Team

A multi-generational team of financial professionals

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
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
Daniel Lampe

Daniel Lampe, CIMA®

President, Partner

239-254-2205 daniel.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
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
Laura Ross

Laura J. Ross, CFP®

Senior Vice President - Wealth Advisor

239-254-2225 laura.ross@clarity-wealth.com
Bill Swiontek

William Swiontek

Senior Vice President - Wealth Advisor

412-394-3169 bill.swiontek@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
Ashley Kelly

Ashley Kelly

Wealth Advisor

239-254-2236 ashley.kelly@clarity-wealth.com
Alex McCain

Alex McCain

Wealth Advisor

239-254-2216 alex.mccain@clarity-wealth.com
Madison Pittman

Madison A. Pittman

Associate Wealth Advisor

412-394-3188 madison.pittman@clarity-wealth.com
Michael Priola

Michael A. Priola

Associate Wealth Advisor

412-394-3178 michael.priola@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
Dionna DiBernardo

Dionna DiBernardo

Senior Branch Administrator

412-394-3181 dionna.dibernardo@clarity-wealth.com
Isabel Perez

Isabel Perez

Senior Client Service Associate

239-254-2238 issie.perez@clarity-wealth.com
Bryce Nealon

Bryce Nealon

Client Service Associate

239-254-2233 bryce.nealon@clarity-wealth.com
Amber Porter

Amber Porter

Client Service Associate

239-254-2383 amber.porter@clarity-wealth.com
Nick Spinelli

Nicholas Spinelli

Client Service Associate

239-254-2251 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
Victor Alonso

Victor Alonso

Client Service Associate

412-203-1740 victor.alonso@clarity-wealth.com
Debbi Maksymetz

Debbi Maksymetz

Client Experience Coordinator

239-254-2202 debbi.maksymetz@clarity-wealth.com

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