Our consultants work closely with Financial Advisors and their clients, tax advisors and attorneys, to provide customized solutions in the areas of estate planning, business succession planning, charitable planning and wealth preservation.
Through careful planning, our focus is to determine the most appropriate strategies and solutions to support clients in accomplishing their goals for protecting and preserving their wealth, while also designing an efficient plan to ultimately distribute their wealth to the people and causes that are most important to them.
KATIE CLARK, CFP®
ADVANCED PLANNING AND INSURANCE SOLUTIONS
As a Certified Financial Planner™️ and former Financial Advisor with 25 years of industry experience, Katie serves as an advanced planning consultant to Financial Advisors, helping them to identify, develop and capitalize on advanced wealth planning opportunities for their high net worth clients. Through in-depth discussions aimed at truly understanding their needs, her focus is to help clients determine the most appropriate strategies and solutions to support them in accomplishing their goals for protecting and preserving their wealth. Katie specializes in estate, tax, insurance and business succession planning.
“By addressing both the human and financial aspects of a client’s wealth through a disciplined and coordinated planning approach, you can identify their blind spots, educate them on their options and help them plan accordingly.”
Before joining BKA in 2011, Katie was a Divisional Manager at Morgan Stanley with their high net worth Wealth Advisory Solutions and Family Office Resources Group. Her role was to enhance and strengthen the firm’s most valued client relationships by helping to solve their complex wealth planning needs. She has held both Financial Advisor and planning specialist roles with the top financial firms in the industry such as Morgan Stanley, Smith Barney, UBS and Legg Mason, starting her career with Merrill Lynch, in 1995. Katie earned her CFP®️ designation in 2003 and holds Series 7, 63, 65, Life & Health licenses and is also LTC certified.
Katie was born and raised in the DC Metro area and currently lives in northern Virginia. She is a huge Washington Nationals fan, active in youth sports and a vocalist for community events during the holidays, sharing her passion for singing with children and senior citizens. She also enjoys skiing in Colorado and spending time at the Delaware beaches during the summer.
Senior Internal Partner
Advanced Planning and Insurance Solutions
As a senior internal partner, Tony serves as a planning consultant to Financial Advisors, helping them to identify, develop and capitalize on wealth planning opportunities for their clients. His focus is to help families determine the most appropriate strategies and solutions to support them in accomplishing their goals for protecting and preserving their wealth.
Tony helps advisors identify planning opportunities and implement various types of insurance planning strategies for their clients across many areas of planning. Client needs may include policy review, estate, tax, legacy, business successionand long term care. He has been working with financial advisors and their clients since 2014 and was previously with one of the largest advisory practices in NY state. Tony is a senior level planner at BKA, working with Katie Clark and supporting financial advisors in the Mid-Atlantic region.
Education & Licensing
Tony has a bachelor’s degree in history from St. Bonaventure University. He currently maintains his life, health and LTC
licenses, along with his Series 6 and 63 registrations. Family and Interests Tony is a native of upstate New York, currently residing in Williamsburg, VA with his wife Kathanne, and children Cosette and Rocco. For the last 15 years he has helped to organize and run the powerlifting event for the New York State Special Olympics. Tony is a Yankees fan, a supporter of St. Bonaventure basketball, and an avid golfer.