Clearwater capital foundation


James F. Chapman

Executive Director CCF, Wealth Advisor, Chief Innovation Officer

John Chapman

Chief Executive Officer

John Sleeting

Executive Partner


Al KrauseFounding Partner

Al Krause

Founding Partner

Katie Berganske-Frank

Chief Revenue Officer

Kevin G. Carani, CRPS®Director - Institutional Advisory Services

Kevin G. Carani, CRPS®

Director - Retirement Plan Services


Greg W. Davis, CFP®, CFTAPartner - Senior Wealth Advisor

Greg W. Davis, CFP®, CFTA

Partner - Senior Wealth Advisor

Ricki A. TurnerManager, Compliance & Operations

Ricki A. Turner

Manager of Compliance

Josh Beachler, AWMA®

Wealth Advisor


Melissa Dailey-Newman

Wealth Advisor