Team
Founding member of Watermark Wealth Strategies, LLC, Kyle has over fifteen years of experience in the financial industry. He specializes in developing tax efficient retirement and estate plans for high net worth individuals. Kyle...
OJ joined the Watermark Wealth Strategies team in 2012, Born and raised in Long Island, NY, OJ attended NYIT University. He moved to Arizona in 1994 where he met his wife Lisa. Prior to starting with the firm, he held a position and...
Monica is committed to establishing a warm, friendly and hospitable atmosphere for clients, and believes that building lasting relationships is one of the most important things you can do in business. Hers is the first face you will...
Mackenzie graduated from Arizona State University in 2016 with a degree in Business and Communication. Mackenzie began working in the financial industry in 2015 as an Administrative Intern here at Watermark. She quickly found a passion...
Ona brings over 10 years experience in the financial services industry working closely with clients and advisers to provide excellent attention to detail and effectively represent the face of the financial firm. Raised a country girl...
Originally from the Midwest and a graduate of Augustana College in Rock Island, IL, Amy played an integral part in building Watermark Wealth Strategies into the thriving business it is today. Amy's role for many years was devising...