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Watermark Wealth Strategies team

Let Watermark Wealth Strategies LLC Help You Plan for the Future

Watermark Wealth Strategies believes it is of the utmost importance that our clients guard their personal wealth. We help you do that by being an open and communicative sounding board for ideas and questions. If there’s anything we don’t know, we’ll gladly research it and make sure you have the information you need. As financial advisors with years of experience, we’re uniquely qualified to help ease your tax burden, maximize your 401k, and navigate complex financial issues. To get started, contact us today.

Contact Us Today

 

Find a New Path to Increased Financial Success

Address
2151 E Pecos Road, Suite #3
Chandler, AZ 85225

Phone: 480-464-9300
Fax: 888-990-2151

E-mail: monica@watermarkwealth.com

Watermark Wealth Strategies – Chandler, East Pecos Road, Suite #3, Chandler, AZ, USA

Meet Our Highly-Skilled Financial Advisors

Kyle Richardson

Kyle Richardson, CFP®

Founding Partner, Financial Advisor

Phone: 480-464-9300

Email: kyle@watermarkwealth.com

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 for high net worth individuals.

Kyle prides himself on the longterm relationships that he fosters with his clients. By creating a foundation based on an understanding of each person’s unique needs and objectives, Kyle can help his clients visualize their goals. Supported by this culture, Kyle works with integrity, objectivity, and experience to help clients and families achieve financial security.

Along with numerous service awards recognizing his dedication to the needs of his clients and practice, the experience and knowledge Kyle has worked for has also been recognized by multiple appearances on CNBC’s Squawk on the Street and broadcasts on Bloomberg radio.

Outside of the office, Kyle loves spending time with his wife, Amy, and his son and daughter, Brady and Kylee. He loves coaching Brady’s little league team and supporting Kylee’s soccer endeavors.

Kyle Richardson – Founding Partner, CFP® - Series 7 (General Securities), 24 (General Securities Principal), 63 (Uniform Securities Agent State Law), 66 (Uniform Combined State Law) registrations and Life and Health Insurance.

OJ Liberta

OJ Liberta

Financial Advisor

Phone: 480-464-9300

Email: oj@watermarkwealth.com

OJ joined the Watermark Wealth Strategies team in 2012, after a twenty-year career as a detective with the Phoenix Police Department. Born and raised in Long Island, NY, OJ attended NYIT University where he obtained his Bachelor of Science.
Since joining the team, OJ has helped to establish great client relationships and looks forward to nurturing them for years to come. He is also proud to share an office with longtime friend and Watermark Wealth Strategies founding partner, Kyle Richardson.

Outside of work, OJ loves to spend time with his wife Lisa, and their two children, Jake and Emma. He enjoys athletics very much and has been a baseball and soccer coach for several years.

Amy Richardson

Amy Richardson, CEP

Client Events

Phone: 480-464-9300

Email: amy@watermarkwealth.com

Originally from the Midwest and a graduate of Augustana College in Rock Island, IL, Amy assists the financial advisors with estate planning (she is the in house document preparer) at the Chandler office. She enjoys helping clients and their beneficiaries and trustees through the tedious questions that arise with estate development and administration.

Amy also coordinates special client events. From monthly wine events to client appreciation dinners, Amy stays busy planning such events to exceed client expectations. Amy thoroughly enjoys forming client relationships and ensuring the family practice feel; she strives to put a personal touch on client interactions.

Amy is Kyle’s wife of 11 years and mother to two busy children, Kylee and Brady. Amy loves bringing balance to both work and home life amidst soccer practices and maintaining the family calendar.

Monica Cress

Monica Cress

Reception

Phone: 480-464-9300

Email: monica@watermarkwealth.com

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. As Watermark’s “First Impressions Receptionist,” Monica endeavors to give each client the attention and respect they deserve when they walk through the door.

Originally from Michigan, Monica has a bachelor’s degree in Public Relations and Audio-visual Production from Ferris State University and brings her experience as an office manager and event coordinator to Watermark, where she runs the front desk, provides support to the administrative team and assists in monthly client events.

Monica enjoys cooking, reading, writing, and gallivanting around Phoenix with her husband to keep up with her three daughters’ busy club soccer schedule.

Mackenzie Kolb

Mackenzie Kolb

Executive Administrative Assistant

Phone: 480-464-9300

Email: mackenzie@watermarkwealth.com

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 for this field and feels very blessed to be a part of such a wonderful team.

In her free time, Mackenzie enjoys going out with friends, spending time with her family, and visiting her friends around the country.

Ona Cavassa

Ona Cavassa

Executive Administrative Assistant

Phone: 480-464-9300

Email: ona@watermarkwealth.com

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 on a horse farm in Kansas, she learned early on the meaning of good work ethic of balancing school and helping taking care of the family's show horses and farm. Ona attended Emporia State University and for the past 30 years has made Arizona her home. She obtained her Registered Representatives license and later went to work for ING Funds in Scottsdale, AZ before deciding to take some time off and raise her two children.

