CEO and Founder – Kay Dee Cole, CFP®
Growing up a farmer’s daughter just south of Corvallis, Oregon I learned the value of hard work and perseverance. I attended school in Corvallis and graduated from Oregon State University with a Natural Resources Economics Degree and minors in business and statistics. After college I worked for the U.S. Department of Agriculture as a statistician in California and Colorado. In 1996 my husband and I returned to Corvallis to help with the family farm. In 2000, my entrepreneurial spirit helped me realize my dream of owning my own retail business, as a florist.
My background and experience in running that retail business and being involved with the sale of our family’s business gave me a unique perspective in family-owned businesses. I also realized that running a retail business was not my dream career. With the help of my financial advisor, I decided financial planning was what I really wanted to do. I started out in a large broker business but decided I wanted to help people plan for life; not just sell investments. Read more….
Director of Financial Planning – Dr. Kim Hall
I was drawn to personal financial planning because I knew that the tools I was developing in my academic research could also directly impact individuals and families in meaningful ways. Searching for available guidance on financial topics made me realize that holistic advice in this arena was hard to find. This realization led me to pursue CERTIFIED FINANCIAL PLANNER ™ certification (I am currently a candidate) so that I could help others navigate the complex world of finance. I joined Clarity Wealth Development in 2017, bringing with me 10 years of experience in applied economic research and education. My expertise in risk analysis and optimal resource allocation, combined with my knowledge of savings, investment and tax planning strategies, enables me to empower clients to make well informed decisions on how to manage their hard-earned money. 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.