Broker Check
Timothy Clark, CFP®, EA

Timothy Clark, CFP®, EA

Wealth Management Consultant

Hello, my name is Timothy J Clark. I am a CERTIFIED FINANCIAL PLANNING PRACTITIONERTM, Enrolled Agent and Wealth Management Consultant. I have over 45 years of income tax preparation experience for individuals, trusts, estates, and charitable organizations. And, over 18 years' experience as a Financial Professional.

I recently made the hard decision to retire from income tax preparation services. I will still be available to ensure your financial and investment decisions are made considering the tax impact of those decisions. I have partnered with Ashton D. Melchert, CPA of Kathryn Humecki and Associates to continue to deliver the high-quality tax preparation services you've come to expect.

Among my other accomplishments, I was the Vice President and Fiduciary Income Tax Manager for the legacy First National Bank of Chicago's Personal Trust Tax Services Unit and the Past-President of the Evergreen Park Chamber of Commerce (2006). Additionally, I am a member of the National Association of Tax Preparers.

My interests outside of the office include playing twelve-inch, slo-pitch softball in the Orland Park Senior Softball league and golfing in charitable golf events. I am an avid White Sox and Blackhawks fan. However, my favorite outside of business activity is spending time with my granddaughter.

I am a lifelong resident of the Chicago's southwest side community, now residing in Orland Park. I attended St. Laurence High School Class of 1976. I completed my Bachelor's Degree in Commerce (Major: Finance) from DePaul University in 1984 and earned my Masters of Business Administration from St. Xavier University in 1992. Additionally, I hold professional designations Certified Financial Planner Practitioner since 1987 and an Enrolled Agent since 2003.