Michael began his career in the financial services industry in 1988, working in State Street Bank’s personal trust department and later as a financial advisor for NYLife Advisors. He has spent the last two decades as a Senior Relationship Manager partnering with pension, endowment and sub-advisory clients to help them attain their investment objectives. He has a degree in Business from Ithaca College and earned the CFP® designation as well as a Master’s degree in Personal Financial Planning.
After several decades of working with large institutional clients at some of Boston’s leading investment firms including Putnam Investments, State Street Bank, The Boston Company and Northern Cross, Michael returned to the area of finance that he is most passionate about – helping individuals and families achieve their financial goals.
Michael joined Clark Asset Management in 2019 to help service the firm’s clients and manage their investment portfolios. He believes that investment guidance should be comprehensive, objective and low cost, which aligns perfectly with the firm’s belief in transparent, holistic advice for a fixed flat fee.
Originally from Buffalo, NY, Michael has lived in Cohasset, MA for nearly thirty years with his wife, Linda and their two grown children, Morgan and Jack. When he’s not helping individuals and families manage their finances you can find him on the golf course, at the skeet and trap field, on his road bike or playing in the wood shop - but his favorite place to be is anywhere with his family.
Since joining Clark Asset Management in 2020, Stacia has maintained a seamless experience for every client. Stacia assists clients throughout the entire process, from onboarding to scheduling appointments. If you have a question or concern, Stacia is happy to understand what you’re looking for and connect you with the right resources.
Stacia previously spent six years with Ameriprise Financial where she fully supported two financial advisors. She handled the day to day client needs, scheduling, trading as well as financial planning needs. She currently has her series 7, 66 and MN state life and health insurance license. She has since left Ameriprise to start her own financial coaching business to help small business owners and other coaches with their financial needs. Her passion for finance and helping others achieve their financial goals is a great addition to our team.
Stacia was born and raised in Minnesota and knows it will be her forever home. She currently lives in Rochester, MN with her significant other, Andrew, their black lab, Ella and two cats. Stacia enjoys gardening, hiking and being out on the beautiful lakes MN has to offer. In her down time she enjoys reading and planning her next home improvement project!
Amy joined Clark Asset Management as a Paraplanner in 2020. She assists the team in preparing financial plans and reports and provides on-going support to clients. Amy’s Bachelor’s degree is in Human Services and she spent several years serving Minnesota families as a county social worker. In 2016, Amy decided to pursue her long-time passion for personal finance. She went back to school and in 2018 earned a Masters in Financial Planning from South Dakota State University. She is currently studying to attain the Certified Financial Planner (CFP®) designation in the fields of tax, insurance, investments, retirement and estate planning. She has spent the last year providing planning support to financial advisors. Amy thoroughly enjoys financial planning and the role it plays in helping people achieve their personal goals.
Amy resides in Sartell, MN. She has four children Bronwyn, Preston, Patton, and Jackson. Her children are all very active in sports, so she spends a lot of her time in hockey arenas and baseball fields. She enjoys being outside as much as possible in the warm months and spends the winters skiing or skating on the neighborhood pond. Besides spending time with her friends and family, Amy loves travelling, history, podcasts, and music. She particularly enjoys a good road trip, especially if it ends in Williamsburg, VA; Savannah, GA; or the Black Hills in South Dakota.
As Operations Manager, Stephanie is responsible for account and client service across the many moving parts of the firm. Having begun her career in the financial services industry in 1992, she brings a breadth of experience to her role at Clark Asset Management.
Stephanie first entered the industry with Prudential Insurance. After, she accepted a role at Dean Witter Reynolds, assisting several top producers with sales and marketing. Stephanie later worked for a small broker dealer and also helped to develop a new RIA Corporation that focused on money management strategies for registered representatives. Once the securities department was fully functional, she transitioned into the retirement plans area, helping to develop a group annuity platform through ING Reliastar for use with 401k and 401a plans.
Stephanie went on to hold positions as regional sales manager of an insurance marketing organization as well as director of sales and product development for a mid-size broker dealer. In April 2007, she started Financial Services Outsourcing Solutions, Inc. which specializes in assisting Registered Investment Advisors with their back-office operations and marketing.
Stephanie holds a Bachelor of Business Administration in Finance and Economics. She also holds her series 6, 7 and life insurance licenses.
Stephanie is an Ohio native and has been married to her husband, David, since 1995. They have three children, Kaelyn (30), Haleigh (20) and Gabriel (15). She enjoys camping with her family, quilting, embroidery and reading.