Ed, as a Partner at Clearwater Private Wealth Advisors, launched his investment planning and wealth management practice in 2000, earning a reputation for delivering thoughtful, client-focused advice.

With a focus on comprehensive financial strategies, Ed specializes in investment planning, risk management, and retirement solutions for individuals and families across generations. His strategic insight, combined with a highly personal approach, has helped clients navigate life’s financial complexities with clarity and confidence.

When he’s not advising clients, Ed enjoys time with his four grown children and his grandson. He has a love for the outdoors — whether camping, relaxing at the beach or pool, or exploring new destinations. Ed is also deeply engaged in his community through service with the Lions Club, active participation in his church, and his commitment to being the kind of neighbor people can always count on.

Tom is a Partner at Clearwater Private Wealth Advisors, where he specializes in investment planning and investment management.

With a focus on comprehensive financial advice, Tom specializes in investment strategy, risk management, and retirement planning for individuals and families across generations. His personalized approach and deep industry knowledge have helped clients navigate complex financial decisions with clarity and confidence.

In his free time, Tom enjoys spending time outdoors with his wife.  He is also a passionate advocate for environmental conservation, volunteering his time with various groups dedicated to protecting and preserving local flora and fauna.

Drew began his career in wealth management in 2004 and has since built a practice dedicated to providing personalized, one-to-one financial guidance. After earning degrees in Business Systems and Economics from Taylor University, he began his career with an institutional money management firm, conducting stock market research and analytics. While he valued the technical work, Drew soon discovered his true passion lay in helping individuals and families make confident, well-informed financial decisions.

In 2009, he earned the Chartered Financial Analyst (CFA) designation after four years of rigorous study. Widely regarded as the gold standard in the investment profession, the CFA charter reflects a deep mastery of investment principles and a commitment to the highest ethical standards.  Today, as a Partner at Clearwater Private Wealth Advisors, Drew works alongside a team of seasoned professionals who are entrusted with guiding clients through all stages of their financial journey. 

Outside the office, Drew and his wife, Ashley, are busy raising their four children — Evan, Zoe, Alivia, and Micah. The family is actively involved at Pathway Community Church, which they consider a home away from home. Drew enjoys coaching his kids on the soccer field, traveling to new destinations together, and playing beach games on the Baker family’s favorite getaway spot — Hilton Head Island.

Tammy has served at our practice for 19 years, bringing dedication, warmth, and a deep commitment to our clients. Known for her attention to detail and caring approach, she plays a key role in helping ensure each client’s experience is seamless and personalized.

Outside the office, Tammy enjoys gardening, traveling, cooking, and—most of all—spending time with her two children and two grandchildren. She is an active member of St. Charles Catholic Church and volunteers at Erin’s House for Grieving Children, where she offers comfort and support to families navigating loss.

Ali has been an Administrative Assistant with our practice for six years, where she plays a vital role in meeting preparation and supporting the investment planning process. Her efficiency, attention to detail, and friendly demeanor make her an essential part of delivering exceptional service to our clients.

Outside of work, Ali enjoys traveling and discovering the perfect family parks to explore. A devoted wife and mother, she is currently expecting her second child and cherishes time spent with her growing family.

Grace has been an Administrative Assistant with our practice for four years, bringing a friendly, organized, and dependable presence to our team. With a background in education from Ball State University and Indiana Wesleyan University, she brings strong communication skills and a thoughtful approach to supporting both clients and colleagues.

In her free time, Grace enjoys traveling, relaxing at the beach with a good book, and expressing her creativity through drawing. She values experiences that inspire connection, learning, and a touch of sunshine.