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Timothy Clark, CFP®, EA

Timothy Clark, CFP®, EA

Wealth Management Consultant

Timothy J Clark, CFP®, EA, Wealth Management Consultant and Senior Tax Preparer, has over 40 years of income tax preparation experience for individuals, trusts, estates, and charitable organizations. And, over 15 years experience as a financial services professional. Mr. Clark is a Certified Financial Planner Practitioner and an Enrolled Agent.

Among other accomplishments, Mr. Clark formerly was the Vice President and Fiduciary Income Tax Manager for the First National Bank of Chicago's Personal Trust Tax Services Unit and is the Past-President of the Evergreen Park Chamber of Commerce. Additionally, Mr. Clark is a member of the National Association of Tax Preparers, National Association of Enrolled Agents, Evergreen Park Chamber of Commerce, Oak Lawn Chamber of Commerce and The Hills Chamber of Commerce.

Mr. Clark is a lifelong resident of the Chicago's southwest side community and attended St. Laurence High School (1976) in Burbank, IL. Mr. Clark earned his Masters of Business Administration from St. Xavier University in 1992 and completed his Bachelor's Degree in Commerce (Major: Finance) from DePaul University in 1984. Mr. Clark has been a Certified Financial Planner since 1987 and an Enrolled Agent since 2003.