Working with an Independent Fiduciary is imperative for your financial future!
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.
This is our story, we look forward to hearing yours. At Clark Financial Solutions, our sole focus is YOU.
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, a graduate of Baker University and native of Topeka, Kansas, comes to us from Advisors Excel. Kris received her degree in Business Administration. Kris has 14 years of financial industry experience and brings a wealth of fresh ideas and a drive to put our clients first. She is our leading expert on Life Insurance and Client Services. When not working, you'll find Kris spending time with family and friends, while taking in the culture and history of the region.
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 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 joined our team in early 2017 and is a native of northern Virginia. He grew up in Oakton, VA and graduated from Radford University with a degree in Finance. Ricky handles new business processing, client service requests and is the office staff support. In his spare time, Ricky enjoys relaxing by watching sports, especially rooting on the local D.C. sports teams. He is a sports fanatic! One of his future goals is to become an advisor and help others!
Taylor joined our team in January of 2018 after moving to the Northern Virginia area mid 2017. A Tennessee native, she graduated from the University of Tennessee. She has been working in Finance for the last 3 years and is excited to help our clients and get to know them personally. Outside of work, you can find Taylor going on adventures with her dog Riley and discovering new restaurants and movies with her husband.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at 703.796.0957 today!
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