McBeath Financial Group Adds Clark Purdy to Wealth Management Team

Clark Purdy ● Photo Credit: McBeath Financial Group

NORMAL, Ill., November 5, 2024 (VSNewsNetwork.com) — Wealth management company, McBeath Financial Group, has announced the addition of Clark Purdy, a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), to its team. Purdy, who has three years of experience in wealth management, previously held roles supporting financial advisors nationally with a large insurance and financial corporation and in a local office of a national broker-dealer. His credentials also include passing the SIE, Series 7, Series 66, and Life & Health Insurance exams.

"Clark brings exactly the kind of dedication and expertise that allows us to continually improve our service to clients. His background and commitment to building strong client relationships make him a wonderful addition to our team. We're confident that Clark will help us advance our vision for client-centered financial planning," said Krista McBeath, founder of McBeath Financial Group.

The new appointment comes as McBeath Financial Group expands its office space, adding client meeting rooms and service areas to better service clients. The firm’s team-based approach includes advisors Julie Karstens, CFP®, Zack Brewer, CFP®, Lauren Dennewitz, Robert McBeath, and President Krista McBeath, ChFC®, providing comprehensive retirement planning, wealth management, and tax strategy services.

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For more information, visit www.mcbeathfinancial.com.

Source: McBeath Financial Group