Kansas City, KS
Kansas City, MO
Archdiocese of KCK
Don Clark CFP®, MBA | Managing Principal
Don Clark is a Certified Financial Planner™ professional, a Managing Principal through LPL Financial and President of Personal Financial Group. Don has been in the financial industry for over 23 years. During that time, he has developed long-term relationships with his clients by emphasizing a comprehensive approach to financial planning that focuses on client service. Don helps his clients design financial plans that include estate planning, tax reduction and financial independence planning/retirement planning.
Don earned his Master’s Degree in Business Administration from Rockhurst University, and his Bachelor’s Degree from the University of Kansas. He has also earned the elite professional certification of CERTIFIED FINANCIAL PLANNER™ (CFP®) through his studies at the College of Financial Planning. Don currently holds the Series 7, 24, 53, 63 and 65 registrations through LPL Financial and is also licensed in Life and Health Insurance.
As an Investment Advisor Representative, Don specializes in developing and implementing retirement and estate plans for private clients. He incorporates advanced tax planning techniques to help minimize income and estate taxes. He also utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management.
Don is a firm believer in the growth and development of children through education and sports. For 8 years, Don was an elected member of a local Board of Education and was also an elected member of the Executive Board for the Kansas State High School Activities Association.
Don and his wife Nancy have three boys. He is actively involved in youth sports and has coached his sons in baseball, football and basketball. Additionally, he has officiated collegiate sports. In his spare time, Don likes to run and he has completed several marathons, including the Boston Marathon.
Jake Heller | Investment Executive
Jake Heller joined Personal Financial Group in July of 2015 as Don Clark’s Associate Advisor. He currently holds Series 7 through LPL Financial and Series 66 through both LPL and PFG, and is also licensed in Health and Life Insurance.
As an Investment Advisor Representative, Jake believes in client-centered, fully-encompassed planning to provide a unique, personalized service to each family and individual. He is committed to growing with clients through identifying specific needs such as education savings and tax, retirement, and estate planning.
Prior to joining PFG, Jake owned a small business in the Kansas City area while concurrently a student at Baker University in Baldwin City, KS. At Baker, he was the quarterback on the football team while working towards his Bachelor of Science degree.
Jake moved to the Kansas City area from Omaha, NE with his family in 1999, and has continually been an active member of the community throughout his high school, college, and professional careers.
Personal Financial Group was founded on the principle that financial planning should be based on personalized service. For each of our clients, we strive to create financial stability and a plan for financial independence, addressing wealth management concerns such as retirement, risk management, college, estate, and tax planning.
Our customized process is designed to help you accumulate, preserve, and transfer your wealth, while delivering unprecedented levels of personalized service. Our experienced professionals take a “hands-on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they discover that our staff truly cares about making their dreams a reality.
Through our use of sophisticated wealth management software and our dedication to keeping up with new innovations in technology, we have developed a systematic and evolving process to keep up with the changes of life.
As an independent firm, Personal Financial Group has no obligations to investment product companies, cross-sell quotas or other directives that may lead to potential conflicts with the best interest of our clients. Our sole focus is serving our clients, and acting in our clients’ best interests at all times.
We provide unbiased financial planning and investment advice, based on a thorough understanding of your unique circumstances and a responsible philosophy about wealth management. We offer the benefit of our experience, education, and professional training to help you pursue your personal financial goals.
We do our best to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their financial goals and in turn their dreams.
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