Gregg began his investment planning and wealth management practice in 1997. His long tenure has led to several specializations that help clients live heathier financial lives. Gregg earned university degrees in Economics and Political Science and several professional designations, including CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor®, Certified Divorce Financial Analyst®, and Accredited Portfolio Management Advisor.

Gregg specializes in investment, retirement, executive compensation, tax, and divorce planning. As Managing Partner of Clearwater Private Wealth Advisors, Gregg leads a team of experienced professionals who are entrusted with managing more than $1 billion in client assets as of July 2025.

From 1993 to 2006, Gregg served in the U.S. Army, ending his career as a Captain following a successful combat tour in Iraq. Gregg’s military experience has shaped his disciplined and strategic approach to financial advising. Gregg’s commitment to loyalty and duty will always guide how he supports his clients.

In Gregg’s free time he enjoys spending time with his two children, Dalton and Gigi, and his wife Jennifer. You might see them occasionally near the water on a beach or getting out on the water to boat and fish.

CA Insurance License Number 0M94850. Resident State IN

Wells Fargo Advisors Financial Network does not provide legal or tax advice.

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Phil began his investment planning and wealth management career in 2006 after he graduated with a finance degree from Butler University.  He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® certification, Certified Divorce Financial Analyst®, and Accredited Portfolio Management Advisor®.

Phil specializes in investment, retirement, executive compensation, tax, and divorce planning. Phil is well-versed in asset management, tax implications, retirement planning, options strategies. With 19 years of experience as a CFP® professional, Phil is deeply committed to helping individuals and families achieve lasting financial clarity and confidence.  His approach blends strategic planning with a personal touch, helping ensure every client receives guidance tailored to their unique goals and situation. 

Outside the office, Phil enjoys spending family time with his wife, Becca and kids Emmett, Kellan and Campbell. The family regularly goes on hikes, plays sports and travels as a family.  He coaches Emmett and Kellan in travel baseball, football, and basketball. You may be able to find him at various Butler sporting events as well.

Wells Fargo Advisors Financial Network does not provide legal or tax advice.

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.