Operations & Administrative Practices

As a Clarity client, you will find a financial advisor team that takes a one-on-one approach to ensure you understand every step of Clarity’s financial planning and money management process. Our client-centered work culture is dedicated to providing attentive services to every client. We work with a sense of urgency in responding to your requests and questions.

Clarity’s Operations and Administrative Services section is led by Operations Manager Michole Fields. She focuses on each client’s detailed needs and keeps you informed along the way to make certain that your transition to Clarity is seamless, easy and transparent.

Custodians Safeguard Your Investments

Clarity partners with Fidelity and T.D. Ameritrade, recognized as the most reputable and largest custodians to safeguard your investment assets. These firms provide account protection, secure online access, timely statement and tax forms delivery, and 24-hour phone support.

As an Accredited Investment Fiduciary, Connie Mack leads the Clarity staff in following a prudent process regarding investment practices as well as implementing appropriate policies and procedures.