Professional business retirement and succession planning services
Anne Marie Woodrich
Financial Advisor, Certified Exit Planning Advisor (CEPA)
Anne Marie is a Financial Advisor designated as a Certified Exit Planning Advisor (CEPA). CEPA’s are passionate about assisting business owners. The methodology used by CEPAs is multifaceted, includes networking with many professional, but begins with a financial advisor. Anne Marie will take the time needed to listen and direct the course to pursue an exit that the business owner will be proud of. Historical business owner exit mindset starts with a targeted exit date. CEPA methodology turns that thinking on its head. Anne Marie uses the Financial Planning process with the business owner to define the goals for the next phase of life and pairs that with an informal business valuation. Anne Marie is committed to meeting each client where they are, regardless of their type of business, exit knowledge, or past advisory experience.
Anne Marie is a graduate of the University of Dayton where she earned a bachelor degree in Engineering. She worked at Hewlett Packard for ten years when a layoff changed her job status and allowed her the opportunity to focus on raising her children. Now, in the second wind of her career, she uses her financial experience and knowledge to help clients identify and pursue their goals. Watching a close family member struggle with the process of selling his business motivated Anne Marie to help as many business owners as possible plan, to avoid, similar frustrations. She is honored to be a part of the collaborative and client focused environment at Total Clarity, encouraging clients to articulate their visions of the future, educating clients in financial decisions and developing plans to pursue desired financial lifestyles.
Anne Marie is a long time resident of St. Charles, IL, calling this home for most of her life. Watching her children pursue their dreams brings her great pride and joy. Anne Marie and her husband Rich are empty nesters except for the two rescue dogs. Their family has rescued many animals, from guinea pigs to dogs, and include them in their family. Some dogs were happy to sleep on the sofa as their daily activity, others required the activity of agility training to be happy. Anne Marie enjoys beach time with her family, a good book, and cheering on Chicago sports teams and the Dayton Flyers.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Total Clarity Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial.
Terry Murphy
President, Financial Planner, CFP, AIF, Business Owner
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.
At Total Clarity we believe strongly in the financial planning profession’s ability to improve people’s lives. Many of our clients come to us because of the complexities associated with investment strategies, tax laws, inter-generational planning and charitable giving. The process of helping clients gain a clear perspective regarding their current life situation as well as their future goals and dreams, is the genesis of the name “Total Clarity Wealth Management.” Clients we serve include:
- business owners in need of a succession plan
- individuals or couples nearing retirement age
- the recently widowed
- those experiencing a divorce
- employees undergoing a job transition or considering a mid-life career change
- parents saving for college expenses
Terry develops individualized strategies to meet his clients’ unique needs, especially during life’s major turning points. He also conducts financial education seminars, with the goal of helping clients to gain a better understanding of those factors that they can control and learn to anticipate and plan for the factors they cannot.
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).
On a personal note, the Murphy family has been living in the St. Charles area for more than 20 years - with a stint living overseas in Germany during the time that Terry was employed with MetLife. Terry and his wife Yvonne have four daughters and are the proud grandparents of six grandchildren.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Total Clarity Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial.
Jeanne M. Tackett
Vice President, MBA, 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.
Total Clarity was founded in 2006, and currently serves approximately $200 million in advisory assets. Fourteen financial advisors operate their practices from six offices located in the Chicago land area. As a hybrid Registered Investment Advisor (RIA), Total Clarity’s investment platform enables advisors to have flexibility and choice as they develop strategies tailored to their individual client’s goals and best interest.
Jeanne currently holds the Series 7, 24, 53 and 66 securities registrations through LPL Financial, 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.
On a personal note, Jeanne lives in Spring, TX with her husband Chris and their son Jake. Their son Ben is a graduate of Purdue University. She enjoys bicycling and taking long walks with her family.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Total Clarity Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial.
Kristina Tenney
Financial Planner, Client Services
Kristina is solely an investment advisor representative of Total Clarity Wealth Management, and not affiliated with LPL Financial.
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All information on this website is for informational purposes only.
No information constitutes an offer to sell or buy a security or is a form of investment advice.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and exit planning services offered through Total Clarity Wealth Management, Inc. a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
The 5 D’s infographic and Owner Dependency Infographic were provided by the Exit Planning Institute.
Information and interactive calculators are made available to you as self-help tools for your independent use and not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Total Clarity Wealth Management and LPL Financial do not provide business valuation or legal services. Please consult your legal advisor regarding your situation.
