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Certified Financial Planner · Retirement Income Certified Professional
Virtual
Specialties
I joined Clark Asset Management in January 2022, bringing over 12 years of experience in advisor and financial planning roles.
I cut my teeth at Morgan Stanley, moved to a regional RIA, and most recently worked as a Financial Planner and Rothologist at a boutique planning firm that focused explicitly on Roth Conversion strategies for high-net-worth individuals. If you prefer advisors with education and letters, I've got that too: a bachelor’s (2002), a master’s (2010), and a doctorate (2020). I earned the CFP® in 2007, the RICP in 2024, and between 2014 and 2018, taught personal financial planning at the collegiate level. I'm a relationship-driven connector who enjoys meeting new people and adding value to the lives of others. In the planner-client interaction, my work creates value and earns your trust, which results in you executing your plan and achieving your goals. At CAM, I oversee 130 client households and manage over $600 M in assets. I have a passion for financial planning, but my family takes center stage. I'm married (21 years to Matia), and have two kiddos, Anna and AJ. In my free time, I enjoy cooking, watching college football (Go Vols!), coaching my son’s flag football team, and serving in my local church.
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Always free for clients.
Certified Financial Planner, Retirement Income Certified Professional
Chartered Designations
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NONE. CLEAR U-4.