Our Team

Jeff Clark

Wealth Advisor

- CFP®

Contact Jeff

Phone: 651-714-0323

Fax: 651-714-0422


635 Bielenberg Drive, Suite 210
Woodbury, MN 55125

About Jeff:

Growing up on a farm in Southern MN, Jeff learned the discipline of managing varying and often unexpected responsibilities for his family. Starting at the age of 8 he took the skills he learned on the farm and for a decade studied martial arts eventually competing on the international stage in South Korea in 2002 and 2004. Leaving martial arts behind he went on to pursue a degree in Mathematics and eventually a career in the financial industry just months before the 2008 financial crisis. Since that time, Jeff has helped 1,000’s of families think through and design their own retirement. Leveraging his roots Jeff believes in strategies that are Practical, Statistically Reliable, and have the necessary Guardrails to protect what truly matters.

What are the 3 words that people use to describe you?

"Logical, Patient, Encouraging"

When you are not in the office, what are you most passionate about?

"My wife Amanda and our 3 kids Hailey, Eli, and Ashton. Personally, I enjoy outdoor activities like snowboarding, hiking, fishing, and Crossfit. I am also active with Eagle Brook Church in Woodbury serving in Student Ministries there since 2013. "