ABOUT US
ABOUT
Why Clark Wealth
Benjamin T. Clark, CFP®, CES leads Clark Wealth with a comprehensive mindset that blends fiduciary investment advice with deep knowledge in insurance and income planning strategies.
As a CERTIFIED FINANCIAL PLANNER™ professional, Ben believes real planning happens at the intersection of:
- Risk management
- Tax strategy
- Income engineering
- Asset allocation
- Estate coordination
Most advisors focus on one of these.
We build all of them into one integrated system.
Our Values
Helping our clients remain confident knowing they have an investment team behind them that is dedicated to:
Who We Serve
We work best with:
- Pre-retirees within 5–10 years of retirement
- Recently retired individuals seeking income clarity
- Professionals who want tax-efficient strategies
- Families who value structure, discipline, and long-term thinking
- Clients who want guidance — not guesswork
- Caring benefactors looking to help increase their legacy
Engaged Partnership
You will get:
- Clear recommendations
- Transparent communication
- Straightforward risk discussions
- Thoughtful strategy
- Ongoing accountability
Our goal is simple:
To provide the clarity and specialized guidance you need to feel more confident in your retirement strategy.
Ready to Strengthen Your Plan?
Retirement isn't a test you want to "probably pass."
It's one you want designed to help navigate changing market conditions.
Our President
Helping Create Successful Outcomes Through Market Cycles
Wealth Team
Benjamin T. Clark, CFP®, CES
President
Ben founded Clark Wealth to help address a challenge he saw too often: families approaching retirement with fragmented advice, hidden risks, and unanswered questions.
Since becoming a CERTIFIED FINANCIAL PLANNER™ professional in 2007, Ben has worked with clients to bring their financial lives into alignment—creating coordinated, tax-efficient strategies designed to help manage risk and navigate uncertainty.
His mission is simple: help every client strengthen their plan so they can move toward retirement with increased confidence.
Our Team
Hazely Lopez
Event Coordinator
Hazely Lopez
Hazely Lopez brings energy, passion, and creativity to every Clark Wealth client event. She specializes in designing and executing memorable, high-quality experiences that go far beyond a typical seminar or gathering. Hazely ensures every detail is handled with care.
Whether it's an intimate wine tasting, an educational workshop, or a client appreciation gathering, she works behind the scenes to ensure the experience feels effortless for you — and impactful for everyone who attends.
Hazely's talents extend well beyond event strategy. She is a dynamic entrepreneur and media personality who runs a successful beauty pageant organization, serves as a national spokesperson, and appears as a media personality for Univision. Her background in public speaking, brand representation, and media engagement brings a unique polish and professionalism to every experience she helps create.
Steve Heller
Estate Planning Specialist
Steve Heller
With more than 40 years of experience in financial services and the Certified Estate and Trust Specialist (CES) designation, Steve brings deep expertise in working with high-net-worth individuals and families.
He helps our clients navigate complex estate, tax, retirement, and business planning decisions with clarity and confidence, always viewing their wealth through a comprehensive, multi-generational lens. Known for his ability to simplify sophisticated strategies, Steve works closely with Ben to ensure every piece of your plan is aligned, coordinated, and designed to protect what matters most — today and for generations to come.
Ciara Lister, Esq.
Gulf Coast Law
Founder and Managing Attorney
Ciara Lister
Ciara Lister serves as a trusted extension of the Clark Wealth Team, providing the legal expertise that brings your estate plan to life. For years, our firm has searched for a streamlined, client-friendly approach to estate planning — one that makes the process simple, organized, and far less overwhelming. Ciara and her team are the only partners who truly checked every box. Their thoughtful use of technology, clear communication, and compassionate guidance allow us to offer estate planning in a way that feels approachable without sacrificing legal integrity.
A proud University of Florida graduate, Ciara earned her Juris Doctor on a full scholarship from Ave Maria School of Law and is a distinguished member of both the Florida and Nevada Bars. With extensive experience in estate planning and related legal matters, she works collaboratively with our team to ensure your financial strategy and legal documents are fully aligned.
We are confident in Ciara and her team to serve our clients with professionalism, care, and clarity — helping protect what matters most in a way that feels seamless and secure.
Carly Mirando
Creative Director
Carly Mirando
Carly Mirando is the creative and strategic mind behind how we present ourselves to you. With over 12 years in the financial services field, Carly brings deep industry insight to everything she touches. Her passion lies in taking complex financial strategies and translating them into language and processes that feel approachable and easy to understand. Carly believes thoughtful planning shouldn't feel overwhelming, and works to help create an environment where you can focus on what matters most: making confident, informed decisions about your future.
Alicia Cassano
Social Media
Alicia Cassano
Alicia Cassano is one of the welcoming voices and steady guides throughout your experience with us. With a natural warmth and eye for detail, she creates an environment where clients feel comfortable, supported, and confident at every step. Whether preparing for meetings, assisting with documentation, or helping you navigate next steps, Alicia is there to make the process feel clear and stress-free.
Jeff Mowry
Design Team Leader
Jeff Lowry
Jeff Mowry serves as our Senior Financial Designer, specializing in the architecture behind sophisticated financial strategies.With a sharp analytical mindset and deep technical expertise, Jeff works behind the scenes to structure and refine advanced planning solutions tailored to each client's objectives. From cash flow modeling to long-term tax efficiency strategies, he ensures every recommendation is thoughtfully engineered and aligned with real-world outcomes.His role is simple but critical: design with precision, stress-test assumptions, and build strategies that are both intelligent and sustainable. Strategic. Detailed. Built to perform.
Investment Team
Thomas Rozman, CFA®, CAIA®
Chief Investment Officer
Thomas Rozman, CFA®, CAIA®
Mr. Rozman is responsible for leading the Investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. Mr. Rozman earned an M.B.A. from the University of Chicago Booth School of Business and a B.A from St. Olaf College.
Paul Tinnirello
Director of Operations
Paul Tinnirello
Mr. Tinnirello is responsible for overseeing Operations for Simplicity Wealth. He has more than 25 years of experience in the financial services industry, and was most recently Chief Operating Officer at Bleakley Financial Group. He began his career as a Financial Advisor at Merrill Lynch before transitioning into leadership, management, and compliance roles at wirehouses and RIAs. Mr. Tinnirello holds dual Masters degrees from Fordham University, with concentrations in Management and Finance.
Michael Mortellaro
Head of Planning
Michael Mortellaro
Mr. Mortellaro is responsible for leading the Planning team for Simplicity Wealth. Prior to Simplicity, Mr. Mortellaro led the Practice & Planning teams at Global Financial Private Capital. In his 25 years of experience in the financial services industry, he also held executive leadership positions at Charles Schwab, Fidelity Investments, and New York Life. Mr. Mortellaro is Series 7, 9, 10, 63 and 65 securities licensed, and is a Life and Health insurance licensed agent. Mr. Mortellaro earned a B.B.A. from American Intercontinental University.
Scott Raider
Chief Compliance Officer
Scott Raider
Mr. Raider serves as Chief Compliance Officer for Simplicity Wealth. Prior to joining Simplicity, Mr. Raider served as Chief Compliance Officer for a rapidly expanding independent financial advisory firm and as a Designated Principal and Compliance Supervision Analyst at the largest independent broker-dealer in the nation. With over a decade of experience in compliance supervision and regional management, Mr. Raider directs the development and optimization of compliance policies, procedures, and systems across the Wealth channel. Mr. Raider earned a B.S. in Political Science from the University of California, Santa Barbara.
Rosie Riley
Head of Onboarding & Operations
Rosie Riley
Ms. Riley is responsible for leading the Onboarding team for Simplicity Wealth. She has spent more than 20 years in the financial services space. Prior to Simplicity, Ms. Riley was the President and CEO of HighImpact Consulting LLC, a consulting firm dedicated to optimizing efficiencies for financial services firms. Ms. Riley earned her B.A. from University of Northwestern, St. Paul, with a degree in Business Administration and Management.
Jared Hilman
Head of Trading
Jared Hilman
Mr. Hillman is responsible for leading the Trading team for Simplicity Wealth. Prior to Simplicity, Mr. Hillman was Head of Trading at Sawtooth Solutions where he led the development and build out of the firm's sleeve-level rebalancing software and helped grow its assets under management from $20 million to over $15 billion. Prior to Sawtooth, Mr. Hillman was an investment analyst, specializing in hedge funds and private equity at Mount Yale Capital Group. Mr. Hillman is Series 65 securities licensed and earned a B.A. from Macalester College.
