Meet The Team

Chris Clark is a self-proclaimed family man with a talent for investment analysis and a business practice centered on genuine client care.

He’s naturally suited to the complexities and blueprints of investment advising—thanks in part to a degree from Brigham Young University in Economic and Business Management—and shortly after graduating, he started to build the foundational structure of his career at Marcus & Millicap, a commercial real estate firm that afforded him a niche expertise for future customers.

In just over a decade serving clients at Wells Fargo Advisors, Chris has been designated both a *Platinum Council member since 2018 and Private Wealth Financial Advisor, distinctions that broaden access to service providers, specialists, and operating efficiencies for Chris and his team as they work to serve each client with unparalleled dedication and expertise.

Chris believes that the only way to truly assist individuals, families, executives, and businesses in formalizing and achieving their life goals is by first getting to know them and working to fully understand their unique needs.

As he sees it, a personalized and comprehensive planning conversation is the first step in creating a road map, addressing negative financial behaviors, and helping enable clients to design strategies focused on stability, and generational wealth.

A devoted husband and father of four, Chris finds joy in travel, a good round of golf, and podcasts that nurture self-development. He and his family love exploring and enjoying Utah’s outdoor splendor, and he’s an active community advocate who coaches youth sports and works as a mentor to foster success and happiness.

Cosette Cole is a steadfast believer in the power of open communication and refined business practices, which makes her ideally suited to her role as our Senior Registered Client Associate.

A lengthy career in the financial industry began in 2007, and as such, she’s equipped with a broad perspective on varied facets of the work, lending experience and knowledge in finance, banking, management and leadership, and customer relations.

In her current position, she’ll function as both a client liaison and operations specialist, dipping her toes into many of the most important aspects of our business. Alongside meeting potential new clients and working to increase and retain existing assets, she’ll have her hands on everything from marketing campaigns and project coordination to records and file maintenance. She’ll also work in tandem with Financial Advisor Chris Clark to provide sound advice and a financial framework that aligns with client risk tolerance and overall goals.

Cosette’s passion in her work extends largely to personal relationships, and it’s here that she offers her most beneficial strengths as a client ally and advocate—she sees genuine connection as an invaluable resource and guide to financial fulfillment. Her approach to the complexities of this work is both proactive and solutions-oriented, enabling her to focus on collaborative success, above all.

When not in-office or lending a hand to clients, Cosette is likely to be found outdoors, whether in her flower garden, watching hummingbirds, hiking, camping, or spending quality time with her husband, Curtis, and son, Charles, as they find ways to honor the memory of their daughter and sister, Lia.

Baely Smith’s journey into the world of finance and client service started after dedicating 15 years to raising four children.

A native of Holladay, Utah, she has embraced family life and career growth in equal parts: having previously worked with a real-estate investment group, as well as managing a local CPA firm, she brings a wealth of practical experience to the Clark Financial Group of Wells Fargo Advisors.

As a Client Associate, Baely will play an integral part in creating and managing client accounts, preparing appointments, addressing inquiries, and working closely with the team to streamline processes and maximize workplace efficiency.

A people person to the core, Baely is committed to exceptional service and customer interactions, and her easy demeanor is sure to help cultivate lasting relationships with clients on their financial journey.

Baely thrives on learning and will continue to expand her financial knowledge, eager to contribute to the success and security of the team and clients alike.

Outside of work, she cherishes reading, remodeling, and family time—be it winter skiing, summer boating, traveling, or relaxing at their cabin in Bear Lake. An avid runner and enthusiastic cheerleader for her kids in their many activities, Baely is deeply invested in her community and her family’s happiness.