Meet Yvonne
As Clarity Wealth’s Client Relationship Manager and Registered Administrative Assistant, I’m passionate about getting to know our clients personally and building strong relationships. My priority is to truly understand their financial goals and support them however I can. For me, success means knowing we’ve given clients the financial confidence to enjoy every other area of their life.
I began my career in the investment industry in 1990 and earned my Certified Financial Paraplanner certification in 1993. Since then, I’ve obtained my Series 6, 63, 7, and Advisory Series 65 registrations. My goal is always to do what’s best for our clients and provide outstanding service.
I’m a wife, mother, and grandmother, and my favorite moments are spent with family—especially on vacations or enjoying the outdoors. I also love serving in the children’s ministry at my church and volunteering wherever there’s a need.