Craig S. Clark, CFP® - President
csclark@clarkwm.com
Craig is President of Clark & Company Wealth Management, LLC and a Financial Advisor with Commonwealth Financial Network. 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.
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), Financial Counselors of WNY (past board member) and serves on the board of Fox Run – Orchard Park. He also serves on the Editorial Review Board of the Journal of Financial Planning. Previously, Craig served on the Practice Management and Risk Management Advisory Committees of Lincoln Financial Securities. 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 Elma, NY with their three children.
Mike Muffoletto, CFP® - Vice President
mike@clarkwm.com
Mike is a Wealth Manager and the Director of Business Services at Clark & Company Wealth Management, LLC and a Financial Advisor with Commonwealth Financial Network. His diverse client base includes affluent investors, corporations, and small business owners.
As Director of Business Services, Mike established the Clark & Company Wealth Management | Corporate Suite in 2022 utilizing the experience he has gained working with businesses across the country to partner with business owners and decision-makers of all sizes.
Mike holds a Bachelor’s degree in Marketing with Honors from Saint Bonaventure University, where he graduated Summa Cum Laude. He holds FINRA Series 6, 7, 63, and 65 securities licenses and a NY Life, Accident, and Health license.
Mike currently holds a seat on the St. Francis High School Board of Alumni.
Mike lives in Hamburg, NY. He enjoys traveling, mountain hiking, camping, and spending time on the water.
J. Scott Birkby, CFP® - Wealth Manager
scott@clarkwm.com
Scott is a Wealth Manager at Clark & Company Wealth Management, LLC and a Financial Advisor with Commonwealth Financial Network. He has over forty years of experience, having previously worked at New York Life.
Scott holds FINRA Series 6, 7, 22 and 63 licenses as well as a NY Life, Accident & Health License. Scott is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Working to help his clients achieve their goals, he is deeply committed to serving in the best interest of his clients. This is evidenced by the fact that the vast majority of his current clients are the children, grandchildren, and great-grandchildren of his original clients.
Over the years, Scott has been very active in his community. He has coached football and soccer, as well as acting as a youth sports commissioner. He has also served on many committees for his local school district. His hobbies include ham radio and astronomy.
Scott and his wife Renee live on their farm in Darien, NY with two of their sons. They also have a daughter and another son, both married.
N. Clifford Nelson – Wealth Manager
cliff@clarkwm.com
Cliff is a Wealth Manager at Clark & Company Wealth Management, LLC and a Financial Advisor with Commonwealth Financial Network. Cliff has over 40 years of experience in the financial services industry. Before joining Clark & Company, Cliff previously served as the Manager of New Ventures at Marine Midland Bank, Manager of Investment Services Division at Fleet Bank and then, Director of Investments for The Jacobs Team.
Cliff graduated from the University of Pennsylvania with a Major in Economics and the Graduate School of Credit & Financial Management at Williams College. He holds FINRA Series 6, 7, 63 and 65 securities licenses and a NY Life, Accident & Health license.
Over the years, Cliff has developed rich relationships with his clients and has built a service model focused on educating these clients, leaving them confident in both the work he is doing and their own growing acumen.
Cliff and his wife, Beth, live in Orchard Park. He is active in a variety of ministries at Revive Wesleyan Church and spends as much time as he can with his wife, 4 children, and 10 grandchildren.
Tracy Adam-Hinphy - Wealth Management Coordinator
tracy@clarkwm.com
Tracy joined Clark & Company Wealth Management in January 2018 as an Administrative Representative and currently serves as the Wealth Management Coordinator. 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 of 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 in Business Economics and International Studies. Tracy holds her Series 7 FINRA license, 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.