Check the background of professionals at Clarity Financial on FINRA's BrokerCheck
Dave Tuzson has been serving his clients since 1982 with a focus on retirement planning and managing risks associated with the wealth transfers do to taxes, inflation, market loss, longevity and health. A strong believer in accumulating as much tax-efficient money as possible and building lasting legacy plans.
As an industry leader and mentor to Financial Advisors, Dave has served the National Association of Financial Advisor (NAIFA) the General Agent's & Management Association (GAMA) as well as a member of The Million Dollar Round Table (MDRT). Graduate and Moderator of the Life in Leadership Institute (LILI) as well as a graduate of the Purdue University's Professional Management Institute.
Concepts and strategies using real world facts to demonstrate your maximum outcomes at retirement is a core belief of Dave and others on the Clarity Financial Team. The 3 P's of Financial Success...Planning, Planning, & Planning. The firm has office's in Colorado, Nebraska, Wyoming, South Dakota, and Idaho
Dave is married to Lou Ann and have been Blessed with 5 children and 13 grandchildren. They live in Red Feather Lakes, CO and enjoy the outdoors, family, friends, and faith.
Kole is an experienced and knowledgeable financial professional and is ready to work with you to help ensure you and your family’s financial future. He realized working with families on their finances was the path for him after going through the process of choosing somebody to help him with his families' finances. After meeting with a number of planners that he didn’t really connect with, he finally found one that spoke to him more as a person than just another sale. The feeling of relief and confidence he had after getting his plan put into action is the feeling that he wants to give to others that are going through that same process.
Kole’s main goal is to help you make well-informed decisions on what types of investments are right for you. He also emphasizes the need to adjust investment plans as your goals and needs change. He takes special care to ensure he understands the needs of every single client and is always there for his clients, whether it is during the business day or after hours. Kole will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he devotes to his own. He wants to help his clients have money be a positive influence in their lives. Kole looks forward to being your trusted advisor and expert resource as you plan for the next steps in your retirement journey.
Greg believes everybody deserves to have clarity within their lives. Often, this starts with financial clarity, but can spread to the rest of their lives - personally and professionally. Having this certainty can help to reduce stress or anxiety that many Americans face when it comes to their finances, enabling them to relax and enjoy time with their family, invest in their hobbies, or grow their business with confidence.
As a husband and proud father of two beautiful girls, both of whom are soon (if not already) entering their pre-teen years, he is in the thick of it, but loving every minute of it. Before moving to the financial industry, Greg was a sales professional for many years, as well as a consultant, so understands where many of his clients are coming from as they are running a mile a minute. After developing many relationships, and helping countless companies, he realized that what he appreciated most about his career was working with people, and that he could have an even greater impact on people through helping them to create efficiencies and maximize the outcomes of their own finances.
This is why Greg now works with individuals, families, and small businesses on their financial strategies, helping them to feel more comfortable and gain clarity around money. He enjoys really getting to know people beyond a simple spreadsheet of numbers - their concerns, wants, and desires - so he can partner with them to help them achieve their goals as efficiently, and with as much certainty, as possible.
When Greg is not spending time with his family or working with clients, he can be found riding or racing his bike in cyclocross, mountain, or road disciplines. Greg also enjoys reef keeping, so ask him about the fish or corals in the tank in his office when you come by!
Johnny loves working with people and putting a smile on anybody's face. It is easy to think that meeting with a financial professional will be a boring affair, but Johnny makes planning your finances fun and enjoyable. He has even been known to break into song on occasion! Johnny's experience working with hundreds of clients over the years, and his ability to be attentive and listen, allows him to better ascertain their needs and assist them in reaching their financial objectives, goals, and dreams.
Helping families live life to the fullest, while saving for retirement and maintaining lasting legacies that go on for generations, is Johnny's specialty. He takes a comprehensive approach when working with his clients, helping them to build wealth while ensuring their financial strategies are appropriate, so his clients and their families are able to confidently take on what the world may throw at them. Johnny believes protection through life insurance and other financial instruments are key components to a successful financial strategy, and knows his clients will also appreciate the other living benefits they can provide, including some that can minimize future tax obligations.
Johnny brings over thirty years of experience in marketing, sales, and management, as well as a business degree to the table. In addition, he has studied leadership through the LiLy program with Naifa. He has also been recognized as one of the leading life and financial services professionals by qualifying for MDRT on two separate occasions.
For over twenty years, Johnny has been married to his lovely wife, Guadalupe. They live on a farm in western Nebraska with their three children, where they all enjoy the beautiful outdoors together, including hunting with his son and fishing as a family.