Clark Financial Services Group, Inc.

Kevin Clark is a CFP® with 26 years of industry experience and serves as Vice President of Clark Financial Services Group, Inc. He has worked at Cutter And Company Brokerage, Inc. since 1999 and has been employed by the St. Louis Cardinals LP since 1998, where he works as a scoreboard operator during the baseball season. Additionally, he is Vice President of Operations for the Ellisville Athletic Association, a baseball and softball organization. Clark Financial Services Group, Inc. provides financial planning and discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes long-term financial planning with portfolios implemented primarily through mutual funds and third-party model or tactical portfolios, employing both fundamental and technical analysis in a market-timing investment approach.

Amanda Roberds is a financial advisor at Clark Financial Services Group, Inc. with 10 years of industry experience. She holds the Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab from 2015 to 2018. Clark Financial Services Group provides financial planning and discretionary investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes a long-term financial plan balancing safety, income, growth, risk, and taxes, implementing portfolios primarily through mutual funds and third-party model or tactical portfolios alongside selective stock holdings.

Christopher Schulenburg is a financial advisor at Clark Financial Services Group, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Clark Financial Services Group since 1991 and Cutter & Company, Inc. since 1995. Clark Financial Services Group provides financial planning and discretionary investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach combines long-term financial planning with tactical portfolio management, utilizing mutual funds, ETFs, individual equities, and third-party model portfolios.

Thomas Harvell is a financial advisor at Clark Financial Services Group, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been associated with Clark Financial since 2008 and Cutter & Company, Inc. since 2010. Clark Financial Services Group provides financial planning and discretionary investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach combines long-term financial planning with portfolios implemented primarily through mutual funds, third-party model or tactical portfolios, and selective stock holdings, employing both fundamental and technical analysis.

Matthew Herron is a financial advisor with Clark Financial Services Group, Inc. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Scottrade, Inc. since 2008. Clark Financial Services Group provides financial planning and discretionary investment advisory services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on long-term financial planning that balances safety, income, growth, risk, and taxes, utilizing mutual funds, third-party model portfolios, and selective stock holdings with a tactical, market-timing strategy uncommon among similar teams.