The Clarity Team
CEO and Founder – Kay Dee Cole, CFP®
My passion is working with people who really want someone to help them navigate through life transitions. Your investment portfolio is important but it’s not all about the Benjamin’s! It’s about making good choices to live your best life.
When you lose your financial partner, whether divorce or loss, clients find our process comforting. We allow you space and really let you decide what it is you need from us. We spend time getting you to a place that allows you to breathe. Sometimes you need to get into a decision free zone and get permission to take time when needed. No pressure but slight nudging from us to keep you on track.
Director of Financial Planning – Dr. Kim Hall, CFP®
Effective financial planning is about more than just savings and investments, it is also about how you make trade-offs between the resources available to you. You make decisions everyday trading-off between time, money and mental energy, ideally in ways that reflect your values.
These decisions can be as big as buying a house, or as small as whether to go out to eat or prepare a meal at home. Financial planning is a powerful tool each of us can use can use to get the most of what we value out of life. I work with clients to identify goals, evaluate trade-offs, and to make informed decisions on how to use their resources. My goal is to help clients put a unique financial framework in place to achieve the life of their dreams. Read more…
Director of Operations – Nicole Rowley
Nicole has sixteen plus years of experience in the financial services industry with extensive expertise in customer service, marketing and office management. Nicole joined Clarity Wealth Development in 2017 and assists Kay Dee with client services and running the office. Nicole loves the outdoors, camping, baking and spending time with friends, family and especially husband Luke and cutie pie daughter Hayden.
Director of Client Services – Brandy Felina
Brandy joined the team at Clarity Wealth Development after being a stay at home mom to her 3 daughters and son for the past 14 years. While at home she ran an In-home Child care business for 12 of those years. Brandy recently decided that she was ready to transition out of the home and into the workforce. She wanted a career that would allow her to utilize all of her skill sets as well as provide an environment for learning and gaining new strengths. In her spare time, Brandy enjoys vacationing to tropical destinations, playing on her co-ed spring softball team, and watching her kids play sports among many other things.