Team
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...
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...
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...
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...
Scott comes to us from Boca Raton, FL with nearly 27 years of experience in the financial industry. He began his career in Scottsdale, AZ as a mutual fund wholesaler. He went on to work as a district manager and Vice...
Born in Rhode Island and raised in Arizona, Wendy studied business communication at ASU before entering into the world of finance as an assistant to a personal banker. She then spent eight years gaining valuable experience in the...