Clark’s tenure at Soltis Investment Advisors since 2003 has been defined by his dedication to nurturing professional relationships with clients and guiding them towards their financial objectives. As a shareholder and member of the Board of Managers, he plays a pivotal role in shaping the firm’s strategic direction.

With a wealth of experience spanning corporate retirement plans and individual wealth management, Clark’s expertise is rooted in years of service. Prior to joining Soltis, he spent three years at Strong Financial Corporation, a leading mutual fund family managing over $40 billion in assets. Fluent in Spanish, Clark has effectively served a diverse clientele.

Clark’s academic credentials include a Bachelor of Science Degree in Finance from Southern Utah University, earned in 2000. Additionally, he holds the esteemed Certified Financial Planner (CFP®) designation, underscoring his commitment to excellence in financial planning.