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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 experience as financial advisors, 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

Rod Clark, CFP®, LUTCF




I am a Wealth Management and Financial Planning Professional with over 30 years of experience helping individuals, families and businesses. My Independent Financial Services office is actively helping clients with their investment and...

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Zack Clark

Financial Advisor



Zack Is a Financial Advisor and part of the Wealth Management Platform. He holds his Life and Health Insurance licenses. Also he has completed his Securities Industry Essentials Exam, The General Securities Exam as well as his Series...

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