Dan Clark

Dan Clark began his career in the financial services industry in 1995 after graduating from The University of Texas at San Antonio. As an Accredited Investment Fiduciary®, Dan works exclusively to provide personalized service to retirement plans. By focusing on fiduciary responsibilities and plan governance, Dan provides valuable insight into the management of retirement plans consistent with industry best practices.

Dan has more than 15 years of industry experience and holds the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies.