Clark Nuber | Wealth Management, LLC | Logo

About Clark Nuber
Wealth Management

Clark Nuber Wealth Management focuses on serving high-net-worth individuals and their families. Our financial professionals act as personal investment advisors and liaisons for all your financial needs, coordinating with financial advisers, insurance agents, risk managers, and attorneys with the goal of assisting you to effectively achieve the growth goals you’ve set. Additionally, our relationship with Clark Nuber P.S. offers opportunities for integrated collaboration in the pursuit of your aspirations.*

*All investment advisory services are provided by Clark Nuber Wealth Management, LLC and not by Clark Nuber P.S.

Image of client sitting with wealth management consultant at a desk.

Our Philosophy

We believe that building long-term relationships with our clients is a cornerstone of successful wealth management. We understand that everyone’s financial situation is unique, which is why our financial advisors work with you to create a customized wealth management plan that suits your needs, goals, and risk tolerance.

We offer the following services:

Diagram Graphic: Income Planning, Family Office, Tax Optimized Financial Planning and Estate Planning

Income Tax PlanningFamily OfficeEstate PlanningTax Optimized Financial Planning

Family Office

Our trusted partners are advocates for your family. Focus on the joys of your success as we provide financial advisory and education to you and your loved ones.

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Tax-Optimized Financial Planning

The hardest part of financial planning is knowing where to start. Our financial professionals will assist you in determining the best course of action for growing and managing your assets and serve as your guide through the planning process.

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Estate Planning

You have strived to build your legacy, and we want to help you protect it. Our team works with you to establish a comprehensive plan for putting your assets on a path to longevity.

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Income Tax Planning

Tax requirements for high-net-worth individuals are vast and intricate. We advise you on best practices and the newest updates to stay compliant and maximize your wealth.

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Insights for You

More Insights

Meet the Team

Jennifer Becker Harris

Jennifer specializes in consulting and compliance for not-for-profits and international tax-exempt organizations. She simplifies complex issues, helping clients navigate charitable giving and global operations to achieve their goals.

Amber Busch

Amber’s competitive spirit and energy drive her to creatively solve and manage tax compliance issues. She provides tax planning and business structure consultation to mid-market clients in the senior living, real estate, and hospitality industries.

Julie Eisenhauer

With immense experience as a CPA and in the accounting industry, Julie helps privately-owned companies achieve financial transparency and accountability. Her public accounting background provides a strong foundation in audit, accounting, and tax services for diverse industries, such as real estate, hospitality, professional services, and consumer products.

Karen Ledbetter

Karen prioritizes client relationships to help them achieve their goals. She leverages her private industry experience to address challenges and strengthen clients’ internal controls and processes.

Matt Medlin

Matt helps businesses maximize their value, from guiding start-ups to navigating mergers and acquisitions. With deep expertise in accounting and financial reporting, he supports companies through fundraising, IPOs, and complex transactions.

Pete Miller

Pete is a trusted advisor to privately held businesses, providing specialized audits, forensic analysis, and M&A support. With strong leadership and consulting expertise, he helps clients navigate complex financial and IT security challenges.

Frances A. Olson

Fran builds strong client relationships, offering tailored tax planning and consulting for high-net-worth families. She specializes in complex tax matters, including international considerations and philanthropic strategies.

Jeff Pannell

Jeff often serves as a “Personal CFO” for affluent and high-net-worth families. His expertise spans wealth management for families and their businesses, as well as guiding mergers, acquisitions, and related business transactions.

Hillary Parker

Hillary specializes in audits, accounting consulting, and transaction services for privately held businesses. With a focus on manufacturing and consumer products, she also brings expertise in professional services, hospitality, and private equity-backed companies.

Matt Sutorius

Matt is dedicated to helping businesses navigate complex financial and accounting challenges. With a focus on the technology sector, he provides expert auditing and financial reporting while enhancing internal controls and operations.

Meet the Team