Filbrandt & Company Team
John Clarke, CFP®
Client Development Executive John Clarke is responsible for building relationships with university professionals and learning about their financial goals.
John appreciates learning each faculty member's story. “Each person that I meet has unique goals. My hope is that after meeting we help them avoid some common missteps we often see when working with faculty.” he said. “Our depth of knowledge within university benefit plans coupled with our team approach really sets us apart from other advisory firms. It’s often the adjustments we can make from a planning standpoint that can have a long lasting impact for the families we serve.” he said.
John attended the University of Wisconsin-Milwaukee, where he received a Bachelor of Arts in Business Administration with a concentration in Finance. Prior to joining Filbrandt & Company, he worked as a relationship manager focused on managing and building relationships with financial advisors and institutions on portfolio management.