal Revenue Service and the Department of Labor. She expanded her ability to serve clients by becoming a Financial Advisor.

With Tara’s wide range of experience serving business owners, non-profit organizations, governmental agencies, and individuals, she brings a unique perspective to MAG CAP. She has an innate ability to truly listen and understand the ever-changing challenges facing business owners and individual clients.

Tara carries a servant’s-heart toward Mississippi and her community. She has been involved in several local organizations, including Go Red for Women, Habitat for Humanity, Susan G. Komen, and various animal rescue groups. She is a past graduate of Leadership Rankin and serves as an advisory board member for Mississippi Baptist Health System’s Estate & Gift Planning Board.

She grew up on the beautiful Mississippi Gulf Coast in Ocean Springs, before receiving a full academic scholarship to attend the University of Mississippi. In her spare time, Tara enjoys traveling, fine food and art.

Education

• The University of Mississippi (1994)

  • Bachelor of Accountancy

Affiliations

• Member of the American Retirement Association (ARA) including sub memberships in American Society of Pension Professionals Actuaries (ASPPA) and National Association of Pension Advisors (NAPA)

• American Institute of CPAs

• The Mississippi Society of Certified Public Accountants Central Chapter of CPAs