About Us​

At Clarity Financial, we are committed to helping meet the needs of all of our clients. Whether that be establishing a Roth IRA for someone that has just entered the career field or ensuring that our more senior clients are fully understanding of what is going on in their retirement accounts. We provide fiduciary-style managed accounts combined with comprehensive financial planning.

We are a team of independent advisors that work together to sharpen our skills and stay on top of the ever-changing financial industry. We value our independence and never want to be in a spot where we have to recommend a proprietary product or service. We have linked arms with Altruist whose mission is to make independent financial advice better, more affordable, and more accessible. Because of this important relationship, we are in a prime spot to offer our clients the financial products that make the most sense for their specific situation.

Our advisors started out by wanting to make a difference in the lives of everyday people like yourself. Each of them has been impacted by the principles and philosophies of Dave Ramsey. They realize the impact that money has on a family and want to walk alongside you and provide the same solid advice you’ve come to expect from the Pro’s at Ramsey Solutions.

Our Team

Meet our team of advisors and administrative staff

Carmen Troyer

Client Service Specialist

Candace Swartzentruber

Client Service Specialist

Ina Hostetler

Client Service Specialist

David O'Neill

Financial Advisor

Doug Root

Financial Advisor

Tony Root

Financial Advisor

Trevor Shultz

Financial Advisor

PATH TO SUCCCESS

ready to reach new heights? Let's get there, together.

To get started schedule a free consultation with one of our advisors below.