With nearly 30 years’ experience as a senior executive in the business incubator and finance areas, Darian is a co-founder and Chief Executive Officer of TruClarity. Darian has been the driving force behind the launch of a number of highly successful start-up businesses. His expertise in business planning, procuring capital and guiding first-time entrepreneurs has resulted in the launch of businesses in a range of industries. From single-location startups to multilocation/multistate organizations, he has a strong, proven track record. Darian earned a B.S. in business administration with a major in finance from the University of Florida.

With more than 35 years of combined experience as a senior executive in the financial services industry and as a small business owner, Pam is the Chief Operating Officer of TruClarity and President of TruClarity Management Services. With her strong operational, administrative, and project management background, Pam brings a unique combination of skills to the TruClarity team. As past Chief Administration Officer for a Florida-based financial institution, she navigated the daily operations, including adherence to strict regulatory requirements while ensuring an unparalleled level of customer service companywide. Pam earned a B.S. in finance from the University of South Florida.

Shad has 22 years of experience in the financial services industry and serves as the Western Division President of TruClarity. He’s held business development and leadership positions in custody, clearing and asset management for four major firms. Most recently, he served as a senior distribution professional, helping large Wirehouse teams and Independent Broker Dealer advisors successfully transition to independence.  His expertise includes:  matching advisors to the most optimal brokerage and/or bank trust custodian/s, advising on organic/inorganic growth strategies, maximizing operational efficiency, and managing human capital.  Shad earned a B.A. in economics from the University of Arizona and an MBA from Pepperdine University.

Dan brings 30 years’ experience in the financial services industry to his position as President of the Eastern Division of TruClarity. For 20 years, Dan worked for a major brokerage firm as VP and RVP of sales, assisting advisors transitioning to independence. Most recently, he served as a senior distribution professional for a fintech company that provides institutional-quality alternative investments to advisors via a unique, web-enabled platform. His expertise will help advisors understand the differences in practice models and how changes to their model can enhance their client experience, and increase the value of their businesses. Dan earned a B.A. in Economics from the University of Massachusetts at Boston.