Kevin McKay is a Senior Vice President at Clearwater Private Wealth Advisors, where he brings over 15 years of experience helping individuals, families, and business owners feel more confident and in control of their financial lives. Whether it’s planning for retirement, managing investments, or navigating life’s big transitions, Kevin takes a thoughtful, down-to-earth approach that helps put clients at ease.

He believes the best financial advice starts with listening. By getting to know each client’s goals, values, and concerns, Kevin builds customized strategies that are both practical and personal. Clients value his ability to explain complex topics in simple terms and his steady guidance—especially during times of uncertainty.

When he’s not working, Kevin enjoys spending time outdoors with his wife Melissa; sons William and Connor—especially skiing in the winter and golfing when the weather’s warm.

Kevin also serves on the board of Allen County Courthouse Preservation Trust. The Trust helps ensure the historical integrity of the Courthouse, including its original artwork, furnishings and finishes.

Mason joined Clearwater Private Wealth Advisors in 2022, driven by a genuine desire to serve and instill confidence in those navigating their financial futures. As an Associate Financial Advisor, he plays an active role in designing and implementing personalized wealth strategies that align with each client’s goals, values, and stage of life. Mason is committed to building lasting relationships and offering thoughtful, objective guidance to help clients navigate life’s financial decisions with clarity and confidence.

Committed to delivering exceptional service, Mason earned his CERTIFIED FINANCIAL PLANNER® certification, preparing him to help support clients in achieving their financial objectives through careful planning. He also holds degrees in Finance and Business Management from Indiana Wesleyan University’s DeVoe School of Business.

When he is not at the office, Mason cherishes time with his wife, Audri - whether exploring new places through travel or going for runs together. He is an active member of Pathway Community Church, where he serves in the high school ministry, mentoring and leading students. Mason is also an avid Chicago Cubs fan who enjoys catching a baseball game any chance he gets.

Jeff Zenger is a skilled Portfolio Administrator with expertise in trade execution, reviewing investment strategies, and optimizing practice systems and operations. He brings over five years of experience in private wealth management and commercial investment real estate, complemented by an MBA in Finance & Data Analytics.

Outside of work, Jeff is a proud father to twin daughters (born in 2024). He is also a competitive distance runner, having completed numerous 100-mile mountain trail races, and a member of the Three Rivers Racing Elite running club. Additionally, Jeff is passionate about programming and computer science and remains actively involved in his community as a member of Northeast Christian Church.

With five years of experience in finance – spanning retirement plan services, payroll, and paraplanning, Branden brings a detail-oriented and client-first approach to his role.  He holds both the series 7 and series 66 registrations, enabling him to support the team in portfolio analysis, trade execution, and money movements. From processing transactions to coordinating account activity, Branden helps bridge operational efficiency and client satisfaction.

In his free time Branden shares a passion for family life and nature with his wife, Anna, and their young son. Whether logging miles with their elite and community running teams or enjoying a weekend of hiking, fishing, or cookouts, you’re likely to find them embracing the outdoors. A few of Branden’s favorite past adventures include whitewater rafting the Salmon River, dune buggying Michigan sand dunes, fishing in the Outer Banks, NC, and running the Indiana Trail 50 mile race with his wife.

Sheri joined the Clearwater Private Wealth Advisors team in 2021, bringing over 20 years of experience in the insurance and financial industry. The majority of her career has been dedicated to client service and operations for financial advisory practices, where she has built a reputation for reliability, efficiency, and exceptional client care.

As Operations Manager, Sheri helps ensure the practice runs smoothly by overseeing daily administration, coordinating account activity, maintaining compliance, and supporting the advisor team with client communications and service requests. She is also instrumental in improving workflows and training team members.

Sheri is married, and she and her husband share their home with two lovable Boston Terrier “fur kids.” She enjoys traveling—especially to the mountains—along with hiking, biking, going to the movies, reading, listening to music, and spending time with friends and family.

With over nine years of client service experience in the financial services industry, Stephanie serves as a Senior Client Associate at Clearwater Private Wealth Advisors. She is dedicated to helping ensure every client receives the highest level of personalized care and support. In her role, she manages client onboarding, prepares account documentation, coordinates service requests, and serves as a reliable point of contact for day-to-day client needs.

Originally from South Africa, Stephanie brings a diverse professional background that includes teaching English and managing operations in a financial services compliance practice. Married with two sons and surrounded by her beloved animals, she enjoys family time, sailing with her husband, and spending time in nature. She is passionate about supporting animal rescue organizations and volunteers with ministries that feed the poor in Indianapolis.

After successfully supporting multiple large-scale transitions at Wells Fargo, Brenden
joined our team in January 2026 to support client services and operations. With experience
navigating complex financial operating systems and leading transitions, he brings a
disciplined and solutions-focused mindset to his role.

Originally born in Anaheim, California, Brenden spent most of his life in Tampa, Florida
before making the move to join our team. He studied Economics and Finance at Florida
State University, where he was an active member of the Economics Club. His time there
sparked a deeper interest in understanding the “why” behind financial markets —
connecting macroeconomic trends to asset valuation and long-term strategy.

Outside of the office, Brenden enjoys staying active and spending time outdoors, whether
hiking, kayaking, or working out. On fall weekends, you’ll likely find him cheering on his
favorite NFL team, the Tampa Bay Buccaneers.

With more than 20 years of experience in customer relations and management assistance, I specialize in providing exceptional client service and operational support. In my role as Client Service Coordinator, I am a trusted point of contact for our team, helping ensure seamless communication, timely service, and a personalized client experience. I am known for my dedication to client satisfaction, consistently delivering service excellence through attention to detail, empathy, and a solutions-focused mindset.

Outside of work, my greatest joy is my family. We are a close-knit, active bunch who love spending time outdoors—whether traveling, attending concerts, or gathering regularly with loved ones. Our boys grew up playing travel hockey, making us passionate hockey fans, though we also enjoy catching the occasional football or baseball game. They are the heart of my world, and I feel truly blessed.