Andrea Clark, CFP®, AFC®
Owner and Founder
Andrea is the owner and founder of The Table. Her financial planning journey started years ago as she incorporated financial lessons into community college math classes and worked with military members as a military financial counselor. Read more about Andrea.
Sherry Irwin
Operations
Sherry handles all the operational aspects of running The Table and has the Series 65 license. She served in the USN and spent years in software development at both start-ups and large enterprises before joining The Table.
Brian Voelker, CPA
Associate Planner
Brian is an Air Force veteran who, while serving, volunteered to educate Airmen and federal employees on their finances. This experience is what sparked his interest in financial planning. Before joining the firm, he worked in wealth management at a large public accounting firm. Now, he focuses on creating and updating financial plans to help clients reach their goals.
Leah Nelson, CFP®
Associate Planner
Leah has been financial planning for about 7 years and is a CERTIFIED FINANCIAL PLANNER professional. Leah’s passion for financial planning comes from her desire to help people. She understands that finances can be a big stressor in people’s lives and wants to help ease that burden to allow clients to live their lives to the fullest.
She lives near Salt Lake City, Utah with her husband and son. Together they enjoy spending time outdoors and often spend time in the canyons near their home. She also enjoys going to see the touring Broadway musicals that come to Salt Lake.