Brad Clark

Brad graduated with a business degree from Miami University in 1981. He has worked in the financial services industry since 1987. His first eight years were spent in the corporate benefit plan arena. Since 1995 he has focused on investment management for individuals and families.

As a financial planner specializing in investment management his efforts have been focused on helping clients work toward achieving their life goals through the proper allocation and management of their investment assets. This includes security selection, plan implementation and ongoing portfolio monitoring.

Brad is a CERTIFIED FINANCIAL PLANNER™ professional, is married, and has two grown children. He is also an avid history buff.

Brad Clark

Chief Investment Officer
& Partner

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