Our Team

John Moravek is a committed CERTIFIED FINANCIAL PLANNER™ (CFP®) with a passion for helping clients make their dreams a reality. With over 15 years of experience, he founded Clarity Wealth Planning in 2023 to deliver more value to his clients and enrich their experience.  

At Clarity Wealth Planning, John specializes in developing comprehensive financial plans, retirement income strategies, tax-efficient plans, and managing investment portfolios. He also works closely with businesses on exit-planning and managing employer-sponsored retirement plans.

Before becoming a financial advisor, John led the mortgage and real estate division for a financial services firm in Michigan. Seeking a more relationship-driven career, he transitioned into financial advising, where he could build lasting relationships with the people he helps.

John earned a bachelor’s degree from University of Notre Dame in 2002, where his passion for problem-solving and helping others began. He also worked his way through college as a golf course caddie, which fostered his love for the game and taught him the value of hard work.

John is actively involved in his community, serving on the planning committee for St. Matthew Catholic School in Charlotte and coaching his daughter’s basketball team. He is a member of F3 (Fitness, Fellowship & Faith), has led the local Notre Dame alumni club, and contributes to the leadership team of the Providence Business Partners networking group.

When he's not working, John enjoys golfing, cooking, reading, and cheering on Notre Dame football. He lives in Charlotte with his wife, Angie, and their daughter, Caroline.
 

As the Office Manager, Ashley Herford plays a pivotal role in helping to ensure smooth operations and exceptional client service. She supports clients and the office with various administrative and operational tasks, from opening new accounts and setting up clients online to handling client requests like updating beneficiary designations and processing required minimum distributions (RMDs). Ashley also schedules client meetings and ensures that compliance files are accurately maintained and recorded in a timely manner.

Before joining the firm, Ashley spent seven years as a Relationship Manager in a single-family office, where she served as an advisor to a multi-generational family. Her responsibilities included estate tax, wealth transfer, and income tax planning, as well as educating the rising generation on wealth preservation and succession planning for the family office. Prior to that, Ashley worked at Bank of America in the Executive Advisory Services group, providing comprehensive financial, tax, and estate planning services to top-tier executives. She began her career in public accounting as a tax accountant.

Ashley holds a B.S. in Information Science and a Master of Accounting from UNC Chapel Hill, and she has been a CPA in North Carolina since 2011.

Outside of work, Ashley enjoys trips to the lake, playing pickleball, is a new but enthusiastic Mahjong player, and volunteers at St. Matthew Catholic School.  Ashley lives in Charlotte with her husband, Patrick, and stays very busy with their 3 kids who are active in many sports.