We are happy to welcome her back to the financial world and the Watermark team. With her experience she is dedicated to providing our clients with outstanding and consistent support.

Outside of work you will catch Ona most days of the week at the baseball field watching and cheering on her two boys Jonathan and Harrison with her husband Andy.

Come Meet Our Staff At One of Our Fun-Filled Events!

Our wealth asset management seminars are designed to educate people who are approaching retirement, or who are already retired, on the specific challenges they face, and to provide potential solutions. No products are discussed, only strategies that you may be able to implement that will help you pursue and preserve your wealth, reduce your tax burden, and keep it all in the family.

 

Phoenix Open 16th Hole, Loge Suite Event

January 30, 2019 – February 3, 2019 9:00a – 6:00p US Mountain Standard Time

Watermark will have its own suite on the 16th hole again this year, at the Phoenix Open Golf Tournament at Scottsdale TPC. Tickets are available to those clients bringing qualified referrals.

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February Food Truck Happy Hour Event

February 6, 2019 5:00p – 6:00p US Mountain Standard Time

Watermark Wealth Strategies – Chandler Office

Watermark clients are invited to our fun and fabulous happy hour event, featuring gourmet hot dogs by ROCKSTAR Food Truck. Stop by and enjoy a cold beer with us! Bring your workmates, friends and family along, as we love meeting new people and hearing them say, “my financial advisor doesn’t do anything like this!”

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Platinum Dinner Event for Top Referrers

March 2, 2019 7:00p – 10:00p US Mountain Standard Time

Richardson & Liberta Residences

Our top referrers are invited to an exclusive and beautiful five course dinner prepared by a professional chef at the Richardson and Liberta residences. Transportation will be provided. Invitation Only.


March Food Truck Happy Hour Event!

March 6, 2019 5:00p – 6:00p US Mountain Standard Time

Watermark Wealth Strategies – Chandler Office

We look forward to seeing our clients at our March happy hour event, featuring fare from a local food truck vendor. Enjoy some great food, good company, and our usual assortment of delightful beverages at this fun get-together. Don’t forget to bring along someone you know who might be in need of financial or retirement planning. We’d love to help them!

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April Food Truck Happy Hour Event

April 10, 2019 5:00p – 6:00p US Mountain Standard Time

Watermark Wealth Strategies – Chandler Office

This Happy Hour is pushed back a week due to Spring Break! We’d love to see all of our clients at our April Happy Hour, where cuisine from a featured food truck will be served up, alongside our tasty adult beverages. As always, we invite you to bring a referral, as it’s the perfect opportunity to introduce friends, family members, and co-workers to Watermark!

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May Food Truck Happy Hour Event

May 1, 2019 5:00p – 6:00p US Mountain Standard Time

Watermark Wealth Strategies – Chandler Office

Please join us for our pre Cinco De Mayo happy hour, and sample Mexican fare from a Phoenix food truck vendor, while it’s still cool enough to linger outside at dusk. Feel free to bring a guest! Our small fiesta presents a great chance for us to meet your family, friends and co-workers and offer our services.

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September Happy Hour Event

September 4, 2019 5:00p – 6:00p US Mountain Standard Time

Watermark Wealth Strategies – Chandler Office

Join us for our monthly happy hour event! We invite you to step out of the heat and into our cool office for some drinks, appetizers and friendly conversation. Please consider inviting friends, family and co-workers who might be in the need of our services. We’d love to help them!

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October Chili Cook-off & Happy Hour!

October 2, 2019 5:00p – 6:00p US Mountain Standard Time

Watermark Wealth Strategies – Chandler Office

Our clients are invited to join us for our 2nd annual chili cook-off and happy hour event! Prizes will be given for tastiest, spiciest, and most creative chili. If cooking is not your thing, you can help us judge the entries and enjoy an adult libation or two. Clients are welcome to invite their friends and workmates to our happy hour, as we’d enjoy the chance to meet them and let them know a little about what we.

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November Food Truck Happy Hour Event

November 6, 2019 5:00p – 6:00p US Mountain Standard Time

Watermark Wealth Strategies – Chandler Office

The month for giving thanks is here, and we’re thankful for our amazing clients! Stop by and enjoy some lip smacking food prepared by a local food truck vendor, great conversation, and our usual assortment of adult refreshments. This event is open to our clients and those they’d like to bring along to meet our team.

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Client Holiday Dinner

December 13, 2019 6:00p – 10:00p US Mountain Standard Time

Sheraton Grand Resort at Wild Horse Pass

This event is by invitation only. Join us for a festive, fun-filled evening featuring cocktails, dinner and dancing. Further details will be included in the mailed invitation.

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