“Two roads diverged in a wood, and I - I took the one less traveled by, and that has made all the difference.” ~Robert Frost
Marc D. Langva, CFP ®
Founder & CEO
Mr. Langva is Founder and CEO of WorkOptional Inc. He is a Certified Financial Planner™ (CFP®) and a Private Wealth Manager for successful families. Marc’s clients experience a greater sense of confidence, freedom, and opportunities in their lives so that they can “Relax. Years Ahead™” of their peers.
Mr. Langva is the Author of “Thirteen Retirement Killers” and soon to be released “Building the Perfect Portfolio”. Marc has been seen in Mpls./St.Paul and Twin Cities Business magazines; as a Twin Cities “Five Star Wealth Manager” for the years 2008, 2009, 2010, 2011, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023.
Mr. Langva has 20+ years of investment experience including working at IDS/Ameriprise & NDX trading. He attended St. Cloud State University with Majors in Finance and Accounting, and completed the Certified Financial Planner (CFP®) Certificate Program through Minnesota State University. He is also a graduate of St. Cloud Tech College, where he earned his Associate of Applied Science Degree, and North Hennepin College, where he earned an Associate of Arts degree.
He enjoys skiing, wake surfing, mountain biking, off-roading, motorcycling, vintage cars, boats, bikes, watches, instruments & spirits.
He lives in Excelsior, MN with his wife, his daughter and two sons.
Jason P. Clark, MBA, CFP ®
Partner & Senior Advisor
Mr. Clark is Partner and Senior Advisor of WorkOptional, Inc.
Mr. Clark has been seen in Mpls./St.Paul and Twin Cities Business magazines; as a Twin Cities “Five Star Wealth Manager” for the years 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023. Mr. Clark gained valuable experience at A.G. Edwards working in institutional securities where he provided clients with services such as research, brokerage, and distribution of securities and at Smith Barney where he worked with clients to develop a clear investment strategy and maintain a portfolio that supports that strategy.
Mr. Clark holds a Masters of Business Administration and a degree in Finance from the University of Wisconsin La Crosse. He is on the Saint Michael Catholic Finance Committee.
He lives in St. Michael, MN with his wife and three children.
Margaret A. Leto
Ms. Leto is the Vice President at WorkOptional, Inc. She oversees all operations, marketing, client on-boarding, events and other client engagement needs. She has a passion for exceeding clients’ experiences and a goal of keeping WorkOptional, Inc. a Top Wealth Management Company in the Twin Cities.
Her previous career was at the Minneapolis Club. For over 22 years, she worked with the Twin Cities most prominent individuals and families. Most recently, in her role as their Marketing & Membership Director, her number one goal was making sure all clients had flawless experiences from beginning to end.
She holds a B.S. in Food Science from UW Stout and attended Minnesota State University Mankato in the Certified Financial Planning (CFP®) program. She was the President of the MN Chapter of La Chaine des Rotisseures, an international food & wine organization from 2014-2019, and a 20 year past board member. She lives in New Hope, MN with her three children, two dogs, a cat and a bearded dragon.
Connor J. Oak
Mr. Oak is a Senior Associate with WorkOptional, Inc. whose responsibilities include market research, investment selection, business development, and holistic financial plan development for his clients.
Mr. Oak has gained a wealth of experience from working as an Investment Banking Analyst at Craig-Hallum Capital Group assisting in equity capital raises and mergers and acquisitions. Prior to Craig-Hallum, he interned in corporate finance for a national consumer foods company and in private equity research.
Mr. Oak holds a B.S degree in International Management with an emphasis on Financial Economics from Gustavus Adolphus College where he was member of the men’s basketball team and finalist in the Gustie Entrepreneur Cup.
Mr. Oak lives in the North Loop area of Minneapolis with his fiancé, Taylor, and enjoys time spent outdoors wakesurfing, traveling, exploring the local restaurant scene, and furthering his knowledge of wine.
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Marc D. Langva CFP®, Jason P. Clark MBA, CFP®, and Jaime L. Langva CFP® were awarded Five Star Wealth Manager status for best in client satisfaction as seen in Minneapolis/St. Paul and Twin Cities Business Magazines. Click learn more for details about the individual awards and read the full disclosure.