Advisors

Ray is a CERTIFIED FINANCIAL PLANNER™ practitioner who takes pride in dedicating high quality service to his clients. Ray started his career as a broker at Paine Webber in 1981. In 1986, he joined the premier High Yield Bond firm of Drexel Burnham Lambert in Beverly Hills, CA. He also worked at Sutro & Co. in Los Angeles, CA where, after a quick stint on the radio, he honed his financial planning practice with executives of several major Aerospace companies including Lockheed Martin, TRW, Northrop Grumman, Raytheon, Hughes Aircraft, and NASA. To better service his Los Angeles based clients, he started a driving service that would drive them to and from his office in Downtown LA. In 1990, he was awarded the prestigious “Broker of The Year” award by Registered Representative, an industry exclusive magazine at that time.

In 1993, Ray joined Alex Brown & Sons (ABS), the oldest investment firm in the country and well known for bringing many companies public, including Microsoft, Starbucks and many others. As a Managing Director at Alex Brown, he and his team of 8 continued his retirement planning practice with Aerospace executives. Ray also worked closely with the Corporate and Executive Team at ABS to help top level pre-IPO executives with their personal finances relating to Estate Planning, 10b5-1 Plans, Employee Benefit Plans such as ESOP’s and ESPP’s. Additionally, while at ABS, he was chosen to mentor early stage Venture Capital companies through a VC incubator in Salt Lake City, Utah. In 2005, Ray formed The Clark Group Asset Management, to establish his own independent practice and have the ability to serve his clients with unbiased investment advice. TCGAM is a Registered Investment Advisory (RIA) practice headquartered in Dana Point, CA.

Ray lives in San Clemente with his wife, Melissa and their son, Jason. In his free time, he enjoys training in Jiu-Jitsu at the Gracie Barra Academy. He also enjoys traveling, snow skiing, reading, and developing tactical investment strategies.

Eric has been helping families and individuals achieve their financial goals for over 25 years. He started his career in the securities industry in 1992, and spent one year at Bank of America Capital Management. In 1993, he began working at Alex Brown & Sons in Downtown Los Angeles, where he joined The Clark Group. At the end of 2005, he co-founded The Clark Group Asset Management where he is the President and Chief Compliance Officer. He takes great passion managing portfolios for his clients and believes that hard work and focus is what has helped with his success.

Before starting his career, Eric achieved a degree in Economics at UCLA and was on the NCAA swim team. He is a California native, and resides in Carlsbad with his wife, Lori, and their two children, Ryder and Ivy. Eric is a fitness enthusiast and enjoys swimming and coaching his son’s football team in his free time.

Brandon is the Director of Financial Planning at The Clark Group. He takes pride in delivering excellent service and proactively communicating with clients on how to accomplish their financial goals. Brandon focuses on comprehensive financial planning for his clients — whether clients are rolling over a 401(k) to an IRA, setting up a 529 plan for a child, asset protection strategies, and inheritance planning, Brandon is ready to help them put a plan into place. He focuses primarily on helping executives plan for retirement. 

Brandon began his career in 2017 and spent the first year and a half out of college at William Morris Endeavor, one the world's largest talent agencies, and was in the Motion Picture Talent Department. After spending time in entertainment, he decided to make the jump to the securities industry and joined the Merrill Lynch trainee program in 2018. He obtained his Series 7 and Series 66 licenses while in the trainee program, and gained pivotal experience in the wealth management industry through the lens of a large Wirehouse firm.

While at The Clark Group, Brandon has helped individuals and families with creating personalized financial plans, and is a CERTIFIED FINANCIAL PLANNER™. Brandon is passionate about understanding his client’s objectives with their assets, and then designing a financial plan to meet their long-term goals. Brandon deals with high-net-worth families and executives whose goals are to not only plan for their own investments and finances, but also for their children and generations to come. He is also a Certified Private Wealth Advisor^® which he gained through Yale's School of Management program.

Brandon graduated from the University of California San Diego with a B.A. in Communications and an emphasis in Business, and received an athletic scholarship to play on the NCAA tennis team. Brandon currently lives in Orange County with his wife, Zailey. Brandon enjoys giving his time back to the community in Dana Point, and is on the Board of Directors as the Treasurer for the Dana Point Chamber of Commerce, as well as serving on the finance committee. In his free time he enjoys playing tennis, reading books, going to concerts, and volunteering at a non-profit in Orange County called KidWorks.