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...