Our purpose is simple: to empower our clients with the clarity and confidence they need to achieve their financial goals and live fulfilling lives. We do this by forging strong, collaborative partnerships, listening intently to understand your unique aspirations, and providing objective, expert guidance tailored to your journey. We are committed to helping you navigate financial complexities, make informed decisions, and build a secure future for yourself and generations to come.

Think of us as the experienced guide on your financial journey. We provide the clarity needed to navigate complex decisions, tailored strategies to foster long-term growth, and steadfast support to give you confidence in your future. We focus on building lasting partnerships with those equally committed to achieving their financial goals.








Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS).  ClariVise Private Wealth, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures 

Banking

FinTech

Investment Management

Personal Finance

ClariVise Private Wealth

Pradeep Jayaraman

Rebecca Pentony

Allison Baines

Allyson Garringer

Chelsey Jones

Billy Daniels

This department focuses on providing personalized financial advisory and investment management services to clients.

Wealth Management

This department focuses on strategic oversight and direction for the organization.

Leadership Office

This department manages client relationships and ensures high-quality service delivery.

ClariVise Private Wealth

Org chart

Teams

Wealth Management

Leadership Office

Client Services

Offices