Karie OConnor named to Wealth Advisory & Retirement Plan Solution Team at Clearwater Capital

Karie OConnor joins Clearwater Capital Partners, a locally owned Wealth Management firm specializing in working with successful families and businesses, as a senior retirement plan strategist and wealth adviser.

OConnor is an experienced adviser focused on delivering comprehensive qualified retirement plan solutions to her clients. Her extensive knowledge and commitment to helping clients achieve their retirement goals align with Clearwater Capital Partners' mission to provide exceptional financial services, company officials said.

As a senior retirement plan strategist, OConnor will further advance the firm's suite of business services, with a particular focus on 401(k), 403(b), and cash balance plans.

"With over three decades of experience in institutional retirement plan consulting and also working with individual investors, Karie brings an abundance of expertise to our firm," said John Chapman, CEO. "Her history of delivering tailored advisory services gives us great confidence that she will play a pivotal role in our continued growth and success."