Daniel A. Jack has cultivated a distinguished career in financial services spanning decades. His extensive professional background encompasses both private and public sector roles, demonstrating a comprehensive understanding of the financial landscape.

As the co-author of the acclaimed book "Swipe Right: Choosing Your Financial Match," Daniel's interview delves into the significant role our emotions play in financial decision-making, as highlighted in "Swipe Right." The book emphasizes how aligning with the right financial plan and partnering with a suitable financial coach can greatly improve one's chances of achieving financial success.

Beyond his writing, Daniel is a prominent keynote speaker in the financial services industry known for impactful, results-driven seminars. In particular, he enjoys working with financial advisors, by helping them to better guide their clients toward reaching their financial goals.

Learn how to assess your net worth, compare it wisely, and the secret ingredient of wealth building and various money strategies in this informative interview.

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Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book "Living a Life of Significance" (Acanthus Publishing, 2013). The book has sold over 150,000 copies, is translated in five languages and was featured in Nick Murray's "The Advisor's Essential Library."

​Joe is the recipient of the 2023 John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry for outstanding services to the institution of life insurance.

Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department.

Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine.

For three consecutive years, he has been honored by Irish America magazine as one of the "Top 50 Irish Americans on Wall Street."

He was inducted into the Fordham Football Hall of Fame and has played rugby for the New York Athletic Club for 30 years.

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Financial Clarity by Design, formally McNeely Financial Services, offers comprehensive strategies through a spectrum of financial services. From growing your wealth to planning for your family’s future, Financial Clarity by Design is ready to lead you down the path to obtain those goals and dreams. Financial Clarity by Design can help you achieve your goals.

Juli McNeely CFP®, CLU, LUTCF, joined the firm in 1996 after working in the banking industry for five years. Juli and her team changed the business name to Financial Clarity by Design in 2022. Juli specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Her clientele consists of business owners, individuals, married couples and successful professionals. Juli has a Bachelor of Science degree in marketing from Northwestern College. She is professionally affiliated with National Association of Insurance and Financial Advisors (NAIFA), where she serves as the National Past President.

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