Connie Mack,  AIF, AAMS, CRPS, President and Founder

Contact Connie at 281-501-1791

In November 2009, Connie Mack founded ClarityFinancial LLC in Houston to deliver the highest standards of excellence, integrity and education in meeting his clients’ financial goals and challenges. In the past six years, Connie has built Clarity from a one-person office to one of the fastest growing investment boutique firms in the greater Houston area. With more than $200 million of assets under management, Clarity now has six financial professionals who serve a wide range of families, individuals and businesses for a broad scope of financial services, from asset management to retirement planning to 401K programs for businesses to Social Security optimization.

In his role as Founder, Connie is responsible for the overall management and execution of Clarity’s investment strategies and investment committee. He also serves as Clarity’s Chief Operations Officer and Chief Compliance Officer.  Connie works directly with his clients as their financial advisor.

Connie began his career in the financial services industry as a Financial Consultant with Charles Schwab in 2000 in Houston, where he was responsible for developing new accounts and assisting existing account holders with various services. In 2002, he was promoted to Vice President-Client Consultant with Schwab, where he oversaw more than $250 million in accounts for high-net-worth clients.

A native of La Marque, Texas, Connie graduated from Fordham University in New York with a bachelor’s of science degree in Finance and Marketing. Connie holds certifications as an Accredited Investment Fiduciary, Certified Financial Planner, Accredited Asset Manager, Retirement Specialist and Group One Insurance.

Among his community support activities, Connie served as Co-Chair of Career Gear Houston, a nonprofit organization that helps former military servicemen transition to careers in the private sector as well former inmates and others in need of assistance of joining the workforce.

Connie resides in Houston and continues to enjoy college and professional basketball teams. At Fordham University, he served as captain of the school’s basketball team and played for professional basketball teams in Mexico and Venezuela following graduation.

Richard Rosso

Senior Financial Advisor

thumb-1

Lance Roberts

Chief Investment Strategist

Nancy Hetrick

Senior Financial Advisor

Michole Fields

Director of Operations

Brent Clanton

Executive Producer – Lance Roberts Show

Karen Roan

Director of Investment Relations

Samantha Samolu

Client Services Administrator, ClarityFinancial, LLC

Kanwal Iqbal

Assistant Trader

Danny Ratliff

Senior Financial Advisor