Meet Our Financial Planners

Jennifer Clark, CPA, is passionate about helping individuals and families make confident financial decisions through proactive, tax-efficient planning. With more than 25 years of experience in the financial industry, she specializes in helping clients develop strategies to minimize taxes over their lifetimes and make the most of their retirement years.

Jennifer earned her Bachelor of Science and Master of Accountancy degrees from Brigham Young University. Her interest in saving and investing began in childhood and has grown into a career dedicated to helping others make the most of what they’ve worked hard to build. Her extensive experience in the financial services industry, including tax preparation and financial planning, has given her a well-rounded perspective on how financial decisions can impact a client’s long-term financial picture. Today, she focuses on proactive tax planning, helping clients look ahead and make decisions that may positively impact their future tax obligations.

Jennifer believes financial planning should bring peace of mind, not anxiety. She takes pride in explaining complex tax concepts in a clear, approachable way and building relationships that go beyond the numbers. She enjoys getting to know clients, their families, and what matters most to them, while providing consistent, thoughtful support through life’s important transitions.

Outside of work, Jennifer enjoys spending time with her husband and three grown children. She is active in her church and community service and enjoys cruising, building furniture, and baking.

Jennifer believes a retirement worth living means having the freedom to spend time with loved ones, pursue your passions, and serve others—with a financial plan that provides confidence and flexibility along the way.