AN INTEGRATED TEAM

of highly experienced senior business executives and subject matter experts.

ABOUT CLEARWATER BUSINESS ADVISERS

Clearwater Business Advisers is the next evolution of The Sigma Group. Sigma was formed over two decades ago by founding partner Dr. Douglass Lind. With a new name and a re-energized vision in 2017, CBA continues to model the values, expertise and reputation for excellence that The Sigma Group exemplified over the years. The firm has administrative headquarters in Tampa, FL with client engagements in major cities nationally.

Our Value Proposition


We help early stage and mid-market senior leaders build (or recover) operational performance by providing deep expertise in finance, corporate governance, organizational effectiveness, sales and talent management.

Unique among general management consulting firms, our blend of content (functional expertise & advisory) and human dynamics (coaching) is delivered by an integrated team of highly experienced senior executives and subject matter experts. Over the years we have assisted individual executives and companies in industries such as, professional service, start-ups, banking, healthcare, government, logistics, industrials and consumer products.

  • Stacey Fitzgerald

    Stacey is a highly experienced Senior Executive Consultant and Advisor.  Her broad experience encompasses change leadership, organizational culture, talent acquisition and development.  Having worked…
    Stacey Fitzgerald

  • Alex Gebhardt

    Alexandra Gebhardt is the Chief Strategist for Inside Media Networks, her digital marketing firm. In her current role, Alex delivers over 10 years tactical…
    Alexandra Gebhardt

  • David M. Jeffries, Outside Counsel

    Dave is outside counsel and adviser to CBA. His firm, Fee & Jeffries PA, is a business law firm specializing in complex business litigation…
    David M. Jeffries
    Outside Counsel

  • Robert D. Morlot, Managing Partner

    Robert is an experienced operating executive with significant management consulting and market development experience across multiple business environments – large company, boutique, start-up, and…
    Robert D. Morlot
    Clearwater Business Advisers, Managing Partner

  • Don Russell, Partner

    Don Russell is a partner with Clearwater Business Advisers LLC and a trusted advisor to C Level executives. Don began his career as a commercial lender…
    Don Russell
    Clearwater Business Advisers, Partner

  • Douglass T. Lind, Founding Partner

    Dr. Lind is a seasoned management consultant and a pioneer in the field of executive coaching.  He began his consulting career fifty years ago…
    Douglass T. Lind
    Clearwater Business Advisers, Founding Partner

  • Vincent Izzi, Partner

    CLEARWATER BUSINESS ADVISERS PARTNER  Vin is a committed trusted adviser to find innovative solutions that solve difficult client problems at every level within an…
    Vincent M. Izzi (Vin)
    Clearwater Business Advisers, Partner

  • Katie Johns, Director of Operations

    Katie Johns is the Director of Operations for Clearwater Business Advisers. To reach Katie please visit our contact page.
    Katie Johns
    Clearwater Business Advisers, Director of Operations

  • Tom Moore

    Tom Moore is a senior level consultant with Clearwater Business Advisers focused on providing interim CFO services for clients. Tom has the rare combination…
    Tom Moore

  • William P. Taylor, Jr.

    My Personal Purpose: “I aspire to be a Servant Leader to everyone I meet helping them experience self-discovery, unleash potential for transformation, deliver results…
    William P. Taylor, Jr. (Bill)

  • Cathy Welsh-Martin

    Cathy is a seasoned business executive with deep knowledge in operations, human capital and finance. She specializes in helping major companies thru change by…
    Cathy Welsh-Martin
About Us | Clearwater Business Advisers, LLC.