Gary Clark began his professional career with a large national accounting firm in 1974. In 1978 he began Clark Planning & Investment Advisory. He is fortunate to have had the opportunity to obtain an excellent college education in accounting and economics and subsequently obtain the degree of Certified Public Accountant and Personal Financial Specialist conferred by the American Institute of Certified Public Accountants. He continued his education in financial planning and investment management and received the CFP®™ credential from the Certified Financial Planner Board of Standards and ChFC designation from the American College. CFP®™ is a certification mark owned by the Certified Financial Planner Board of Standards, Inc.
Emily Clark has over 22 years experience in managing the office, accounting, and client contact and services. She truly cares about our clients and is eager to be of service. She has excellent organizational skills and a special talent to get things done efficiently and economically. She performs various administrative functions for clients as needed. Her education includes college courses in accounting.
Jenny is Gary and Emily's daughter. She has been working with Clark Planning for many years now assisting Gary with all aspects of the day to day business. She has two children named Aidan and Ella.