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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Clark and Keeley Atterbury

(760) 280-2880

We’re Clark and Keeley Atterbury, husband and wife and partners in Atterbury Investment Management. Working as a team, we combine our skills, talent and perspective to provide guidance, education, advice and ensure someone is always there to help when you need it.

Our goal is to make a positive difference by guiding the way and empowering the success of others through education, coaching and smart financial decisions. We work with you to build a smart sensible roadmap and help you to stick with it. Your financial future is a collaborative effort, and it’s smart to work with an advisor who is passionate, understanding and uses strategies based on academic research and sound data – not someone who is simply selling you a product.

We work together with our clients to help enrich their lives. We understand that the decisions you make will impact you and your family for many years to come, and we don’t take this lightly. With an everchanging economy and marketplace, we work consistently to keep up to date with the most recent technology and investment strategies so that your accounts stay “in tune”.

We strive to treat our clients with the same care and interest that we devote to our own family. We have built strong lasting relationships on a foundation of trust, knowledge and open communication. You will always understand the direction we are headed and be informed of the options available to help you achieve success.

We’ve been married for thirty-three years and have three wonderful grown children and two beautiful granddaughters. In addition to spending time with our family, we love being in nature and enjoy hiking and gardening.

No matter what you do for a living or how much you have saved, together we can create a strategy to help secure your future and build wealth for your family. We have the passion, drive, care and understanding it takes. Let’s go through the journey together.

Atterbury Investment Management, Inc. and PlanMember Securities Corporation are independently owned and operated companies.