Rick was the founder and original visionary of Clark Financial. He was born and raised in Newburgh, NY, where he attended Newburgh Free Academy before attending Embry-Riddle Aeronautical University and James Madison University. Rick was a force to be reckoned with and left behind a remarkable legacy, including his life’s work creating Clark Financial Solutions. He was a devoted father dedicated to ensuring his children learned life’s most useful and valuable lessons. He was the most gracious and generous person and always wore his heart on his sleeve. Rick was an avid sports enthusiast, even after surviving stage 4 cancer in his 50’s. He loved skiing, on the water or snow, iceboating, flying airplanes, and fishing. Rick poured his heart and soul into everything he did; whether rebuilding a car or raising his children, he did it with all his heart. If you met Rick, you fell in love with his charisma; it was contagious. He made sure his home was always full of laughter, dancing, and music.

Rick was working at a large firm after college, and he yearned for a firm that truly catered to his clients’ needs. This developed into a vision of owning a business that focused solely on providing honest, holistic financial advice for people of all ages. Rick incorporated Clark Financial in 1987 to do just that. Megan took over all operations in 2015, allowing Rick to stop working and enjoy his family, hobbies, and retirement. Today the company has grown tremendously and will always operate under the fiduciary standard … putting our clients’ interests first and foremost.

Rick had a very successful career. He was nominated as an Advisor of the Year in 2011 by Senior Market Advisor Magazine. He continually was recognized by people as a leader in his industry and was always on the cutting edge of finding the best tools for the firm to offer our clients. Rick was a ferocious supporter of various charities and loved all puppies he encountered. He was a pillar of our community and will be remembered with gratitude. He was greatly loved and will be sorely missed. Rick always celebrated this life, and we will continue to celebrate his life each and every day by taking care of our clients.

His vision of guiding our clients toward a Brighter Financial Future continues to be the foundation of our firm. Our advisors plan and invest with a disciplined approach, which aims to provide reasonable rates of return while minimizing the negative effects of market volatility. We work with you to determine if there is a facet of your financial plan that we may be able to help you with.