Michael Clark

WORK HISTORY

EDUCATION

ABOUT MICHAEL CLARK

I became a financial advisor because I’m passionate about helping people make confident, informed decisions about their financial lives. I believe clarity is empowering—and I enjoy building the kind of long‑term relationships where clients feel supported, understood, and prepared for whatever comes next.With over 10 years of experience, I work with individuals, families, and business owners to create personalized financial plans that reflect their values, goals, and vision for the future. As part of the Peters Group at Baird, I take a holistic approach that goes far beyond investment management. Together, we integrate retirement planning, tax‑efficient strategies, risk management, and estate considerations into a coordinated and practical long‑term strategy.Some of the ways I help clients include:• Developing retirement plans designed to provide confidence throughout life’s transitions• Helping business owners navigate liquidity events, succession planning, or major financial decisions• Building comprehensive financial plans that align investments, taxes, and long‑term goals• Providing guidance during major life changes—marriage, growing families, career changes, or lossOutside of work, I enjoy connecting with my community, serving in my church, exploring new interests, and continuously learning—because the more perspective I have, the better I can serve the people who trust me with their financial lives.If you’re looking for a thoughtful, relationship‑oriented approach to your finances, I’d be glad to have a conversation about how our team can help.Learn more about our approach at: petersgroup.bairdwealth.com or email me at m••••••@rwbaird.com.#FinancialPlanning #CFP®