The possible role of insurance and investments in your financial strategy!

Request a no-obligation meeting with Clark Financial Solutions today to discuss your financial strategy and how you may achieve a brighter financial future by working with an independent firm.

Call Us Call Us

About Our Firm

This is our story, we look forward to hearing yours. At Clark Financial Solutions, our sole focus is YOU.


Meet Our Team

 

Andrew Gauldin, MBA

Licensed Client Concierge

Andrew joined our team in 2016. He is from the Berryville area and has been in finance for more than seven years. Andrew received his degree from James Madison University in 2009 with a double major in Management and Economics. In 2011 he received his Masters of Business Administration also from James Madison University. Andrew is the point-person on all new business and transfers, as well as client service requests. During his free time, Andrew enjoys hiking, fly fishing and camping with his wife of 5 years, Samantha.

Kris Money

Licensed Client Concierge

Kris joined our team in 2016. She is a native of Topeka, Kansas and comes to us from Advisors Excel. Kris has been in the business a long time and brings with her a lot of experience and fresh ideas. Kris is very family oriented and enjoys spending her time with family and friends, while taking in the culture and history of the region.

Sam Gauldin

Administrative Assistant

Sam Gauldin joined Clark Financial in 2016 as our Administrative Assistant. Sam is a native of the Virginia area and grew up in Middletown. Her role is critical to our team as she is the point-person when you first walk in the door to our office. We promise you she will greet you with a smile and offering cookies. She has a hands on approach and attention to detail that our clients have come to love. Sam loves art, camping, and anything outdoors (especially gardening).

Laura DeVita

Client Relations Specialist

Laura DeVita is our Client Relations Specialist. She joined our team in 2012 as an executive assistant. Laura grew up in Maryland and after attending Penn State university relocated to Northern Virginia. She excelled through her first year, and became our Operations Specialist. In the end of 2014, Laura’s husband was relocated for work, and continues to work from home for our team. She is an integral part of our client service team, and will be in touch with you periodically. When she’s not busy with Clark Financial, she is most likely spending time with her husband and adorable son Landon.

Lauren Chappell

Events Specialist

Lauren joined our team in 2011. She is a native of the Northern Virginia area. After attending school she was searching for a career, when she met Rick while working as a server at Jackson’s in Reston Town Center. Rick appreciated her positive can-do attitude and spoke with her about joining the team. She answers clients’ questions and processes advanced client service requests service requests. In addition to client service, Lauren coordinates and plans all events for Clark Financial. In her spare time, you can be rest assured that she is enjoying her time at home with her husband and daughter.

Ricky Menendez

Client Service Specialist

Bio forthcoming.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at clientservice@clarkfinancialplanning.com or call us at 703.796.0957 today!


 

Contact Us

Phone: 703.796.0957
Fax: 703.796.0838
clientservice@clarkfinancialplanning.com

Our Location

1856 Old Reston Ave. Suite 203
Reston, VA 20190

Connect With Us

Facebook
Twitter
LinkedIn