Clearwater Private Wealth Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Aaron Austin

Financial Advisor

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Gregg Keele

CFP®, CRPC, CDFA®

Private Wealth Advisor

Managing Partner of Clearwater Private Wealth Advisors
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Philip Christner

CFP®, CDFA®, CLTC®

Financial Advisor

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Joshua Lee

JD

Financial Advisor

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Team

Darcy Barker

Darcy Barker

Client Relationship Manager,

Executive Assistant
Susan Talbot

Susan Talbot

Administrative Assistant