Clark Asset Management, LLC

Danielle Harmon is a CFP® professional affiliated with Clark Asset Management, LLC, with experience spanning over six years in the financial advisory industry. Her work history includes roles at Blue Trust, Origin Financial, and Boundless Financial Services, along with prior experience at Clark Asset Management. Clark Asset Management serves individual and high-net-worth clients by providing wealth management through ongoing investment management and financial planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, focusing on planning areas such as retirement income, tax planning, risk management, and estate considerations.

Neal Heslor is a financial advisor at Clark Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Cobblestone Capital Advisors, LLC and Tompkins Trust Co. Neal is based in Ontario, NY. Clark Asset Management serves individual and high-net-worth clients through ongoing investment management and comprehensive financial planning. The firm employs a primarily passive investment approach using index mutual funds and ETFs, with an emphasis on tax-aware portfolio construction and rebalancing.

Gregory Baker is a CFP® with 13 years of industry experience. He currently works at Clark Asset Management, LLC and previously held roles at Charles Schwab & Co., Inc. and T. Rowe Price. Outside of finance, he performs as a musician in St. Petersburg, FL. Clark Asset Management serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm emphasizes a passive investment approach using index funds and ETFs, along with tax-aware portfolio construction and ongoing financial planning services.

Michael Levy is a CFP® with 10 years of industry experience and is currently an advisor at Clark Asset Management, LLC. His prior experience includes roles at RiversEdge Advisors, LLC and Ameriprise Financial. Clark Asset Management serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm’s six-person team primarily uses a passive investment approach focused on index mutual funds and ETFs, emphasizing tax-aware portfolio construction and ongoing planning services.

I was hanging on every word… It was a beautiful spring day in Palo Alto in 1996. My Modern Portfolio Theory professor – Nobel laureate Bill Sharpe – was explaining the “illusion of stock picking skill” and the idea that stock pickers as a group lose big to the stock market as a whole. I remember closing my eyes and taking it all in. Was it possible that a several hundred billion dollar industry was just harming investors? That the whole thing was built on an illusion? Even a lie? I was just entranced. (It turns out I caught a brief glimpse of my true calling that day, but it would be another 17 years before I actually took concrete steps to become a financial advisor.) But then the class ended, and I went back to the business of graduating from Stanford Business School. I headed back to consulting for a couple years, and then co-founded a dot com. But in 2003, I ended up in awkward position. An awkward position that ultimately lead me to my true calling. I had accepted the position of Publisher & Chief Marketing Officer at The Motley Fool, the personal finance website. I loved the people, and rocked the job. But something was wrong. You see, one of my responsibilities was to convince millions of investors that we had superior stock picking skills. There was just one problem with this – I didn’t believe it. Beliefs are a funny thing. I came to believe back in 1996 that stock picking skills are an illusion, and that belief had just stuck. And I couldn’t unstick it. I eventually left The Fool with mixed feelings. I was proud of our commercial success, and my role in that. But I also felt like I had betrayed my beliefs. It wasn’t a good feeling. I tried jobs in other industries, but something kept pulling me back to investing and personal finance. And then it finally hit me. I knew what I was meant to do, and I set out to form my financial advisory firm, Clark Asset Management, LLC. Now I get to help people directly, and do it in a way that’s 100% consistent with my beliefs. I get to leverage a career’s worth of skills in financial planning and analysis, problem solving and client communication. And I get to do my part to help transform an often shady industry into a helping profession. It’s awesome. …if you’d like to learn more, I encourage you to download one of my complimentary guides or schedule a complimentary phone consultation.

Kary Meschke is a CFP® with seven years of industry experience, currently serving as an advisor at Clark Asset Management, LLC. Prior to joining Clark in 2025, Kary worked at Wade Financial Advisory and Stockman Wealth Management. Outside of financial advising, Kary volunteers as Treasurer for the Salvation Army Advisory Board and serves as Vice President of the Board of Directors for Code Girls United, a nonprofit focused on encouraging girls to pursue STEM careers. Clark Asset Management serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm employs a primarily passive investment approach using index funds and ETFs, emphasizing tax-aware portfolio construction and ongoing financial planning across multiple areas.

Erin Mcclain is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Coastal Wealth Management. Her prior roles include positions at The Vanguard Group, MyCIO Wealth Partners, and Cetera Investment Advisers. In addition to her advisory work, she operates as a regional sales manager and independent contractor, assisting local businesses with credit card payment processing and related services. Coastal Wealth Management is an independent, SEC-registered investment adviser offering fee-based, discretionary portfolio management to individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy based on fundamental analysis and uses a range of securities, including equities and options, tailored to client objectives.

Christian Messemer is a CFP® with 12 years of industry experience, currently serving at Clark Asset Management, LLC since 2022. He previously worked at Q3 Advisors LLC and has been involved with Scholarship Shepherd since 2018. Clark Asset Management serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm primarily uses a passive investment approach, focusing on tax-aware portfolio construction, and offers ongoing planning services including retirement, tax, risk, and estate planning.