Meet the Clark Financial Group Team
We’re committed to helping you create a financial strategy today to get you through tomorrow. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance and investment products to help achieve the objectives of that strategy.
The team at Clark Financial Group Inc. is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
Dr. Bill Clark, Ph.D., CLU®, ChFC® Founder
As the founder of Clark Financial Group Inc., Dr. Bill Clark is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Bill got his start in the financial services industry in 1980, following his completion of the Chartered Life Underwriter® and Chartered Financial Consultant® certification programs through the American College in Bryn Mawr, Pennsylvania. He has also completed doctoral work in psychology and counseling at Cornerstone University.
In his role as a financial advisor, Bill’s passion is helping pre-retirees and retirees preserve and protect the assets they’ve worked so hard to accumulate. He advises clients in the areas of retirement planning, tax planning, money management and insurance needs. Bill works with each client to create a strategy to potentially increase spendable income, preserve assets and minimize tax obligations. He also helps clients identify and prepare for potential long-term care issues.
Bill is a member of Kingdom Advisors, a paid membership organization composed of Christian financial professionals, and is a Dave Ramsey Financial Peace University coordinator at his church.
Bill Clark and Clark Financial Group are not affiliated or endorsed by Dave Ramsey and Financial Peace University.
Laurie Pertile, CFP® Investment Adviser Representative
Laurie has over 19 years of financial planning experience working for major brokerage institutions including Fidelity Investments and Charles Schwab, and additional years in corporate finance having begun her as a financial analyst at Electronic Data Systems in Plano, Texas. She obtained her CFP® designation in 2011 and enjoys educating and helping clients of all backgrounds and situations. She specializes in the preparation of practical, custom financial and retirement plans for her clients, and takes the time to get to know them and their families. Outside of work, she is an active member of her church and loves staying active by having fun outdoors with her extended family, friends and her dogs.
Susan Mills Buchheit Investment Adviser Representative
Susan Mills Buchheit is an Investment Adviser Representative at Clark Financial Group. She works with clients to create retirement strategies that are unique to each family’s goals and circumstances.
Susan has passed the Series 65 exam issued by FINRA. She has also earned a bachelor of fine arts degree from the University of Connecticut, as well as a master of education degree from Southwestern Assemblies of God University (SAGU).
An educator at heart, Susan taught for many years at a large Christian school and later served as principal for a K-12 charter school. She has also served as an adjunct instructor at SAGU and currently teaches at The King’s University in Southlake, Texas.
Susan uses her teaching background to educate people on financial topics. She has led many seminars on financial issues throughout her career and currently serves at her church as a financial stewardship coach and Altar Minister.
Outside the office, Susan enjoys continuing her education and traveling to new places. She and her husband enjoy spending time with their children and grandchildren.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at Info@ClarkFinancialTx.com or call us at 469.287.5657 today!