Meet the Clark Financial Group Team
At heart, we’re financial planners who are passionate about helping you create a financial strategy today to get you through tomorrow. Additionally, we are a faith based practice, that aims to help our clients follow the principles of stewardship that are foundational to the Christian faith.
We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance and investment products that have been vetted and researched to ensure that they support Biblical values.
The team at Clark Financial Group, LLC is here to help ensure you receive all the assistance you need developing an income strategy that honors the Lord.
Dr. Bill Clark, Ph.D., CLU®, ChFC® Founder
As the founder of Clark Financial Group Inc., Dr. Bill Clark is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Bill got his start in the financial services industry in 1980, following his completion of the Chartered Life Underwriter® and Chartered Financial Consultant® certification programs through the American College in Bryn Mawr, Pennsylvania. He has also completed doctoral work in psychology and counseling at Cornerstone University.
In his role as a financial advisor, Bill’s passion is helping pre-retirees and retirees preserve and protect the assets they’ve worked so hard to accumulate. He advises clients in the areas of retirement planning, tax planning, money management and insurance needs. Bill works with each client to create a strategy to potentially increase spendable income, preserve assets and minimize tax obligations. He also helps clients identify and prepare for potential long-term care issues.
Bill is a member of Kingdom Advisors, a paid membership organization composed of Christian financial professionals, and is a Dave Ramsey Financial Peace University coordinator at his church.
Bill Clark and Clark Financial Group are not affiliated or endorsed by Dave Ramsey and Financial Peace University.
Susan Mills Buchheit Financial Advisor
Susan Mills Buchheit is a Financial Advisor at Clark Financial Group. She works with clients to create retirement strategies that are unique to each family’s goals and circumstances.
Susan has passed the Series 65 exam issued by FINRA. She has also earned a bachelor of fine arts degree from the University of Connecticut, as well as a master of education degree from Southwestern Assemblies of God University (SAGU).
An educator at heart, Susan taught for many years at a large Christian school and later served as principal for a K-12 charter school. She has also served as an adjunct instructor at SAGU and currently teaches at The King’s University in Southlake, Texas.
Susan uses her teaching background to educate people on financial topics. She has led many seminars on financial issues throughout her career and currently serves at her church as a financial stewardship coach and Altar Minister.
Outside the office, Susan enjoys continuing her education and traveling to new places. She and her husband enjoy spending time with their children and grandchildren.
Keaton Burke Financial Advisor
Keaton Burke is a Financial Advisor at Clark Financial Group. He works with clients to create biblically responsible strategies for retirement planning.
Keaton has passed the Series 65 exam issued by FINRA. He has earned his Bachelor of Science in Criminal Justice and an associate degree of Law Enforcement from Missouri Southern State University in Joplin, MO.
Keaton went through Financial Peace University shortly after he got married. Through that class Keaton and Daryl (Keaton’s wife) were able to pay off some debt.
In early 2018 Keaton’s parents got a divorce. After almost 30 years of marriage, Keaton’s mother did not understand financial planning, investing, or budgeting. Keaton was able to help his mother with her finances and during the process developed a natural passion for learning about investing, tax planning, 401(k) planning, estate planning, and other aspects of finance.
Outside the office, Keaton loves spending time with his wife, Daryl, and his young son, Oakley. He places his faith in Jesus Christ front and center in his life. Keaton loves spending time with his church family at the church, Crossway Church of Christ, he is helping to plant in Celina, TX. He also loves to golf.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at Info@ClarkFinancialTx.com or call us at 469.287.5657 today!
Clark Financial Group Staff
Rhonda Carmona Marketing Director
Judy Dittmer Office Director
Sunny Layman
Sunshine Caller/Prayer Warrior
Tamika StokesNew Accounts/Client Services Director
Amaris Roman Director of 1st Impressions
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