Our advisors

Allen Blackall

Associate Financial Advisor

Learn more about Allen Blackall Visit Allen Blackall's website
Edward Puglise

Edward Puglise

CRPC®, CKA®

Financial Advisor

Managing Partner of Clearwater Private Wealth Advisors
Learn more about Edward Puglise Visit Edward Puglise's website
Karl Barske

Karl Barske

ChFC®

Financial Advisor

President of Clearwater Private Wealth Advisors
Learn more about Karl Barske Visit Karl Barske's website
Laura McMahon

Laura McMahon

CFP®

Financial Advisor

Learn more about Laura McMahon Visit Laura McMahon's website
Ryan Perkins

Ryan Perkins

CFP®

Private Wealth Advisor

Managing Partner of Clearwater Private Wealth Advisors
Learn more about Ryan Perkins Visit Ryan Perkins's website
Thomas Russell

Thomas Russell

Financial Advisor

Managing Partner of Clearwater Private Wealth Advisors
Learn more about Thomas Russell Visit Thomas Russell's website
Tracie Luley

Tracie Luley

AAMS®

Financial Advisor

Financial Planning Specialist
Learn more about Tracie Luley Visit Tracie Luley's website

Aaron Austin

Financial Advisor

Learn more about Aaron Austin Visit Aaron Austin's website
Andrew Baker

Andrew Baker

CFA®

Financial Advisor

Managing Partner of Clearwater Private Wealth Advisors
Learn more about Andrew Baker Visit Andrew Baker's website
Dennis Zimmerman

Dennis Zimmerman

CLU®, ChFC®, MSFS

Financial Advisor

Chartered Financial Consultant®
Learn more about Dennis Zimmerman Visit Dennis Zimmerman's website
Gregg Keele

Gregg Keele

CFP®, CDFA®, CLTC®

Private Wealth Advisor

Managing Partner of Clearwater Private Wealth Advisors
Learn more about Gregg Keele Visit Gregg Keele's website
Kevin McKay

Kevin McKay

Financial Advisor

Investment Specialist
Learn more about Kevin McKay Visit Kevin McKay's website
Philip Christner

Philip Christner

CFP®, CDFA®, CLTC®

Financial Advisor

Learn more about Philip Christner Visit Philip Christner's website

Our team

Tammy L. Couch

Tammy L. Couch

Client Service Manager

Qualifications

  • with Ameriprise since 2006

Roles & Responsibilities

  • Client Support
  • Client Scheduling
  • Notary Public
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Aaron Austin

Paraplanner,

Insurance Specialist
Darcy Barker

Darcy Barker

Client Relationship Manager,

Executive Assistant

Qualifications

  • with Ameriprise since 2012

Roles & Responsibilities

  • Client Support
  • Client Scheduling
  • Office Administration
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Stephanie C. Barske

Stephanie C. Barske

Executive Assistant

Qualifications

  • with Ameriprise since 2016

Roles & Responsibilities

  • Client Support
  • Office Administration
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Heather M. Saddington

Heather M. Saddington

Administrative Assistant

Qualifications

  • with Ameriprise since 2016

Roles & Responsibilities

  • Client Support
  • Client Scheduling
  • Office Administration
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Logan R. McDirmit

Logan R. McDirmit

Operations Specialist

Sheri M.B. Richardson

Operations Specialist

Steven Gutzwiller

Investment Specialist

Alissa R. Jagger

Alissa R. Jagger

Client Service Coordinator

Justin Berry

Administrative Assistant,

Intern