Meet Matt – a financial advisor with over 40+ years of experience.

In 1983, I began my career in the financial planning industry working as a trainee for my father's estate planning practice, Dennis Clark Associates Agency Inc.

From my Dad, I learned the power of helping people build financial plans with a holistic approach. The reality is life insurance and estate planning is a sensitive topic for everyone.

I am passionate about working with clients to help them problem-solve where their money is going and find solutions for themselves and their loved ones.

I specialize in retirement planning, life insurance solutions, and wealth management. I also hold designations Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). 

I’ve worked with Principal Financial Group® since 1999. Principal® is known for being a leading provider of Business Planning Solutions for small and medium-sized business owners in the industry.

My commitment to clients is to provide honest advice tailored to their unique situations. My goal is to help each client create the best financial and estate plan for them.

If you have questions or want to learn more, please book a no-obligations intro call. I look forward to helping you build a tangible wealth creation plan.