Rick Brown is a wealth management advisor for Clarity Financial Planning Group. For nearly thirty years, he has been helping successful business owners, executives, and families with their wealth management, protection, and distribution needs. To address both income security and legacy goals, Rick creates written plans for his clients with a heavy focus on retirement. His unique planning process includes the objective evaluation of tax efficient distribution and investment strategies, as well as estate planning solutions designed to increase the probability of reaching goals.
Prior to entering the financial services industry in 1989, Rick graduated with a bachelor's degree from Middlebury College in Vermont. He continued his studies at The American College of Financial Services where he earned numerous designations, including Chartered Life Underwriter (CLU®), Chartered Advisor for Senior Living (CASL®), CERTIFIED FINANCIAL PLANNER™ (CFP ®), and Chartered Financial Consultant (ChFC®).
When he's not in the office, Rick enjoys making an impact in the Philadelphia community by serving as a board member for The Claude Giroux Foundation. He and his wife, Jenny, have two children, Jack and Sarah, and he loves spending time with them, cycling, and reading.
As a wealth management advisor for Clarity Financial Planning Group, Nick Kemp utilizes a highly-creative, detail-oriented approach to financial planning, allowing him to design solutions for his clients that meet their needs today and in the future. He finds great joy in helping people identify their financial goals, and then partnering with them to chart an appropriate course of action to achieve them. Nick prides himself on making sure his clients are well-educated on all of their options so that they are empowered to make the best possible financial decisions for themselves, their families, and their businesses.
Prior to entering the financial services industry in 1989, Nick graduated from Widener University with a Bachelor of Science in Business Administration with a concentration in Finance. In order to best serve the needs of his clients, he went on to study and receive three highly-regarded industry designations from The American College of Financial Services in Bryn Mawr, PA: Chartered Life Underwriter (CLU®), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Chartered Financial Consultant (ChFC ®).
When he's not serving the needs of his clients, Nick spends time serving the community as a member of the board of trustees for Benchmark School and the board of directors for Friends of Radnor Troop 284. He resides in St. Davids, PA with his wife, Dawn, and three children, and enjoys fishing, hiking and camping.
Andy Schultz is proud to be a financial advisor for Clarity Financial Planning Group. For the last 15 years, he has found it particularly rewarding to work with families addressing special needs considerations. Andy addresses the complex nature of his clients' financial profiles with sophistication and clarity, and he's passionate about making the financial plans he creates as simple as possible, but not simpler.
Prior to entering the financial services industry, Andy graduated from the University of Illinois at Urbana-Champaign in 2001, and launched what became a very successful food service business. While Andy enjoyed his time with that venture, he discovered that his real passion was in helping other business owners and families make wise financial decisions to maximize and protect the assets they work so hard for. He sold the business and joined Northwestern Mutual in 2003, and began advanced studies through The American College of Financial Services in Bryn Mawr, PA. He has earned several planning designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®).
Andy has been married to his wife Jen since 2004, and they live with their two children in Abington, PA. In his free time, he's an avid runner and enjoys competing in various races throughout the year, his favorite being the annual Broad Street Run in Philadelphia. Andy also enjoys coaching his son's soccer team and spending time with his family.
Steve Eberbach is a Financial Advisor for Clarity Financial Planning Group, working to serve families, business-owners, and organizations that aspire to grow creatively, sustainably, and securely. Steve has been building his financial planning practice since 2015 following seven years working at Michael Baker International as a consultant. Most of his work at that time focused on helping policy decision-makers and local communities quantify life and property risk and evaluate alternatives to mitigate those risks.
He enjoys spending time with clients who have a desire to practice conscious decision-making so that we may all build a secure and sustainable future by design. Steve joined Clarity Financial Planning Group as a member in 2020 with a primary goal of providing inter-generational security to existing and future clients. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and is leading efforts within the team on investment strategies that meet the needs of clients who have sustainable, responsible and impact investing objectives.
He is active in the ocean science and conservation community, working with national and international organizations to support initiatives focused on protecting our oceans. Steve is a graduate of Penn State University and Duke University. He and his wife, Meg, have been married since 2008, and live in Conshohocken, PA with their two daughters.
Kevin Kolipinski graduated from Mars Hill University in 2014, earning a Bachelor’s Degree in Political Science with a Minor in Economics. In 2016 he joined Clarity Financial Planning Group where he currently serves as their Associate Wealth Management Advisor, managing the day to day investment operations. Kevin is licensed in Life, Health, and Long-Term Care insurance, and holds additional securities licenses in Series 66 and Series 7. He currently lives in East Norriton, PA with his fiancé Maribeth.
Since completing his lacrosse career at Mars Hill University, Kevin continues to play competitively whenever he can, and also enjoys coaching youth lacrosse. During the winter, Kevin volunteers as an Alpine Ski Patroller, continuing his service since 2010.
How can Kevin help you?
- Opening new accounts in Brokerage, Advisory, or Trust and Private Client Services
- Assist with and process transfers, IRA rollovers, trade orders
- Expedite all account change and investment service requests
Alex received her bachelor of science from Cabrini University in 2014, and her Masters from Georgetown University in 2017. She has worked at Northwestern in various capacities since 2014 and joined Clarity Financial Planning Group in 2017. Alex loves to explore different restaurants in Philadelphia with her fiancé, enjoys spending quality time with her family and friends, likes to attend local concerts and sporting events, and is an avid runner who participates in races throughout the Philadelphia region.
How can Alex help you?
- Any questions regarding the insurance application and underwriting process
- Any insurance service requests, billing questions, and policy changes
- Updating personal information for your client file
Brendan M. Nucifora graduated from West Chester University of Pennsylvania in 2016, earning a B.S. in Marketing. Upon Graduation, he spent over three years running a solo financial planning practice with Northwestern Mutual until merging his business with and becoming a member of Clarity Financial Planning Group in July of 2019. His primary roles on the team range from business development and client building activities, to providing consultative financial planning services for clients, as well as ongoing planning reviews and progress monitoring for existing clients of CFPG. Brendan maintains a systematic, and personalized approach with each person that he serves, and seeks to partner with his clients to help them reach their ideal life by design.
Brendan is licensed in Life, Accident, and Health as well as LTC insurance, and holds additional securities licenses in Series 6 and Series 63. He currently lives in West Chester, PA.