Clearwater Private Wealth Advisors

When a marriage ends in divorce, financial concerns are often top of mind. We help our clients feel more secure about their future by helping them make sound decisions that address their immediate and long-term financial needs and goals. Using our exclusive Confident Retirement® approach and with experience in pre- and post-divorce planning, we help our clients feel the peace of mind so they can move forward confidently and optimistically.


Advisors

Gregg Keele, Private Wealth Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Gregg Keele

CFP®, CRPC®, CDFA®

Private Wealth Advisor

Managing Partner of Clearwater Private Wealth Advisors
Visit Gregg Keele's website
Philip Christner, Financial Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Philip Christner

CFP®, CDFA®

Financial Advisor

Visit Philip Christner's website
Aaron Austin, Financial Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Aaron Austin

Financial Advisor

Visit Aaron Austin's website
Ryan Perkins, Private Wealth Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Ryan Perkins

CFP®

Private Wealth Advisor

Managing Partner of Clearwater Private Wealth Advisors
Visit Ryan Perkins's website
Karl Barske, Financial Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Karl Barske

CFS®

Financial Advisor

President of Clearwater Private Wealth Advisors
Visit Karl Barske's website
Laura McMahon, Financial Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Laura McMahon

CFP®

Financial Advisor

Visit Laura McMahon's website
Kevin McKay, Financial Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Kevin McKay

Financial Advisor

Investment Specialist
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Andrew Baker, Financial Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Andrew Baker

CFA®

Financial Advisor

Managing Partner of Clearwater Private Wealth Advisors
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Tracie Luley, Associate Financial Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Tracie Luley

AAMS®

Associate Financial Advisor

Financial Planning Specialist
Visit Tracie Luley's website
Edward Puglise, Financial Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Edward Puglise

CRPC®

Financial Advisor

Managing Partner of Clearwater Private Wealth Advisors
Visit Edward Puglise's website
Thomas Russell, Financial Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Thomas Russell

CRPC®

Financial Advisor

Managing Partner of Clearwater Private Wealth Advisors
Visit Thomas Russell's website

Allen Blackall

Associate Financial Advisor

Visit Allen Blackall's website

Team

Sheri M.B. Richardson

Sheri M.B. Richardson

Operations Specialist

Darcy Barker

Darcy Barker

Client Relationship Manager,

Executive Assistant

Qualifications

  • With Ameriprise since 2012

Roles & Responsibilities

  • Client Support
  • Office Administration
  • Client Meeting Preparation
  • Event Coordination & Planning
  • Notary Public
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Susan Talbot

Susan Talbot

Administrative Assistant

Stephanie Barske

Stephanie Barske

Executive Assistant

Qualifications

  • With Ameriprise since 2016
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Logan McDirmit

Paraplanner

Heather Saddington

Heather Saddington

Administrative Assistant

Tammy L. Couch

Tammy L. Couch

Client Service Manager