Meet the Team

Bradley formed Clark Asset Management in 2016, and is one of only 2% of advisors who hold both the CFP & RICP (retirement income certified professional) designations. He holds his BA from Harvard University, and his MBA from Stanford where he studied Portfolio Theory with Nobel Laureate, Bill Sharpe.

Prior to founding Clark Asset Management, Bradley served as Publisher of The Motley Fool, co-founded Military.com, and was a partner in a financial & strategy consulting firm.

He is a family lover, financial planner, evidence-based investor, entrepreneur, strategist, Red Sox fan, stats geek, and bridge enthusiast.

Bradley resides in the seacoast of New Hampshire with his 3 terrific kids—Will, Sam, and Maddie. He loves spending time with his family, rooting for all Boston sports teams, and waiting for the World Cup.

Mike joined Clark Asset Management in August of 2023 as our Director of Financial Planning. Prior to joining, Mike was a Partner and Director of Financial Planning at an RIA firm in Delaware. With his experience, he has acquired a deep understanding of investment strategies, retirement planning, and wealth management. Mike is dedicated to his craft and has a passion for helping clients achieve their personal and financial goals.

Mike holds his Certified Financial Planner™ (CFP®), Accredited Portfolio Management Advisor℠ (APMA®), and Chartered Retirement Planning Counselor℠ (CRPC®) designations. He also earned a bachelor's degree in Finance and Economics from Spring Hill College in Mobile, AL.

Outside of work, Mike enjoys staying active and spending time with his loved ones. He is an avid Philadelphia sports fan, specifically the Sixers. In his free time, you can find him working on house renovations, traveling to new destinations, and learning the game of golf.

Christian joined Clark Asset Management in January of 2022 and brings with him over ten years of advisor and financial planning experience. He cut his teeth at Morgan Stanley, moved to a regional RIA, and most recently worked as a Financial Planner and Rothologist at a boutique planning firm that focused explicitly on Roth Conversion strategies for high-net-worth individuals.

If you prefer advisors with education and letters, he's got that too: a bachelor’s (2002), a master’s (2010), and a doctorate (2020). He earned the CFP® in 2007, and between 2014 and 2018, taught personal financial planning at the collegiate level.  

Christian is a relationship-driven connector who enjoys meeting new people and adding value to the lives of others. In the planner-client interaction, his work creates value and earns your trust, which results in you executing your plan and achieving your goals.

Christian has a passion for financial planning, but his family takes center stage. He and his wife, Matia, have two kiddos, Anna and AJ. In his free time, Christian enjoys cooking, watching college football (Go Vols!), coaching his son’s flag football team, and serving in his local church.

Chris joined Clark Asset Management in August of 2024, with over a decade of experience in financial planning as an advisor. He previously worked with a national, virtual firm and two smaller RIAs local to Knoxville, TN. In each of these roles, he helped clients achieve their financial and personal goals through holistic wealth management.

He is passionate about helping clients design, create, optimize, and maintain their ideal lifestyle, ultimately helping them achieve relaxed confidence in their financial lives. Chris graduated from the University of Tennessee in Knoxville, where he received a Bachelor of Business Administration, Finance, along with a collateral in Entrepreneurship. He is both a Certified Financial Planner® professional and a Certified Private Wealth Advisor® professional.

He still lives in Knoxville, TN, with his wife, Amy, his daughter, Lizzy, and his son, Liam. In his spare time, he enjoys spending time with family and friends, working out, golfing, reading, and watching sports.

Neal joined Clark Asset Management as a Financial Planner in December of 2023. He brings his BS in Business Economics and nearly 20 years of experience in the Financial Planning field to the firm.

When not working, he spends most of his time and energy with his "first team":  his wife, Kolleen, and their three children. Free time is often consumed by basketball ... as a dedicated coach, an avid fan, and a recreational player.

Ang joined Clark Asset Management in June of 2022. With her Bachelor of Arts degree in Communication & Writing, as well as years of experience in financial servicing and digital marketing, she assists the team with client communication and data management. Committed to protecting your best interest and building confidence in your future, the investment philosophy at CAM was the right fit.

Originally from Rochester Hills, Michigan, Ang moved to La Jolla, California for several years and made the most out of it by exploring the abundance of national parks. Now back in the Great Lakes State with her husband, she still spends her spare time outdoors. You can find Ang hiking local trails, photographing captivating landscapes, or traveling to new destinations.

Joining Clark Asset Management in November of 2024, Jessica comes with experience in financial services and a special interest in retirement accounts and planning. Jessica has a diverse background including financial services at Fidelity, small business, and fine arts. She supports the team from the administrative and operations side to make sure they can focus on what they do best and is excited about the future with CAM.

Spending most of her life in Ohio, including college with her Bachelor's at the Art Academy of Cincinnati, Jessica is soon to be a North Carolina resident. She enjoys collecting hobbies, painting, and international travel with her husband in her free time.

Amara joined Clark Asset Management as a Client Service Associate in 2023. She brings over 16 years of experience in the financial services industry, as well as supports both our team and our clients. Amara endeavors to be a step ahead of any task or obstacle, and is committed to providing exceptional client service.

During her time at Morgan Stanley, she worked with many talented people. Amara believes you can learn something from everyone you meet, and is excited to continue getting to know our clients and their families. 

She was born and raised in beautiful Sonoma County, California and enjoyed many years in Southern California as well. Amara now lives in Northern Illinois with her husband and son. She enjoys hikes with her family and friends, and building her houseplant collection.

Dave has been with Clark Asset Management since the beginning. He supports the CAM team by ensuring accounts are properly setup at Schwab and everything runs smoothly with respect to funding, transferring, and taking distributions from accounts.

Dave served in the US Navy from 1988-1992. Following his honorable discharge, he attended the University of Akron in Akron, Ohio. Dave worked as an electrician for many years before he changed careers in 2014 and earned the Registered Paraplanner Certification. 

Dave lives in Ohio with his wife, Stephanie, and their 2 children. 

Brett joined Clark Asset Management with over a decade of experience in the financial services industry in both personal wealth and portfolio management.

After earning a BBA from the University of Texas at San Antonio, Brett began his career working with individuals and families as a representative with an independent broker/dealer. In 2012, he started his own Registered Investment Advisor firm, leaving the commissioned-based business behind. Brett quickly gained a solid reputation as a portfolio manager for other investment advisors, leading his RIA to rebrand and rebuild in early 2015 to a firm that provides an infrastructure where advisors can come into and thrive.

An Austin, Texas native, Brett has lived in San Antonio for almost fourteen years, where he currently resides with his wife and two young children. Brett is active in his church, enjoys golfing and playing chess, and is an avid saltwater angler.