Broker Check

Our People

Rick Clark CLU®

Registered Principal of United Planners

(937) 843-3999

(937) 843-9879

rclark@clarkfinancialgroup.net

Rick has been helping people plan for their financial future since 1986. Rick's accomplishments included acting as managing director of an agency that was twice the leading (Prudential) agency in the country and Million Dollar Round...

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Michael P. Krouse

Financial Advisor*

(937) 843-3999

(937) 843-9879

mkrouse@clarkfinancialgroup.net

Michael brings more than 30 years experience as an executive manager and business owner. He has 11 years experience in the financial services industry* specializing previously in liability management and currently in investment* and...

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Wayne C. Brantley ChFC®

Financial Advisor*

(937) 843-3999

(937) 843-9879

wbrantley@clarkfinancialgroup.net

A ChFC®-certified Financial Advisor, Wayne's areas of concentration are in investment management*, retirement planning*, investment distribution*, estate planning*, college funding*, and other various areas of asset management*."I...

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Jack ("Greg") Best

Registered Representative*

(937) 843-3999

(937) 843-9879

gbest@clarkfinancialgroup.net

Greg has joined Clark Financial Group after a successful 31 year career in the manufacturing world. He brings a wealth of practical knowledge and experience in providing superior service to his client. The experience and diversity at...

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Amy Grunden

Financial Advisor*

(937) 843-3999

(937) 843-9879

agrunden@clarkfinancialgroup.net

Over 18 years of experience in helping clients meet/exceed their financial goals. Specializing in retirement planning, college savings plans, investments, and life insurance. *Offering Securities and Advisory Services through United...

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Jay Clark CFP®

Financial Advisor*

(937) 843-3999

(937) 843-9879

jclark@clarkfinancialgroup.net

Jay joins Clark Financial Group as an CFP®-Certified Financial Advisor*

*Offering Securities and Advisory Services through United Planners.

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