Brian Britt

Founder & Senior Retirement Strategist

Brian founded ClearWealth Planning Inc. after a distinguished Wall Street career that began at age 19 while earning his bachelor’s degree in Economics from the College of Business at St. John’s University in New York.

He spent his early years as a large-cap value stock specialist at Lehman Brothers, PaineWebber, and Merrill Lynch. The 2008 financial crisis and the Merrill Lynch–Bank of America merger convinced Brian that his clients deserved a more stable, transparent, and personalized approach. In 2010 he launched ClearWealth Planning Inc (formerly ClearWealthAsset Management) which today serves clients is nearly every state in America.

Today Brian designs sophisticated retirement strategies nationwide with an emphasis on sustainable income, tax efficiency, and multi-generational wealth transfer. A student of history and mathematics, he brings creative, “outside-the-box” thinking that helps clients outperform conventional wisdom.

Brian is a highly rated national instructor for CPAAcademy teaching live webinars on retirement planning, and has taught retirement plan design at UC San Diego, National University, and Palomar College. An accomplished pianist, art collector, former pro-am polo player, and motorcycle enthusiast, he has also spent hundreds of volunteer hours helping children and adults with disabilities through therapeutic horseback riding programs.

Christine Malcolm

Director of Marketing & Tech Operations

Christine brings more than 12 years of marketing, communications, and client-service experience to her dual role. She oversees the firm’s technology infrastructure, website, email systems, content strategy, and branding—ensuring everything runs smoothly and looks great.

A Michigan native and proud Wolverines fan, Christine loves anything related to outdoors, working with technology and video games, reading copious amounts of books and learning new skills.

Jackie Patterson

Senior Case Manager

With over five years alongside Brian and the ClearWealth team, Jackie is the steady, caring hand that guides clients through every step of their retirement planning journey—from paperwork to follow-ups—with warmth and precision.

A mother of two and proud owner of seven beloved pets, Jackie naturally brings the same nurturing spirit to every client relationship, helping them feel informed, supported, and confident.

Autumn Kainec

Integrated Communications Lead

You’ll often find Autumn somewhere behind the scenes at ClearWealth: supporting client communication, marketing, and the overall client experience. Her background in customer service, combined with more than five years in marketing, has shaped the way she approaches her work: people first, details matter, and she believes the little things make a big difference.

Outside of work, Autumn enjoys spending time with her family, getting creative, trying new things, and keeping life interesting. And, yes, in case you were wondering, her favorite season is, fittingly, autumn.