Jeff Clark

Wealth Advisor - CFP®, EA

See if you're a fit

Michelle Campbell

Lori Classon

Growing up on a farm in southern Minnesota, Jeff Clark learned early the importance of planning for the unexpected. When a farming accident forever changed his family’s future, it shaped his understanding that true financial security requires preparing not just for what we expect but for what we don’t see coming. This formative experience drives his passion for helping families build resilient retirement plans that can weather life’s inevitable storms.

For over a decade, Jeff has guided thousands of families through the complex landscape of retirement planning, helping them design strategies that balance growth with protection, and opportunity with security. His expertise has made him a sought-after voice, along with contributions to NBC and CBS, and he’s been a frequent speaker at educational events throughout the Twin Cities, where he shares insights on retirement readiness, wealth management, and tax-efficient strategies for retirees.

Jeff holds the CERTIFIED FINANCIAL PLANNER™ designation and is an Enrolled Agent admitted to practice before the IRS. He serves as a fiduciary for his clients, always putting their interests first. He earned his Bachelor of Science in Mathematics from the University of Northwestern Saint Paul, where he jokes he studied to become “an extroverted actuary”.

Q & A

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

Logical, Patient, Encouraging

Q & A

What motivates you in your work?

The emails, cards, and personal stories I receive from people who share how much better they feel about their financial future because of the work we’ve done together.

Q & A

What’s one common financial mistake you help clients avoid?

The mistaken belief that their financial security is somehow out of their control—or worse yet, determined by world events.

Q & A

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

When he’s not helping clients navigate their financial futures, Jeff can be found on the slopes, hiking trails, or at the local CrossFit gym. He lives in Minnesota with his wife Amanda and their three children, Hailey, Eli, and Ashton, who keep him grounded in what matters most, family, security, and planning for the generations to come.

Q & A

What’s one experience that’s on your “life list” you haven’t done yet?

Attend the CrossFit Games.

Q & A

What’s something about you that might surprise people?

I can comfortably walk on my hands.