Guided by a multi-generational team of financial professionals.

Team

Backed by deep industry experience and a rich history of managing the assets of wealthy families, our team partners with your family to protect and nurture your legacy. Our multi-generational team of financial professionals works with families from coast-to-coast building longstanding relationships that span generations.

Keith Jacoby

Keith M. Jacoby, CFP^®, CIMA^®

CEO, Partner

239.254.2220 keith.jacoby@clarity-wealth.com

Daniel Lampe

Daniel Lampe, CIMA^®

President, Partner

239.254.2205 daniel.lampe@clarity-wealth.com

Don Nealon

Donald P. Nealon, CFP^®

Managing Director - Wealth Advisor, Partner

239.254.2219 don.nealon@clarity-wealth.com

Michael McCain

Michael A. McCain

Managing Director - Wealth Advisor, Partner

239.254.2206 mike.mccain@clarity-wealth.com

Mark Pittman

Mark Pittman, CFP^®

Managing Director - Wealth Advisor

239.254.2257 mark.pittman@clarity-wealth.com

Kevin Wolf

Kevin Wolf

Managing Director - Wealth Advisor, PIM Portfolio Manager, Partner

239.254.2213 kevin.wolf@clarity-wealth.com

Justin McLaughlin

Justin McLaughlin

Managing Director - Wealth Advisor

239.254.2209 justin.mclaughlin@clarity-wealth.com

Streeter Holden

Streeter Holden, CFP^®

Managing Director - Wealth Advisor

239.254.2227 streeter.holden@clarity-wealth.com

Paul LoPresti

Paul LoPresti

Managing Director - Wealth Advisor

239.254.2210 paul.lopresti@clarity-wealth.com

Chris Wolf

Christopher Wolf, CFA^®

Managing Director

239.427.2520 christopher.wolf@clarity-wealth.com

Laura Ross

Laura J. Ross, CFP^®

Managing Director - Wealth Advisor

239.254.2225 laura.ross@clarity-wealth.com

Brian Kirk

Brian J. Kirk, CRPC^®

Senior Vice President - Wealth Advisor

239.254.2221 brian.kirk@clarity-wealth.com

Evan Jones

M. Evan Jones, CFP^®

Senior Vice President - Wealth Advisor

239.254.2201 evan.jones@clarity-wealth.com

Kevin Quinn

Kevin F. Quinn

Senior Vice President - Wealth Advisor

239.254.2392 kevin.quinn@clarity-wealth.com

William LoPresti

William J. LoPresti

Senior Vice President - Wealth Advisor

239.427.3388 william.lopresti@clarity-wealth.com

JP Holland

JP Holland, CIMA^®, CRPS^®

Vice President - Wealth Advisor

239.427.3801 jp.holland@clarity-wealth.com

Ashley Kelly

Ashley Kelly, CFP^®

Vice President - Wealth Advisor

239.254.2236 ashley.kelly@clarity-wealth.com

Alex McCain

Alex McCain, CFP^®

Vice President - Wealth Advisor

239.254.2216 alex.mccain@clarity-wealth.com

Tanner Roe

Tanner Roe, CFP^®, ChFC^®

Wealth Advisor

239.427.3800 tanner.roe@clarity-wealth.com

Spencer Gauta

Spencer Gauta

Wealth Advisor

239.427.4352 spencer.gauta@clarity-wealth.com

Jared Smith

Jared K. Smith, MBA

Associate Wealth Advisor

239.427.4350 jared.smith@clarity-wealth.com

Karen Szczepkowski

Karen Szczepkowski

Operations Manager

239.254.2252 karen.szczepkowski@clarity-wealth.com

Nancy Thorsen

Nancy A. Thorsen

Senior Financial Consultant

239.254.2217 nancy.thorsen@clarity-wealth.com

Gini Phillips

Virginia "Gini" Phillips

Executive Assistant to the CEO

239.254.2252 gini.phillips@clarity-wealth.com

Isabel Perez

Isabel Perez

Senior Client Service Associate

239.254.2238 issie.perez@clarity-wealth.com

Teresa Meadows

Teresa A. Meadows

Senior Client Service Associate

239.254.2251 teresa.meadows@clarity-wealth.com

Lou Ann Stevens

Lou Ann Stevens

Senior Client Service Associate

239.427.3389 louann.stevens@clarity-wealth.com

Bryce Nealon

