Garrett Clark
CFP®, Planning Specialist
Team member since: September 2024
Who you can call when:
You’re at a pivotal point in your financial journey and want a thoughtful partner to help you chart a clear, effective path toward your goals.
Who’s your Superhero and Why?
My favorite superhero is Aquaman. He’s a steady leader who always steps up to protect his community and do the right thing. I like that he is tough, loyal, and not afraid to take on big challenges. His sense of responsibility and calm under pressure attitude are qualities I strive for every day.
What’s the best part of your job?
Helping individuals and families make informed choices that move them closer to their goals and create a lasting legacy for the people and communities they care about.
What matters most to you?
Making meaningful progress toward what truly matters and empowering those around me do the same.
a powerful
force
for good
By helping you coordinate the complexities of your financial life, we can create more time for what matters most and empower you to make an impact in the lives of the people you care about. Take a minute to get to know us!
