Joshua Curtis is the founder and Lead Investment Advisor of Clarity Financial, LLC. He is a native of Columbus, Nebraska and has been serving clients since 2011. Josh is committed to helping clients simplify their lives and discover freedom by implementing timeless financial principles.
An innovator at heart, Josh leverages his unique perspective to help clients reach their financial goals. He is the creator of the Portfolio Waterfall, a strategy that is transforming the way people take retirement income. He has been a featured speaker on this topic at a variety of industry events. Josh is involved in several industry organizations including Financial Services Professionals Organization and the National Association of Insurance and Financial Advisors. He is a qualifying top-of-the-table member of the Million Dollar Round Table organization which represents an elite group of advisors around the world.
Josh currently resides in Lincoln, Nebraska with his wife Stephanie and their two children - Noah and Adelynn. Away from the office, Josh loves attending their children’s events and outdoor adventures with the family.
Brian Thomas joined Clarity Financial in 2019. Committed to act in his clients' best interest, Brian brings the same dedication to financial planning that he brought to nearly 20 years of Christian ministry. His comprehensive approach is motivated by a deep interest in the wellbeing of his clients. Brian believes financial planning should be accessible for everyone - regardless of their net-worth.
Brian is married to Sarah. They have four children – Katie, Eleanor, Judah, and Henry.
On weekends, Brian serves on staff as the worship leader for a local church in Lincoln, Nebraska. He loves to sing, play his guitar, and write music to share with others.
Lori is a native of North Platte, Nebraska and a graduate of the University of Nebraska, Lincoln. In addition to her office management skills, Lori brings a wealth of knowledge from her many years as an assistant to Estate Planning attorneys. In her free time, she enjoys spending time with her family and watching her nephews play basketball.