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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 partner, Certified Financial Planner™ Professional, and Fiduciary of Watermark Wealth Strategies, LLC, Kyle has over 25 years of experience in the financial industry. He specializes in developing customized retirement...

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Monica Cress

Marketing and Office Manager

480-464-9300

1-888-990-2151

Monica moved to Arizona in '94 from Michigan, with a BA degree in Public Relations/Marketing, and an AA degree in Audio-Visual Production from Ferris State University. She joined the Watermark team in 2014, and has been committed to...

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Carlie Richardson

Client Service Administrator

480-464-9300

888-990-2151

Carlie began her journey at Watermark in early 2021 while attending classes at ASU. Since then, she has grown into a valuable and vital member of our team, with a Batchelor of science degree in Forensic Psychology. Carlie has...

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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 and went on to work as a district manager and vice president of...

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Ivy Ranere

Client Relations Specialist

4804649300

888-990-2151

Kimberly Wentlejewski

Director of Growth Management

480-464-9300

888-990-2151

Kimberly is a welcome new addition to Watermark and is tasked with streamlining and improving processes for maximum efficacy and overseeing projects designed to expand business potential. Kim worked in the financial sector for over 10...

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Nicole Dillon

Client Relations Specialist

480-464-9300

888-990-2151

Nicole owned, managed and operated her own small business for over 10 years with great success. She handled every aspect of the hiring, accounting, payroll, scheduling, customer requests, and all of the administrative duties and...

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