Where the name came from
Clarity is the whole idea behind the name. Ron Hunt and Jon Groberg wanted every engagement to leave a client able to explain their own situation in their own words, which is harder to deliver than it sounds in an industry that runs on jargon and disclosure documents. Independence supports that, since no product lineup sits between what we recommend and what your plan calls for.
Planning first, then everything else
Plenty of people arrive with a portfolio and no plan behind it. A collection of holdings can perform perfectly well and still tell you nothing about whether you can retire in four years or send two kids through school. We start from the opposite direction. Every client has a written plan that spells out what they want their life to look like, and the investments exist to serve it. When the plan changes, the portfolio changes. When markets move, the plan is what tells us whether anything actually needs to happen.
That order of operations is the closest thing we have to a house rule. It shapes what we ask in a first meeting, what we review each year, and how we answer a question that starts with "should I."
Ron Hunt
ChFC®, RICP®, CLU®
Wealth Management Advisor
Ron Hunt is the Co-Founder of Clear Pointe Wealth Management and brings more than 31 years of experience helping business owners, individuals and families navigate their financial futures with confidence. As a Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®), Ron specializes in developing personalized wealth and retirement strategies designed to help clients pursue their long-term goals.
As a fiduciary*, Ron is deeply committed to always acting in the best interests of his clients. He believes that effective financial planning begins with understanding the people behind the numbers. Rather than leading with solutions, Ron invests significant time getting to know each client, learning about their goals, values, concerns, and aspirations. This relationship-first approach allows him to create thoughtful, customized strategies that align with each client's unique vision for the future.
Throughout his three-decade career, Ron has built lasting relationships founded on trust, transparency, and personalized service. His dedication to helping clients make informed financial decisions has made him a valued advisor to individuals, families, and retirees seeking clarity and confidence in their financial lives.
Outside of the office, Ron enjoys spending time on the golf course and reading history books. Most importantly, he cherishes time with his wife and beautiful grandchildren, who are the highlight of his week and a constant reminder of the importance of planning for future generations.
*Applicable to clients that have signed an advisory agreement.
Jonathan Groberg
CLU®, ChFC®, CFP®, MSFS
Wealth Management Advisor
Jonathan Groberg is Co-Founder of Clear Pointe Wealth Management and brings more than 25 years of experience helping individuals, families, professionals, and business owners make confident financial decisions and pursue their most important life goals. As a Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and holder of a Master of Science in Financial Services (MSFS), Jonathan specializes in comprehensive financial planning, wealth management, retirement planning, risk management, and legacy planning.
As a fiduciary, Jonathan believes effective financial advice starts with understanding what matters most to each client. He takes a thoughtful, relationship-centered approach, investing time to learn each client's goals, values, concerns, and vision for the future before developing recommendations. By combining comprehensive planning with disciplined investment guidance, he helps clients align their financial resources with the life they want to live.
Throughout his career, Jonathan has built long-standing client relationships grounded in trust, transparency, and personalized service. He is passionate about helping clients navigate the complexities of wealth accumulation, retirement, tax-efficient planning, and estate considerations, providing clarity and guidance through every stage of life. His objective is to simplify complex financial decisions and help clients move forward with confidence knowing they have a coordinated strategy in place.
Outside of the office, Jonathan enjoys spending time with his family and staying involved in his community. He values the relationships he has built over the years and appreciates the opportunity to help multiple generations of families pursue lasting financial security and meaningful legacies.
Jeri Johnson
Director of Client Experience
Jeri has enjoyed working in the financial planning industry for 22 years. Jeri is dedicated to providing exceptional client service and ensuring a seamless experience for individuals and families working toward their financial goals. With a strong commitment to responsiveness, attention to detail, and personalized support, Jeri helps clients with any assistance they need.
Outside of work, Jeri enjoys vegetable and flower gardening, reading a good book, learning new skills and spending time with family and friends. These activities help Jeri maintain balance and bring fresh perspective to both her personal and professional life.
Josh Bertagnole
Director of Investment Operations
Josh serves as Director of Investment Operations at Clear Pointe Wealth Management, where he plays a key role in supporting the firm’s investment activities and ensuring operational excellence across the organization.
Known for his dedication, responsiveness, and reliability, Josh brings a disciplined and detail-oriented approach to his work. He is committed to delivering consistent results, maintaining strong communication, and ensuring that both colleagues and clients can depend on him when it matters most.
With over 15 years of experience in the Financial Industry, Josh combines industry knowledge with a strong work ethic and a solutions-focused mindset. He takes pride in building efficient processes, addressing challenges proactively, and contributing to an exceptional experience for the firm’s clients and partners.
Outside of work, he enjoys being a soccer official, soccer head coach, watching his kids play competitive soccer, and spending time with the family.