Attracting the very best talent and equipping these professionals with world-class resources has consistently been among our firm’s top priorities. We have the privilege of serving a growing and loyal client base that deserves our best each and every day. In turn, our firm has established the highest standards for our team members and they have become the core strength of our business model.
We have patiently recruited to our firm individuals who share our values, are highly proficient, and are committed to life long learning. All of our advisors hold specialized qualifications and advanced designations. Moreover, our team members all have a passion for the work we do and the people we serve.
We are fortunate to have attracted some of the most experienced, credentialed, and committed professionals in the industry. Please click on the links below to become better acquainted with our team.
Click the buttons below to view the various teams
John E. Chapman
Chief Investment Officer
John Chapman is the Chief Executive Officer of Clearwater Capital Partners and serves as the firm’s Managing Partner. With thirty five years of Wall Street experience, John directs all wealth management and advisory services for the firm, is the firm’s Chief Investment Strategist, and chairman of the firm’s Investment Policy Committee.
John W. Sleeting
John W. Sleeting Partner at Clearwater Capital Partners. As a Certified Estate and Trust Specialist™ (CES™ ) with over twenty-five years of finance and capital markets experience, John is uniquely positioned to serve a select group of successful high-net-worth individuals and families with respect to dynastic estate planning strategies, retirement income planning, investment management, life insurance structuring and charitable giving.
Al R. Krause
Al Krause is a Partner and the Chief Financial Officer of Clearwater Capital Partners. With nearly 30 years of experience in public accounting, Al is responsible for the firm’s financial reporting, capital management, and risk mitigation. Al is a member of the Investment Policy Committee and provides senior leadership relative to the strategic direction of the firm.
Len G Borhart
Len began his career in public accounting in 1975 upon graduation from the University of Illinois with Bachelor of Science degree in accounting. After 14 years with a national public accounting firm, including 7 years as an audit and consulting partner, Len founded Borhart Spellmeyer & Company (BSC) in 1989. For 27 years Len led the firm as managing partner, as well as a client service partner specializing in construction and manufacturing, until selling the firm in 2016.
JEFFREY P. DEHAAN
Jeffrey DeHaan, CFP® is a Partner with Clearwater Capital Partners. Jeff primarily works with a select group of successful business owners and professionals, along with their families, to achieve their unique visions of their financial futures. Focusing on the interdependence between portfolio management, retirement planning, gift planning, estate planning and risk management, Jeff endeavors to give his clients a clear path to their goals and a solid framework for decision making.
GREG W. DAVIS
Director - Senior Wealth Advisor
Greg Davis is a Director - Senior Wealth Advisor at Clearwater Capital Partners. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Trust Financial Advisor (CTFA) with a unique work history of over 30 years within the financial industry, Greg’s varied experiences have provided him with the opportunity to serve as an advisor to high net-worth individuals, families, closely-held and family-owned businesses, trusts and foundations.
JAMES F. CHAPMAN
Wealth Advisor, Chief Innovation Officer
James F. Chapman AWMA®, is a Wealth Advisor at Clearwater Capital Partners, completing six consecutive years in the firm’s analyst residency program. Career ambitions came at an early age for James when he joined the firm in 2010. Over the past six years, James has experienced considerable development in his knowledge of Wall Street and in the disciplines of wealth management.
KEVIN G. CARANI
Director - Institutional Advisory Services
Kevin G. Carani, is the Director of Institutional Advisory Services for Clearwater Capital Partners. As a Chartered Retirement Plans SpecialistSM, CRPS®, with over 30 years of experience in the financial services industry, Kevin brings a unique perspective to the wealth management industry. His primary focus with Clearwater Capital Partners is to bring a high level of expertise to the management of corporate retirement funds; educating plan sponsors on fiduciary responsibility and helping develop plans that add value to business owners and plan participants.
TYLER J. BEACHLER
Director of Portfolio Management
Tyler J. Beachler, CIMA® is the Director of Portfolio Management leading the firm’s portfolio management efforts to provide clients with a comprehensive investment strategy. Tyler is also a member of the firm’s Investment Policy Committee where his analytical insights help form Clearwater Capital Partner’s investment strategies.
RICKI A. TURNER
Ricki Turner is an Operations Specialist for Clearwater Capital Partners. She grew up in Chicago Illinois and attended Columbia College, studying Communications in Journalism and Broadcasting.
Austin C. Baron
Associate Advisor in Residency
Austin C. Baron is the newest member of the Clearwater Capital team. Austin is currently in the Associate Advisor-Residency Program at Clearwater Capital Partners. A recent graduate Cum Laude from Illinois State University with a double major in Managerial Economics and Finance, Austin has always had a fascination with how the economy effects the world around him.
Savannah E. Deville-ortega
Client Experience Specialist
Savannah DeVille-Ortega is the Client Experience Specialist for Clearwater Capital Partners. She grew up in St. Charles, Illinois and attended St. Charles North High School where she was a member of the women's Rugby team.
Sarah Reed is an Operations Specialist for Clearwater Capital Partners. She grew up in Elburn Illinois and attended Waubonsee Community College, studying business administration.
Sarah has over 10 + years in client relationship experience and prides herself in learning new ways to make each interaction the best it can be.
Portfolio Management Analyst
Rocky Byrd is an analyst supporting the Portfolio Management team’s initiative to bring high quality service to the firm’s clients and their goals. Rocky provides a detailed focus and data-driven mindset to the firm’s Investment Policy Committee.
Joshua M. Beachler is a Wealth Advisor at Clearwater Capital Partners. Josh began his Wall Street career with Merrill Lynch where he was a financial advisor and developed strong technical skills related to wealth planning for high net worth individuals and families.