Clark Asset Management, LLC

Danielle Harmon is a CFP® credentialed financial advisor with nine years of industry experience. She is currently with Clark Asset Management, LLC and has previously worked at Blue Trust, Origin Financial, and Boundless Financial Services. Clark Asset Management, LLC provides wealth management and financial planning services to individual and high-net-worth clients, primarily using a passive investment approach focused on index funds and ETFs, alongside comprehensive planning for retirement, taxes, risk management, and estate needs.

Neal Heslor is a financial advisor at Clark Asset Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Cobblestone Capital Advisors, LLC and Tompkins Trust Co. He joined Clark Asset Management in 2023 as part of a seven-advisor team based in Ontario, NY. Clark Asset Management provides wealth management and financial planning services to individual and high-net-worth clients, focusing on retirement income, tax planning, risk management, estate, and college savings. The firm employs a passive investment approach using index mutual funds and ETFs, with distinctive features including a fixed flat-fee compensation model and multiple office locations.

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® and Series 66-licensed advisor with 11 years of experience in the financial industry. He has worked at Clark Asset Management, LLC since 2023, with prior experience at RiversEdge Advisors, LLC and Ameriprise Financial. Clark Asset Management provides wealth management services to individual and high-net-worth clients, focusing on passive investment strategies using index funds and ETFs, along with comprehensive financial planning tailored to clients with moderate to high complexity. The firm employs a fixed flat-fee compensation model and utilizes third-party support for account implementation.

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 eight years of experience, currently serving at Clark Asset Management, LLC. Prior to joining Clark Asset Management in 2025, Kary worked at Wade Financial Advisory and Stockman Wealth Management. Outside of his advisory role, he serves as Treasurer for the Advisory Board of the Salvation Army and is Vice President of the Board of Directors for Code Girls United, a nonprofit focused on increasing girls’ participation in STEM fields. Clark Asset Management provides wealth management and financial planning services to individual and high-net-worth clients, focusing on retirement income, tax planning, risk management, and estate and college savings. The firm employs a passive investment strategy primarily using index funds and ETFs, charges a fixed flat fee for its services, and operates multiple offices across the region.

Erin Mcclain is a CFP® professional with 13 years of industry experience, currently serving at Clark Asset Management, LLC. Prior to joining Clark Asset Management, she worked at The Vanguard Group, Inc. for five years and held various roles at firms including Coastal Wealth Management and Elite Consulting Partners. Outside of financial advising, she works part-time as a regional sales manager, supporting local businesses with credit card processing services. Clark Asset Management provides wealth management and comprehensive financial planning to individual and high-net-worth clients, emphasizing a passive investment approach using index mutual funds and ETFs. The firm serves clients with moderate to high planning complexity and uses a fixed flat-fee compensation structure not tied to assets under management.