My Team

Bert Clark is committed to help guide each client through their own unique set of financial challenges.  Part of this commitment includes having a carefully chosen, experienced staff available to assist you.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 

 
Laura M Stack

Laura M Stack

Associate Wealth Management Advisor
Mobile 404-846-3000

Laura has over 10 years of experience in the financial services industry. She joined Bert’s team in 2006, and has attained the designation of Certified Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP) certificates, along with her GA Life, Disability, and Long Term Care Insurance License, and investment Series 7 License. Laura also attended Covenant College where she earned her Bachelors in Psychology in 2004.

Laura works with Bert to organize and implement estate plans involving various types of life policies and investment accounts. 

Laura can help you with:

  • Policy servicing

  • Expediting policy revisions concerning owners and beneficiaries

  • Scheduling and following up on insurance exams

  • Processing client billing accounts

  • Always welcomes new opportunities to work with new clients, friends, and acquaintances

Laura resides in the Atlanta area with her husband and son. As a family, they enjoy travelling, hiking, reading and cooking on their leisure time.

 
Marisa Kelly

Marisa Kelly

Associate Financial Representative
Office 404-846-3573

Marisa joined Bert’s team in 2016, and has earned her GA Life and Disability Insurance Licenses. Marisa graduated in 2006 with a Bachelor’s degree in Finance from Fordham University and earned her Juris Doctor from Wake Forest University School of Law in 2012. 

 

An important part of Marisa’s contribution is working with Bert to organize and implement estate and business plans involving comprehensive insurance needs. Integrity, dependability, and loyalty comprise the very cornerstone of her work. 

 

Marisa enjoys being challenged and welcomes every opportunity to work with clients, friends, and firm specialists. What she enjoys the most is interacting with clients and getting to know them on a personal level. 

 

Marisa resides in Atlanta, and enjoys running, biking, and playing tennis during her leisure time. 

 
Madison L McBride

Madison L McBride

Associate Wealth Management Advisor
Mobile 404-846-3000

Madison joined Bert’s team in 2013, and has earned her GA Life, Disability, and Long Term Care Insurance License, and investment Series 7 License. Madison also attended the University of Georgia where she earned her Bachelor’s degree in Finance in 2013. 

Madison works with Bert in creating investment plans and portfolios as a part of the estate planning process. 

Madison can help you with:

  • Processing of client billing accounts
  • Organization and revisions of personal planning analysis (PPA)

  • Investment trading

  • Facilitating personal retirement account rollovers, distributions, wires, and deposits

  • Always welcomes new opportunities to work with new clients, friends, and acquaintances

Madison resides in the Buckhead area, and she enjoys music, trying new restaurants, traveling and is an avid Pittsburgh Steelers, Georgia Bulldogs, and Atlanta Hawks fan on her leisure time.

 

Bert Clark

Estate & Business Planning Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck