we will do it together
Everything we do is driven by our passion and commitment to your financial excellence and well-being.
Nicole has over 20 years of business acumen running a local small business and Bobby has over 25 years of professional involvement in the financial markets running portfolios for clients with different asset values from $40,000 to $1,000,000+. Together, we have 4 children from 16 and looking towards college to a one-year working towards eating from a fork. We know the bumps that come along with life, and we work with you to create a holistic, dynamic financial vision for yourself and your family, whatever that may look like.
MBA, CFA, Managing Partner
Bobby Piton is the Managing Partner of PreActive Investments, LLC, and an Investment Advisor Representative of Total Clarity Wealth Management.
A financial paragon with over 20 years of experience, 17 of which were at Rothschild Investment Corp and UBS O’Connor, Bobby has a proven track record of generating alpha over different market cycles.* With a lifetime commitment to learning, Bobby spent his career exploring ways to streamline relevant data into actionable information. He has been using advanced analytics to leverage big data, and more recently, machine learning techniques to yield higher and repeatable outcomes.
As a Quantamental Portfolio Manager, Bobby has read well in excess of a million pages over his career and has extensively studied physics, quantum mechanics, mathematics, economics, trading, portfolio construction, model development, asset valuation, and alpha generation to develop and refine his methodology.
Bobby has formed PreActive Investments to quantify two decades of his market insights and breakthroughs. He is focused on fully utilizing and mastering C++, Python, Neural Networks, Machine Learning, AI, and software engineering to harness and quantify how his mind sees things differently in the financial markets to seek to maximize risk adjusted returns for his investment partners.
CFP®, Financial Coach
Nicole Piton is a CFP® who works as your financial coach. She specializes in working with business owners and families to understand and build their financial security. Coming from over 15 years of experience running a small, local business, Nicole is in a unique position to understand the difficulties and joys of running a business, including running a household. She works with clients from establishing a budget and understanding cash flow, to creating a long term financial path towards individual and familial goals, to finding suitable investments to push towards those goals.
Nicole earned her degree in Finance with a minor in Computer Science from University of Illinois. She was also a registered yoga instructor. She is a big believer in the importance of technology and using it to quickly readjust as circumstances change, and Nicole also believes in taking a holistic view of life. Instead of a bottom-up approach, she prefers to figure out what are your values and goals, and how we can reach them together.
Usually, there is a catalyst for her clients to seek Nicole’s guidance. These major situations can include:
- Small business owner
- Change in family situation
- Buying a home
- College education planning
- Inheritance (expected or unexpected)
Nicole lives in Geneva with her husband, children, cats, and dog. Her children attend Montessori and her cats lounge in sunny areas of the house. She enjoys walks to downtown Geneva, and while she might prefer Geneva, Switzerland, Geneva, Illinois is a great alternative.
CFP®, AIF®, President
Terry Murphy is the president and co-founder of Total Clarity Wealth Management, Inc., with office locations throughout the Chicago area. As an independent investment advisory representative with over 20 years of experience, he is registered to offer a wide variety of investment options. In addition he is licensed to offer life, health, disability and long-term care insurance.
His background includes service in the U.S. Army as an Intelligence Analyst, after which he graduated from the State University of New York with a Bachelor’s Degree in history and political science. In addition to his securities registrations, over the years he has earned the designations of Certified Financial Planner (CFP®) and Accredited Investment Fiduciary(AIF®). Ongoing continuing education is required to maintain these designations.
In 2006, he co-founded and became the president of Total Clarity Wealth Management, Inc., a registered investment advisory firm. Terry previously served on the board of directors for the Illinois Financial Planning Association. Currently he belongs to and was also the past president of the Fox Valley Chapter of Business Network International (BNI).
Jeanne M. Tackett
Jeanne M. Tackett MBA, Vice President of Operations and CCO
Jeanne Tackett is the Vice President of Operations and CCO of Total Clarity Wealth Management, Inc., an independent Registered Investment Advisory firm.
As the Vice President of Operations and Chief Compliance Officer, Jeanne manages a team that recruits, supports and supervises the financial advisors at Total Clarity. Jeanne is responsible for coordinating and facilitating back-office operations; and in her role as CCO she monitors and manages compliance-related issues to ensure Total Clarity’s advisors are operating their practices within SEC regulatory guidelines.
Jeanne currently holds the Series 7, 24, 53 (held with LPL Financial) and 66 securities registrations, qualifying her as Total Clarity’s Chief Compliance Officer. She received her bachelor’s degree in chemical engineering from the University of Wisconsin-Madison and achieved an MBA from Xavier University, in Cincinnati Ohio. Previously, she was an independent business owner of Moving Made Easy, Inc. She also held the position of engineering project manager for Intec Corporation as well as at General Motors where she was employed for over 8 years.