Our mission at Clark & Associates is to help instill more confidence in every decision, empowering you to shape a future aligned with your values and aspirations.

Together, we create meaningful impact through a collaborative advice experience. Integrity and your interests are our highest priority.

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Team photo

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Our advisors

Ray Clark

CFP®, BFA, CRPC, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Ray Clark

Evalyn Clark

BFA, CRPC, CEPA®

Associate Financial Advisor

Behavioral Financial Advisor
Learn more about Evalyn Clark


Our team

Alyssa Wetterlund, CEPA®

Alyssa Wetterlund, CEPA®

Operations Manager

Qualifications

  • CEPA®

Roles & Responsibilities

  • Operations Expert
  • Client Relationship Management
  • Business Development Manager
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Logan Callahan

Logan Callahan

Client Service Manager

Roles & Responsibilities

  • Scheduling Expert
  • Event Coordinator
  • Secure Site & Client Support Specialist
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Jeremy Adams

Jeremy Adams

Paraplanner

Roles & Responsibilities

  • Licensed Team Member
  • Client Meeting Preparation
  • Financial Plan Coordinator
  • Special Project Management
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