Lead Partner and Private Wealth Advisor of LiveWell Capital's Washington D.C. Office

LiveWell Capital is a multi-generational and cross-functional wealth management firm.  Our planning helps clients live well - today, tomorrow and beyond; ensuring the work and effort you put in continues for years to come.

With a unique focus on investment management, retirement forecasting, retirement income distribution, and tax planning, Clark and his team instill confidence and trust in their client partnerships.  Families come to LiveWell Capital for a thorough education of their options and a proactive and recurring discussion to help ensure plans are optimized to the fullest.

Clark has over a decade of experience working with clients in a transparent and consultative manner.  He is a CERTIFIED FINANCIAL PLANNER® Professional (CFP®) and a Chartered Financial Consultant (ChFC®). He also holds FINRA Series 6, 7, 63, and 65 securities registrations.

Jimmy joined the DC team in 2020. Jimmy and his wife J’nay have moved to Northern Virginia in 2010 and currently reside in Herndon, VA. Their home is currently growing with their son Jameson, their golden retriever Teddy, and the arrival of a newborn this fall. Jimmy loves spending time at home with his family, while sharing his passion for Pittsburgh’s sport teams and enthusiasm of wine. He is happy to bogey his way around the golf course any day.

Lauren graduated from Virginia Tech with a degree in Business, Go Hokies! During her time at VT, Lauren double majored in Management Consulting and Analytics, as well as Marketing. Lifelong learning is incredibly important to Lauren along with trying new things.

In her free time, Lauren loves to bake and work on home improvements, you can always find cookies and spackling in her home. Lauren is constantly traveling, and eventually wants to travel to over 100 countries. One of her favorite parts of life is meeting new people and creating new relationships no matter where she is. 

Connor joined LiveWell Capital in 2022 as an Investment Operations Associate. In 2015, Connor graduated from Thomas More College with a bachelor’s degree in Business Administration. He then began his career at a large brokerage firm where he held various roles within the Private Client Group. Connor has experience in client support, trading, portfolio implementation, retirement plan rules and regulations, as well as advisor support.

Connor and his wife, Ale, reside in Northern KY with their two children, Daniel & Chloé.

In his free time, he enjoys traveling, spending time with family, attending sporting events and golfing.

Private Wealth Advisor of LiveWell Capital's Washington D.C. Office

Phil has nearly 15 years of experience helping clients plan for their most important goals and life objectives.  He is a Certified Financial Planner® professional (CFP®), a Chartered Financial Analyst® professional (CFA®), and holds CLU®, RICP®, and WMCP® certifications.  He also holds FINRA Series 7 and 66 securities registrations.

Phil lives in Potomac Falls, Virginia, with his wife Susan.  They have four daughters and a son who are at various stages of their college experiences and careers.  Outside of his professional life, Phil enjoys staying active by running, playing golf, and traveling to watch his kids’ many swim meets.  He also enjoys spending time with friends and neighbors at cook-outs and other community gatherings, as well as vacationing with family at the Outer Banks in North Carolina.

Catherine grew up in the Washington DC area. After graduating from the University of Alabama, Roll Tide!, she got married and lived in various places. She eventually returned to the DC area with her family and joined Phil's team in 2020.

Catherine assists with building financial plans, insurance plans, investment account set-up, and day-to-day operations. She works with clients through the stages and phases of implementation and is available every step of the way. Outside of work, Catherine enjoys the outdoors, exercising, and spending time with family and friends.