Bert Clark, J.D., CFP®, CLU®, CAP®, AEP®
Wealth Management Advisor


Bert Clark Financial Group

Our Team

Continuity. Performance. Growth.

At Clark Financial we are committed to help guide each client through their own unique set of financial opportunities and challenges. Part of this commitment includes having a carefully chosen, experienced team available to assist you.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.


 
Laura Stack

Laura Stack

Director of Insurance Services
Mobile 404-846-3000

Laura has over 15 years of experience in the financial services industry, and brings deep knowledge, solid professional advice and strategic guidance to our clients. She joined Bert’s team after graduating in 2004 from Covenant College, where she earned her Bachelors in Psychology.

As Director of Insurance Services, Laura is instrumental in the development and servicing of customized insurance strategies and products for our clients. She also assists with the implementation of our client's financial plans and the servicing of their wealth management.  

She has attained the Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU) designations, along with her investment Series 7 License. She is fully licensed in all product lines with which we assist our clients.

Laura resides in the Chamblee area with her husband and two sons. As a family, they enjoy travelling, hiking, reading and cooking on their leisure time.

 
Marisa Kelly

Marisa Kelly

Director of Client Services
Office 404-846-3573

Marisa graduated from Fordham University in 2006 with a Bachelor’s degree in Finance, and earned her Juris Doctor from Wake Forest University School of Law in 2012. She joined our team in 2016, and has earned her investment Series 7 license. She is also fully licensed in all product lines with which we assist our clients.

As Director of Client Services, Marisa creates a positive and memorable experience for each of our clients, and she is primarily responsible for all aspects of new client risk-based product transactions. She also supports our wealth management operations.

Marisa enjoys being challenged and welcomes every opportunity to work with our clients and their other advisors. What she enjoys the most is interacting with clients and getting to know them on a personal level. 

Marisa resides in Atlanta with her husband and daughter, and enjoys running, biking, and playing tennis during her leisure time.

 
Madison McBride

Madison McBride

Director of Investment Operations
Mobile 404-846-3000

Madison joined Bert’s team in 2013, after graduating summa cum laude from the University of Georgia, where she earned her Bachelor's degree in Finance.

She has earned her Certified Financial Planner (CFP) designation, investment Series 7 License, and Chartered Life Underwriter (CLU) designation. She is fully licensed in all product lines with which we assist our clients.

As our Director of Investment Operations, Madison is responsible for leading and directing all Financial Planning, Investment, and Annuity operations within our practice. She works with Bert in creating investment plans and portfolios for our clients, and in the ongoing management of those plans and portfolios. Integrity, care and dedication to detail comprise the very cornerstone of her work for our clients. 

Madison resides in the Midtown area, and she enjoys music, trying new restaurants, traveling and in her leisure time enjoys cheering on the Pittsburgh Steelers, Georgia Bulldogs, and Atlanta Hawks.

 
 

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