Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
David B. Clark, founder and CEO of Clark Wealth Strategies, has been providing wealth management solutions for clients for over 25 years. He believes strongly in the fiduciary standard, where transparency and integrity are paramount.
When away from the office, Dave is busy playing soccer, working outside and chasing his family around. His wife, Bethany, runs a medical training company and together they have three children.
Heath recently joined the Clark Wealth Strategies Fiduciary 1031 team bringing with him nearly 10 years of retail banking and treasury management experience. As Heath adjusts from banking to wealth management, his primary role will focus on marketing strategy and managing 1031 exchange relationships. He intends to become a licensed advisor in the near future.
Heath is an Omaha, NE native and enjoys catching sporting events with his family (Go Big Red!), trying new restaurants, and making music in his free time.
Joe earned a Bachelor of Arts degree from the University of Minnesota. Prior to moving to the commercial real estate industry in 2016, Joe held senior sales positions with 2 Fortune 500 insurance companies. Most recently, he held both business development and exchange officer roles with a national qualified intermediary where he helped facilitate hundreds of 1031 exchange transactions. Joe’s consultative approach and 1031 exchange experience are an ideal fit to help his clients at Clark Wealth Strategies.
Joe and his wife, Angie, have 2 adult children and live in a suburb of Minneapolis.