Clark Shofner and his team work with clients throughout the Golden Triangle, Mid-County and the surrounding areas of Southeast Texas and Southwest Louisiana.
1485 South Highway 69 in Nederland
behind The Schooner
Clark has served hundreds of hard working people just like you as an Investment Adviser Representative and Insurance Professional since 2000.
"Before becoming an advisor, I experienced firsthand both my grandfather and father in need of a trusted financial professional they could count on to provide them with accurate guidance and advice they needed. I realized there was no one focusing on providing a better retirement for hardworking people like my dad and granddad. They deserved better and you do too."
Clark and his team are committed to just that. To provide a retirement where your net worth does not equal your value to your advisor.
Clark, his wife and four kids live in Jasper where he first began working with retirees fourteen years ago. Just like you, Clark’s top priority is his family. They spend their time together hunting, fishing and playing ball.
Gidget Bergeron’s friendly face will be the first one you see when you visit our Mid-County office. She works with our clients every day to schedule visits with Clark and in all steps leading up to their retirement. Her primary job is to provide a remarkable experience to the people we serve. And will be the one you speak with each time you give us a call. Her perspective on our clients’ retirement situation is valuable after her 20 years of experience working with health insurance and Medicare supplements.
Gidget and her husband David live in Bridge City with her son Hunter. Their life is focused on family and they enjoy water sports together.