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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar circumstances and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Kris Beaulieu grew up here in Fort Worth, Texas. He graduated from the University of Texas at Austin with a Bachelor's degree in Finance. He is a CERTIFIED FINANCIAL PLANNER™which is the most recognized certification in the industry.

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Marcos’ passion: To be in the business of transforming lives financially with excellence, and he’s been following that drive while working with clients since 1997.

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David T. Melcher grew up around the U.S., as the oldest son of a career U.S. Air Force Officer. He graduated from Texas A&M University where he earned his Bachelor's degree in Business Management. David has his Series 6 and 63...

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Carol has been with Clarity Financial Group since 2009. Before that she worked other insurance and financial planning firms and has a great deal of experience with life insurance. Carol and her husband Patrick live in Ft. Worth. They...

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Vanessa has 15 years of experience in the financial services industry and has been with Clarity Financial Group since 2009. Vanessa and her husband Al live in Ft. Worth and have four kids which keeps them very busy. We don't know what...

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Austin grew up in Wichita Falls before attending Texas Tech University, where he earned a degree in Personal Financial Planning. During his time in the program, Austin learned a wide spectrum of ideas, philosophies and strategies that...

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