Meet The Team
Dedicated professionals committed to bringing clarity to your financial future through education, expertise, and personalized guidance.
Dan Cuprill
CFP® - Founder & President
Dan, a leader in the financial services industry, is a prolific writer and communicator. He's been featured in The Wall Street Journal, Investors Business Daily, USA Today, and The Cincinnati Enquirer.
Committed to the art of holistic planning, Dan emphasizes the need to view personal finance as similar to achieving and maintaining good health. What works for one person can be fatal for another. It all begins with a thorough and detailed analysis of one's current strategy and must address all areas.
Known for his polite candor, Dan refuses to engage his clients in speculative strategies like stock picking, market timing, and cryptocurrency. His practice is best suited for those who seek an advocate in all areas of financial matters.
Wes Cuprill
CFP® - Investment Advisor Representative
Wes is no stranger to the financial advisory world. One could even argue that he was born into it. Growing up, Wes watched Dan approach his work every day with devoted passion and enthusiasm.
It's that same passion and enthusiasm that Wes brings to his role as an investment advisor representative, working tirelessly to strengthen client relationships and ensure we deliver the best possible service to them.
Wes is a graduate of Indiana University's prestigious Kelley School of Business, and before joining Money & Clarity, he worked in supply chain with Baxter Healthcare.
Fred Taylor
CFP® - Wealth & Investor Coach
Fred Taylor is a wealth and investor coach, founder and President of Professional Associates Wealth Coaching, Inc. located in Marietta, GA.
As an active speaker, lecturer and writer, Fred has spoken and taught at numerous national and international professional conferences, symposiums and civic events as well as having authored several published articles. He has appeared on programs with such notables as former President Gerald Ford, Former Israeli Foreign Minister Abba Eban, and noted investment icons such as Sir John Templeton and Phillip Carret.
He has been profiled in Business Atlanta and has been a regular guest on WRNG & WSB radio in Atlanta. As a coach to his clients, he considers most rewarding the time that he spends teaching, lecturing and mentoring.
Trena Powell
Operations Director
Trena is the glue that keeps the operation going. Having been with the firm for over ten years, she is the primary service contact for all of our clients.
And she does it all from her home in Florida, demonstrating that excellent client service knows no geographical boundaries. Her dedication to ensuring every client receives exceptional care and attention has made her an invaluable part of the Money & Clarity team.
Money & Clarity is a registered investment adviser with its principal place of business in the State of Ohio. Money & Clarity and its representatives comply with the current registration requirements imposed upon registered investment advisers by those states in which the Firm maintains clients. Money and Clarity may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Additional information about Money & Clarity is also available on the SEC's website at www.AdviserInfo.sec.gov.
Information contained herein does not involve the rendering of personalized investment advice but is limited to the dissemination of general information. You should consult a professional adviser before implementing any of the strategies or options presented.
The firm is not engaged in the practice of law or accounting. The firm does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications. For additional information about the Firm including fees and services, send for the Firm’s Disclosure Brochure using the contact information herein. Please read the Disclosure Brochure carefully before you invest.