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2151 E Pecos Rd, Suite #3
Chandler, AZ 85225

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(480) 464-9300

 

Team

 

Kyle Richardson

Founding Partner, Financial Advisor CFP®.

480-464-9300

Founding member of Watermark Wealth Strategies, LLC, Kyle has over twenty-six years of experience in the financial industry. He specializes in developing tax efficient retirement and estate plans for high-net-worth individuals.Kyle...

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Monica Cress

Marketing and Office Manager

480-464-9300

1-888-990-2151

Monica moved to Arizona in 1994 from Michigan, with a bachelor's degree in public relations/marketing, and an associate's degree in audio-visual production from Ferris State University. She joined the Watermark team in 2014, and has...

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Brandon Grossnickle

Registered Field Assistant

480-464-9300

888-990-2151

Brandon graduated from Arizona State University with a degree in Computer Science. His professional career started as a data scientist at Deloitte developing various financial systems, which opened the door to the financial world and...

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Carlie Richardson

Client Service Administrator

480-464-9300

888-990-2151

With an associates degree in psychology from CGCC, Carlie is now working towards her bachelors in forensic psychology from ASU. She began working here at Watermark in early 2021 and has been busy learning the intricacies of...

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