Craig S. Clark, CFP® - President
Craig is President of Clark & Company Wealth Management, LLC and a Registered Principal with Lincoln Financial Securities Corporation. After learning the financial planning business in a junior administrative role with Conway Financial Services, Craig developed his own client base from the ground-up, eventually starting Clark & Company in 2010. In addition to managing his own business, Craig also oversees seven other registered representatives within Lincoln Financial Securities.
Craig holds a Bachelor’s degree in Finance from Canisius College and a Master’s degree in Economics from the State University of New York at Buffalo. Additionally, he holds FINRA Series 7, 24 and 63 securities licenses and a NY Life, Accident and Health license. In addition, Craig is a CERTIFIED FINANCIAL PLANNER™ practitioner.
He is a member of several organizations, including the Financial Planning Association of WNY (Past President), the WNY Venture Association, and the serves on the board of the Financial Counselors of WNY. He also serves on the Editorial Review Board of the Journal of Financial Planning. He has been quoted in Buffalo Business First and has written commentaries for The Buffalo News and WNY Physician magazine.
Craig and his wife, Laurie, live in Buffalo with their three children.
Tracy Adam-Hinphy - Administrative Representative
Tracy joined Clark & Company Wealth Management in January 2018 as an Administrative Representative. Tracy is responsible for managing client relationships and maintaining client records. She is available to assist when establishing new accounts, maintenance on existing accounts, setting up distributions and assisting with the transfer of assets.
Tracy has over 20 years experience in the financial services industry, spending the majority of her career as a client relationship consultant at TIAA, a Fortune 500 company.
Tracy is a graduate of the State University of New York College at Oneonta where she received a Bachelor of Arts degree with a dual major of Business Economics and International Studies. Tracy holds her Series 7 and 66 FINRA licenses, as well as, NYS Insurance Life, Accident & Health.
Tracy and her husband, Patrick, live in Orchard Park with their three children. Aside from the busy lifestyle of having three active kids, Tracy and her family enjoy camping, skiing, and attending sporting events.