The Clark Company
7800 IH 10 West, Suite 628
San Antonio, Tx 78230-4750
(210) 342-1137, Fax (210) 342-1139

EMPLOYMENT HISTORY:

1986 - Present: Owner , The Clark Company, a financial brokerage and products firm designed to meet the needs of businesses and individuals in the estate planning and employee benefits arena. Areas of expertise include the design and implementation of deferred compensation, group health, disability, key person protection and retirement plans. Securities offered through Lincoln Financial Securities member SIPC.

1982-1986: Executive Planning Services Senior VP, Alexander & Alexander. Sold life insurance and related products to clients of A&A as part of the overall insurance portfolio as perceived by the producing account representatives in the San Antonio office. Improved total production by 250% of the force body of businesses from date of hire until resignation.

1980-1982: Director, Regional Services Offices, USAA Life Insurance Company; San Antonio, TX. Began employment as the first training administrator for the Life Company and advanced to a Director positions in charge of the regional service center life sales employees at USAA offices countrywide. While there production improved by well over 200%.

1966-1980: Special Agent, Prudential Insurance Company, San Antonio, TX. Sold insurance to general buying public.

1965-1965: Teacher, Hobbs High School, Hobbs NM.

1960-1963: US Army

EDUCATION:

Springfield College, Springfield, MA; BS, 1960

University of Oklahoma, graduate courses in philosophy 1960-1963

New Mexico State University, University Park, NM, MA 1966

Designations:

Chartered Life Underwriter, The American College, 1975

Chartered Financial Consultant, The American College, 1984

Registered Financial Consultant, 1999

CAREER RELATED ACTIVITIES:

Regional Vice-President, The American Society of CLU/ChFC 1987-1988

Director, The American Society of CLU/ChFC 1985-1987

President, San Antonio Chapter CLU 1982-1983

Instructor, CLU courses in Estate Planning, Business Insurance, and Employee Benefits 1977-1992

President, San Antonio Estate Planners Council 1983-1990

Member, National Association of Investment Financial Advisors - San Antonio

Professional Achievement Continuing Education (PACE): 30 + hours per year

Currently represent 38 + Insurance and Mutual Fund Companies.

Registered Representative offering securities through Lincoln Financial Securities, member SIPC.

Successfully Completed NASD license series 7, 22, variable annuities.

CIVIC & SOCIAL:

San Antonio Kiwanis Club, President 1990-1991, Board Member 1985-1992

Boysville, Inc. Board Member 1977-1979 and 1986-1988

Greater San Antonio Chamber of Commerce, Life Member

United Way Volunteer

Boy Scouts fund drive

Blood Bank donor (31 gallons)

SAMM Shelter volunteer

PERSONAL:

Married: Cheryl Clark

Enjoy golf, racquetball,squash, dinner club, cooking, gardening, woodworking, and music