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How We Work

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

David B. Clark



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.