Clearwater Private Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Philip Christner

CFP®, CDFA®, CLTC®

Financial Advisor

Visit Philip Christner's website

Gregg Keele

CFP®, CRPC, CDFA®

Private Wealth Advisor

Managing Partner of Clearwater Private Wealth Advisors
Visit Gregg Keele's website

Aaron Austin

Financial Advisor

Visit Aaron Austin's website

Joshua Lee

JD

Financial Advisor

Visit Joshua Lee's website

Ryan Perkins

CFP®

Private Wealth Advisor

Managing Partner of Clearwater Private Wealth Advisors
Visit Ryan Perkins's website

Karl Barske

ChFC®, CFS®

Financial Advisor

President of Clearwater Private Wealth Advisors
Visit Karl Barske's website

Laura McMahon

CFP®

Financial Advisor

Visit Laura McMahon's website

Kevin McKay

Financial Advisor

Investment Specialist
Visit Kevin McKay's website

Andrew Baker

CFA®

Financial Advisor

Managing Partner of Clearwater Private Wealth Advisors
Visit Andrew Baker's website

Edward Puglise

CRPC, CKA®

Financial Advisor

Managing Partner of Clearwater Private Wealth Advisors
Visit Edward Puglise's website

Thomas Russell

CRPC

Financial Advisor

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


Team

Darcy Barker

Darcy Barker

Client Relationship Manager,

Executive Assistant
Susan Talbot

Susan Talbot

Administrative Assistant

Stephanie Barske

Stephanie Barske

Executive Assistant

Sheri M.B. Richardson

Sheri M.B. Richardson

Operations Specialist

Heather Saddington

Administrative Assistant

Tammy L. Couch

Client Service Manager

Mason Whitted

Operations Specialist

Shea Leonard

Client Service Specialist

Nate Hacker

Nate Hacker

Marketing Manager