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Guided by a multi-generational team of financial professionals.

Naples FLFort Myers FLThe Villages FLPittsburgh PA

Team - Naples FL

Keith Jacoby

Keith M. Jacoby, CFP®, CIMA®

CEO

239.254.2220

keith.jacoby@clarity-wealth.com
Daniel Lampe

Daniel Lampe, CIMA®

President

239.254.2205

daniel.lampe@clarity-wealth.com
Don Nealon

Donald P. Nealon, CFP®

Managing Director - Wealth Advisor

239.254.2219

don.nealon@clarity-wealth.com
Michael McCain

Michael A. McCain

Managing Director - Wealth Advisor

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

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

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, CFP®, CIMA®, ChFC®

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

Wealth Advisor

239.427.4350

jared.smith@clarity-wealth.com
Riley Smith

Riley Smith

Wealth Advisor

239.497.8901

riley.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
Lauren Neigh

Lauren Neigh

Senior Client Service Associate

239.427.3353

lauren.neigh@clarity-wealth.com
Kendra Verborn

Kendra Verborn

Client Service Associate

239.254.2209

kendra.verborn@clarity-wealth.com
Debbi Maksymetz

Debbi Maksymetz

Client Experience Coordinator

239.254.2202

debbi.maksymetz@clarity-wealth.com
Nicole Mirabile

Nicole Mirabile, FPQP®

Client Experience Coordinator

239.427.4351

nicole.mirabile@clarity-wealth.com

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