Bryce Nealon

Client Service Associate

239.254.2233 bryce.nealon@clarity-wealth.com

Amber Porter

Amber Porter, FPQP^®

Client Service Associate

239.254.2383 amber.porter@clarity-wealth.com

Nick Spinelli

Nicholas Spinelli

Client Service Associate

239.254.2242 nick.spinelli@clarity-wealth.com

Shaneika White

Shaneika White

Client Service Associate

239.254.2255 shaneika.white@clarity-wealth.com

Jenna Zollar

Jenna Zollar

Client Service Associate

239.254.2235 jenna.zollar@clarity-wealth.com

Caleb Degitz

Caleb Degitz

Client Service Associate

239.385.0687 caleb.degitz@clarity-wealth.com

Lauren Neigh

Lauren Neigh

Senior Client Service Associate

239.427.3353 lauren.neigh@clarity-wealth.com

Debbi Maksymetz

Debbi Maksymetz

Client Experience Coordinator

239.254.2202 debbi.maksymetz@clarity-wealth.com

Nicole Mirabile

Nicole Mirabile

Client Experience Coordinator

239.427.4351 nicole.mirabile@clarity-wealth.com

Kevin Wolf

Kevin Wolf

Managing Director - Wealth Advisor, PIM Portfolio Manager, Partner

239.254.2213 kevin.wolf@clarity-wealth.com

Scott Metzger

Scott Metzger

Managing Director - Wealth Advisor, PIM Portfolio Manager, Partner

239.479.7908 scott.metzger@clarity-wealth.com

Kurt Maurillo

Kurt Maurillo, CFP^®

Managing Director - Wealth Advisor, PIM Portfolio Manager, Partner

239.479.7931 kurt.maurillo@clarity-wealth.com

Chris Wolf

Christopher Wolf, CFA^®

Managing Director

239.427.2520 christopher.wolf@clarity-wealth.com

Brian Wolf

Brian Wolf

Vice President - Wealth Advisor, Partner

239.254.2390 brian.wolf@clarity-wealth.com

Tony Gottschalk

Tony Gottschalk

Vice President - Wealth Advisor, Partner

239.479.7902 tony.gottschalk@clarity-wealth.com

Sherry Lopez

Sherry Lopez

Wealth Advisor

239.552.4424 sherry.lopez@clarity-wealth.com

Tricia Novello

Tricia Novello

Senior Registered Client Service Associate

239.479.7943 tricia.novello@clarity-wealth.com

Whitney Wolf

Whitney Wolf

Senior Client Service Associate

239.479.7938 whitney.wolf@clarity-wealth.com

Makenzie Hauck

Makenzie Hauck

Client Service Associate

239.479.7980 makenzie.hauck@clarity-wealth.com

Dean Lampe

P. Dean Lampe

Managing Director - Wealth Advisor

618.417.7570 dean.lampe@clarity-wealth.com

Dylan Lampe

Dylan Lampe, CFP^®

Associate Wealth Advisor

239.212.1080 dylan.lampe@clarity-wealth.com

Mark Pittman

Mark Pittman, CFP^®

Managing Director - Wealth Advisor

239.254.2257 mark.pittman@clarity-wealth.com

Mike Priola

Michael Priola, Sr.

Managing Director - Wealth Advisor

412.394.3176 mike.priola@clarity-wealth.com

Bill Swiontek

William Swiontek

Senior Vice President - Wealth Advisor

412.394.3169 bill.swiontek@clarity-wealth.com

Madison Pittman

Madison A. Pittman

Wealth Advisor

412.394.3188 madison.pittman@clarity-wealth.com

Michael Priola

Michael A. Priola

Wealth Advisor

412.394.3178 michael.priola@clarity-wealth.com

Spencer Gauta

Spencer Gauta

Wealth Advisor

239.427.4352 spencer.gauta@clarity-wealth.com

Dionna DiBernardo

Dionna DiBernardo, FPQP^®

Senior Branch Administrator

412.394.3181 dionna.dibernardo@clarity-wealth.com

Elisha Beck

Elisha Beck

Senior Client Service Associate

412.330.1862 elisha.beck@clarity-wealth.com

Victor Alonso

Victor Alonso

Client Service Associate

412.206.1740 victor.alonso@clarity-wealth.com

Daniella Cosley

Daniella Cosley

Client Experience Coordinator

412.305.7901 daniella.cosley@clarity-wealth.com

Let's Connect

Get in touch today to discuss your goals and options.