Richard Clark

Background

About Richard Clark

How I work with others I always want to understand what is most important to you when developing a financial strategy. I have an established process that I use to help make sure we reach your objectives and that you understand how your money is invested. I focus on individual investors focused on retirement planning and/or other strategic planning. I work with many professionals (CPA's, attorney's) to help make sure that your plan is complete. Background I began my career at Edward Jones in 2012 as a Financial Advisor. I earned a bachelor's degree in marketing and Economics from Utah State University in Logan UT. In addition, I received the AAMS™ in 2017. •AAMS™ Designation The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. Family/Hobbies My spouse, Kami, and I have 3 kids Brooklyn, Mason, and Haylee. I am originally from Logan, UT, and I have lived in Layton, UT since 2013. I enjoy anything that gets me outdoors with my family and friends. cycling, tennis, golf, snow skiing and Water sports are a few of my passions, I also enjoy watching a good sporting event. My wife and I love to explore the world and ride a scooter wherever we travel. Branch Team My branch office administrator is Cheryl Steggell she has been apart of my team since 2015. She is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statements, dividends, stock certificates or your account in general. 801-544-4244 Relationships are key, and in my view, meeting face to face builds strong relationships. I want to meet when it is convenient for you as a client or potential client because I recognize the challenging needs of your business and For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see