Phil Clark, CFP®

Phil Clark, CFP®

Partner

Phil, a Kentucky Wesleyan College graduate, has practiced in Owensboro as a Financial Advisor for over 35 years. Recognizing the importance of finance education, he was one of the first in Kentucky to attain the Certified Financial Planner designation.

By offering independent consulting and investment services, Phil specializes in helping his clients make more informed decisions concerning their retirement planning and overall financial health.

Phil is fortunate to have served several community, business, and charitable organizations, which have provided both enriching and challenging experiences.  Past relationships include serving as CVO with the Owensboro Family YMCA. Currently he serves as a board member with the Bluegrass Music Hall of Fame & Museum

Education:

  • Kentucky Wesleyan College (BA English)
  • Certified Financial Planner (CFP)
  • Consultant License for Life & Health Insurance

Kay Cooper

Kay Cooper

Operations Manager

Faye Weeks

Faye Weeks

Receptionist

 

Phone (270) 686-8114