What’s Your Work Optional Date?

WorkOptional was founded on the deep-seated belief that financial freedom is not some distant dream but an achievable reality for everyone, regardless of their beginnings.

We are excited to announce WorkOptional is now part of the Larson family of companies. This strategic alliance is an incredible opportunity for us to expand and strengthen the services we provide to you, our cherished clients.

Our commitment to your financial well-being remain the same, and our vision of a life where work becomes optional is still at the heart of everything we do.

See Why Our Clients Relax. Years Ahead™

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Work Optional Team

Jason P. Clark, MBA, CFP® Jason P. Clark, MBA, CFP®

Jason is a Partner and Senior Advisor. Before joining WorkOptional nearly 20 years ago, he was with A.G. Edwards and worked in institutional securities where he provided his clients with a spectrum of services ranging from research to securities distribution. After that, he spent time at Smith Barney working alongside clients to develop investment strategies tailored to fit their individual needs.

Jason’s expertise and dedication earned him recognition in the Minneapolis/St. Paul and Twin Cities Business magazines as a Twin Cities “Five Star Wealth Manager” each year from 2015 to 2023.

Jason has a Masters of Business Administration and a degree in Finance from the University of Wisconsin La Crosse. Beyond his professional endeavors, he actively contributes to his community as a member of the Saint Michael Catholic Finance Committee.

A resident of St. Michael, MN, Jason cherishes family life with his wife and three children, finding a balance between his professional achievements and personal commitments.

Margaret A. Leto Margaret A. Leto

As Vice President, Margaret oversees the intricacies of operations, including marketing, onboarding, event planning, and client engagement. An engaging and passionate customer service expert, she is committed to anticipating her clients’ needs and exceeding their expectations.

Before joining WorkOptional in 2017, Margaret was the Marketing & Membership director at the prestigious Minneapolis Club for over two decades. While there, she cultivated her expertise in catering to the needs of prominent individuals and families, and spearheaded initiatives to ensure each guest experienced seamless and exceptional service from start to finish.

Margaret holds a Bachelor of Science in Food Science from UW Stout and furthered her education through the Certified Financial Planning (CFP ®) program at the Minnesota State University-Mankato. Beyond her professional commitments, she served as President of the MN Chapter of La Chaine des Rotisseures, an esteemed international food and wine organization, from 2014 to 2019, and has held a board membership for over two decades.

Residing in New Hope, MN, Margaret finds joy and fulfillment in family life with her three children, two dogs, a cat, and a bearded dragon, treasuring every moment amidst the bustling energy of her home.

Connor J. Oak Connor J. Oak

Connor is a Senior Associate with a wide array of responsibilities, including conducting market research, selecting investments, and fostering business growth. He is passionate about crafting holistic financial plans tailored to the unique needs of his clients.

Before joining WorkOptional in 2018, Connor began his career at Craig-Hallum Capital Group. As an Investment Banking Analyst, he played a pivotal role in equity capital raises and mergers and acquisitions. Prior to his time at Craig-Hallum, he gained valuable insights through internships in corporate finance for a national consumer foods company and in private equity research.

Connor holds a Bachelor of Science degree in International Management with a focus on Financial Economics from Gustavus Adolphus College. Outside of the classroom, he showcased his talents as a member of the men’s basketball team and demonstrated his entrepreneurial spirit by emerging as a finalist in the Gustie Entrepreneur Cup.

Connor lives in the vibrant North Loop area of Minneapolis, where he resides with his fiancée, Taylor. An avid outdoor enthusiast, he enjoys wake surfing and immersing himself in nature. He has a passion for travel, exploring new destinations, and indulging in the delights of the local restaurant and wine scenes.

To inspire true wealth, one must gaze towards the horizon and look beyond the money. More importantly, they must look inward to search for what drives them to accomplish great things. Work Optional can assist you in the search and attainment of your best financial future where work can truly be optional.

We believe it won’t just change the way you make decisions, it will change the decisions themselves.

The World’s Foremost Wealth Advisor™

Our core clientele are Physicians, Executives and Business Owners.

We help you experience what every person should: Health, Wealth, Happiness, and the Time to enjoy all three.

What we VALUE at Work Optional

Without trust, there is no relationship. Trust is not a one-way street. Trust involves risk on the one hand and trustworthiness on the other. We trust our research, our discipline and our long-term results. Our brand has always stood for the truth in investing.

Clients receive the best, unbiased, and fully transparent advice to meet their needs and their family’s needs.  This is a partnership where we lock arms with our clients, making decisions to inspire their vision and achieve their goals. We share in the excitement of success just as we share in the accountability of actions.

We focus on our 10 key factors that allow families to efficiently build their wealth. Listening, understanding, and exceeding clients’ expectations allows us to deliver profitable results, which is how we measure our success.

Contact Us

Main Office

3360B Annapolis Lane North
Plymouth, MN 55447

Phone/Fax/Email

952-475-7000 / 952-475-7001
mleto@workoptional.com