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Meet Your Team

At Edgewater, we know that effective planning requires comprehensive support. Our team members are dedicated to the growth of our clients, and our lead advisors each bring unique strengths and expertise to our planning process. Whether your finances require a unique perspective, day-to-day accountability, or detailed analyses of risks and opportunities, we’re here to help.

CONTACT US

C.W. Middleton CLU®

Partner and Private Wealth Advisor

Tyler Hjelseth CFP®

Partner and Private Wealth Advisor

Kevin B Johnson CLU®, ChFC®

Partner and Private Wealth Advisor

Caleb Brown CFP®, CLU®, ChFC®

Private Wealth Advisor

David Paulson CFP®, MBA, ChFC®

Associate Wealth Management Advisor

Stephen Edward Miller

Wealth Management Advisor

Paul Glenn

Director of Financial Planning

Doug Burton

Chief Marketing Officer

Alyson Spaulding

Chief Operating Officer

Bailey Martin

Financial Planning Associate

Steven Ward CFP®

Associate Wealth Management Advisor

Nik Pagliai

Private Wealth Analyst

Mitchell Koehler

Associate Financial Representative

Mercer Kung Smith

Investment Operations Manager

Mark Moynihan

Investment Operations Associate

Ally Kerns CLU®

Client Onboarding Specialist