Clark joined Soltis Investment Advisors in late 2003. Since that time, he has been dedicated to nurturing professional relationships with clients and guiding them towards their financial goals and objectives. Early in his career at Soltis, Clark worked closely with institutional clients servicing retirement Plan Sponsors and their employees. Later, Clark began focusing on the Wealth Management side of Soltis and has been the Managing Partner for Wealth Management Services since 2013.
As a shareholder (2010) and member of the Soltis Board of Managers (2013), he has played a pivotal role in shaping the firm’s strategic direction and managing the internal teams that drive our success. This deep-rooted history culminated in his appointment as Chief Executive Officer in 2025. His elevation to CEO represents a natural evolution of a career spent championing the Soltis mission.
Before joining Soltis, Clark lived in Menomonee Falls, Wisconsin, and worked for Strong Financial Corporation, a leading mutual fund company at that time. In 2000, Clark graduated with a Bachelor of Science in Finance from Southern Utah University. Additionally, he holds the esteemed Certified Financial Planner (CFP®) designation, underscoring his commitment to excellence in financial planning. He also served a two-year mission for his church in Mexico and is fluent in Spanish. Over the years, Clark has remained active in his church community, spending much of his time mentoring young people, particularly young men, as they pursue their life goals.
Clark and his beloved wife Charlyn are very pleased to be the parents of four children. When Clark is not at work, he can be found doing something outdoors. He loves to water ski, hunt, mountain bike, ride snowmobiles, and is usually trying to get ready for another Triathlon. In late 2024, Clark completed the full Florida Ironman, which was a major personal accomplishment.