Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Ryan E Anderson

CLTC®, CRPC, APMA

Private Wealth Advisor

Franchise Consultant
Learn more about Ryan E Anderson

Kevin Darrow

CFP®, CFA®

Financial Advisor

Client Service Manager
Learn more about Kevin Darrow

Brian Becker

ChFC®

Financial Advisor

Learn more about Brian Becker

Abraham Robertson

CFP®, CRPC, CLU®, CDFA®, APMA

Financial Advisor

Learn more about Abraham Robertson

Bryan Heinze

Financial Advisor

Franchise Owner
Learn more about Bryan Heinze

David Browne

Associate Financial Advisor

Learn more about David Browne

Eric Fox

CFP®, ChFC®, CLU®

Financial Advisor

Managing Partner of Clarity Financial Advisors
Learn more about Eric Fox

John Loveland

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about John Loveland

John R Lung

Financial Advisor

Learn more about John R Lung

Leon Carter

Financial Advisor

Learn more about Leon Carter

Matt Rolfes

Financial Advisor

Learn more about Matt Rolfes

Patrick R Convery

CFP®

Financial Advisor

Learn more about Patrick R Convery


Our team

Brandi Harvey

Associate Franchise Consultant,

Chief Operating Officer of Clarity Financial Advisors
Jaime C. Anderson

Jaime C. Anderson

Marketing Manager

Richard Hart

Richard Hart

Paraplanner,

Operations Specialist

Personal Intro

Richard has 17 years financial experience. His interests are:

Martial Arts

Competitive Marksmanship

Cooking

Philosophy and Apologetics

Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • Life and Health Insurance
  • Variable Products
View more
James Moran

James Moran

Paraplanner

Tamara Forro'

Tamara Forro'

Office Manager,

Marketing Specialist
Ashley Cannard

Ashley Cannard

Operations Manager,

Client Service Manager
Robyn Krekeler

Robyn Krekeler

Client Service Specialist

Rachel Keene

Rachel Keene

Assistant

Jonathon Sermo

Jonathon Sermo

Paraplanner

Anne Mollison

Anne Mollison

Marketing Manager,

Client Relationship Manager
Lori Reetz

Lori Reetz

Client Service Specialist

Lenell Horton

Lenell Horton

Client Service Coordinator

Amy Munsell

Amy Munsell

Administrative Assistant

Luke Youvon

Client Service Coordinator