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.



Our advisors

Edward Puglise

CRPC, CKA®

Financial Advisor

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

Laura McMahon

CFP®

Financial Advisor

Learn more about Laura McMahon Visit Laura McMahon's website

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

CRPC

Financial Advisor

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

Andrew Baker

CFA®

Financial Advisor

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

Gregg Keele

CFP®, CRPC, CDFA®

Private Wealth Advisor

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

Kevin McKay

Financial Advisor

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

Mason Whitted

Associate Financial Advisor

Learn more about Mason Whitted Visit Mason Whitted's website

Philip Christner

CFP®, CDFA®

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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Stephanie C. Barske

Stephanie C. Barske

Client Relationship Manager,

Executive Assistant

Qualifications

  • with Ameriprise since 2016

Roles & Responsibilities

  • Client Support
  • Office Administration
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Heather M. Saddington

Heather M. Saddington

Client Service Coordinator

Qualifications

  • with Ameriprise since 2016

Roles & Responsibilities

  • Client Support
  • Client Scheduling
  • Office Administration
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Sheri M.B. Richardson

Sheri M.B. Richardson

Operations Manager

Susan Talbot

Susan Talbot

Administrative Assistant

Nate Hacker

Nate Hacker

Marketing Manager

Jeffrey Zenger

Jeffrey Zenger

Operations Specialist

Branden Clayton

Branden Clayton

Operations Specialist