Advisors

 

Raymond M. Clark CFP®

Founder & CEO

 

Eric T. Cedergreen

President & CCO

 

Brandon M. Clark CFP®, CPWA®

Director of Financial Planning

 

Raymond M. Clark CFP®

Founder & CEO

 

Eric T. Cedergreen

President & CCO

 

Brandon M. Clark CFP®, CPWA®

Director of Financial Planning

 

Raymond M. Clark CFP®

Founder & CEO

 

Eric T. Cedergreen

President & CCO

 

Brandon M. Clark CFP®, CPWA®

Director of Financial Planning

Operations

 

Tara L. Charvet

Operations Manager

 

Melissa A. Clark

Administrative Assistant

 

Tara L. Charvet

Operations Manager

 

Melissa A. Clark

Administrative Assistant

 

Tara L. Charvet

Operations Manager

 

Melissa A. Clark

Administrative Assistant

Strategic Alliances*

Estate Planning

 

Brenda Geiger

Geiger Law Firm

 

Jessica Llort

Geiger Law Firm

 

Stephen Lewis

Lester, Cantrell & Kraus, LLP

 

Brenda Geiger

Geiger Law Firm

 

Jessica Llort

Geiger Law Firm

 

Stephen Lewis

Lester, Cantrell & Kraus, LLP

 

Brenda Geiger

Geiger Law Firm

 

Jessica Llort

Geiger Law Firm

 

Stephen Lewis

Lester, Cantrell & Kraus, LLP

Tax Planning

 

Mark Lucht

Foumberg, Juneja, Rocher & Company

 

TJ Juneja

Foumberg, Juneja, Rocher & Company

 

Mark Lucht

Foumberg, Juneja, Rocher & Company

 

TJ Juneja

Foumberg, Juneja, Rocher & Company

 

Mark Lucht

Foumberg, Juneja, Rocher & Company

 

TJ Juneja

Foumberg, Juneja, Rocher & Company

Other Alliances

CFP logo
Morningstar logo
Riskalyze
CCLS logo
Charles Schwab logo
SS&C logo
Fundpeak logo

*The information herein is for information purposes only, does not contain or convey legal or tax advice, and should not be relied upon regarding any particular facts or circumstances without first consulting with a lawyer, tax, or other professional. The following list of professionals often work with The Clark Group Asset Management at the sole direction of our clients on various projects; however, no client is obligated to use any of our strategic alliance members for any service. As personal facts and circumstances vary, please conduct due diligence on any third party prior to engaging.

The advice and opinions of The Clark Group Asset Management are our own and in no way represent the opinions or advice of our strategic alliance members. Similarly, the advice and opinions of our strategic members in no way represent the opinions or advice of The Clark Group Asset Management. We are an independent network of professionals in our respective fields.