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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. 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 retired as a Detective with the Phoenix Police Department after a 20 year career.

His focus has always been on client relationships and providing Platinum level service in all aspects to their clients. He 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. OJ’s professional registrations include his 7, 66 and Life, Health, and Variable Annuity licenses with the state of Arizona and is registered in 15 other states.

Outside of work, OJ loves to spend time with his wife Lisa, and their two children, Jake and Emma. He has been a baseball and soccer coach for several years and now enjoys spending time watching his kids play the sports they love

Amy Richardson

Amy Richardson, CEP

Trusts and Estate Planning

Phone: 480-464-9300

Email: amy@watermarkwealth.com

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 strategies for client procurement, sustainability and satisfaction. She was instrumental in updating and improving office operations and communications, and developed a client event program that is still in operation today.

Amy currently works remotely for Watermark, overseeing trusts, estate plans and preparing documents. Her keen understanding of financial succession helps clients, their beneficiaries and trustees navigate the perplexing world of paperwork involved in creating living wills and trusts

Amy is Kyle’s wife of 15 years and mother to two busy soccer playing children, Kylee and Brady. She became a realtor in 2017 with Keller Williams and has found a true passion for home buying and selling.  

Monica Cress

Monica Cress

Office Manager and Event Coordinator

Phone: 480-464-9300

Email: monica@watermarkwealth.com

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 establishing a warm, friendly and hospitable atmosphere for clients, with the belief that building lasting relationships is the most important thing you can do in business.  Hers is the first face you will see when you come through the door at Watermark, and she endeavors to give each client the attention and respect they deserve. 

Monica manages the daily office operations, appointment calendars, and attends to the office's clerical and correspondence needs. She also helps with marketing strategies and client procurement. Coordinating enriching, fun and interactive client events is a primary focus for her. Recognition dinners, monthly happy hour events, themed workshops, and spectator sporting events are created and executed to give clients a one-of-a-kind experience.

Monica enjoys cooking, entertaining, reading, concert going, spending time with friends and family, interior decorating, eating chocolate, drinking champagne, and being a mom to two soccer playing daughters, one trumpet playing daughter, and a wee handful of a dog named Mayzee. 

Mackenzie Kolb

Mackenzie Kolb

Executive Administrative Assistant

Phone: 480-464-9300

Email: mackenzie@watermarkwealth.com

Mackenzie graduated from Arizona State University with a degree in Business and Communication. While finishing up her degree at ASU, she began her career in the financial industry at Watermark Wealth Strategies and has gained knowledge and experience over the last 4 years. Mackenzie quickly found a passion for the industry and is currently managing client on-boarding business operations.

In her free time, Mackenzie teaches a fitness class at Pure Barre, enjoys going out with friends, spending time with her family, hiking with her dog Rosie, and traveling to new places.  

Ona Cavassa

Ona Cavassa

Executive Administrative Assistant

Phone: 480-464-9300

Email: ona@watermarkwealth.com

Ona brings over 14 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 35 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. 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. Her oldest son Jonathan will play baseball for Mesa Community College this fall on a scholarship, and Harrison, will be a Junior at Basha High.

Check out Watermark Chandler’s list of enriching, fun and exclusive Events!

We invite our clients and their family, friends, and workmates to join us for a full calendar of enjoyable and interactive events. From appreciation & recognition dinners, and monthly happy hour at our office, a chili cook-off, car show/display, a ladies fancy-hat luncheon, to an outing at Topgolf, and a chance to enjoy the Phoenix Open from our loge suite on the 16th hole, we’re delighted to show our clients how much they mean to us!  We think our clients will also benefit from our helpful Medicare workshops, for those turning 64 and 65, and a technology tutorial session at the Apple Store, featuring tips and tricks on using iPhone and iPad. Scroll down for all the details!

 

Phoenix Open Golf Tournament, 16th Hole Loge Suite Event

January 30, 2019 – February 3, 2019, 9:00 am – 6:00 pm 

Watermark has its own suite on the 16th hole again this year, at the Phoenix Open Golf Tournament at Scottsdale TPC. Complimentary tickets are available to those clients bringing qualified referrals. Tickets include open access to our luxury suite, alcoholic beverages and unlimited food selections.

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February Food Truck Happy Hour Event

February 6, 2019 5:00 pm – 6:00 pm  

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 7:00 pm – 10:00 pm  

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 4:30 pm – 6:00 pm

Watermark Wealth Strategies – Chandler Office

We look forward to seeing our clients at our March happy hour event, featuring fare from a Curbside Crepes. Enjoy thin, light, mouthwatering crepes stuffed with all the delicious things you like, 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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March Car Show and Display Happy Hour

March 21, 2019 4:30 pm – 6:00 pm

Watermark Wealth Strategies – Chandler Office

We’re excited to announce our FIRST EVER Car Show and display! Clients and their guests are invited to bring their muscle cars, luxury, vintage, hot-rod, antique and sports cars over to Watermark to show them off. Got a cool truck or motorcycle? We want to see those too! We’ll have our usual happy hour beverages and some tempting nibbles from Wings N More food truck. Clients must RSVP for this event.

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April Food Truck Happy Hour Event

April 10, 2019 4:30 pm – 6:00 pm 

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 StrEAT Gyro food truck will be serving up some classic Greek fare, alongside our refreshing adult beverages. As always, we invite our clients to invite a guest or two, as it’s the perfect opportunity to introduce friends, family members, and co-workers to Watermark!

May Food Truck Happy Hour Event

May 1, 2019 5:00 pm – 6:00 pm 

Watermark Wealth Strategies – Chandler Office

Please join us for our pre Cinco De Mayo happy hour, and sample Mexican fare from Queso Good 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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May Ladies Fancy Hat Luncheon

May 8th, 2019 11:00 am – 1:00 pm  

Stone & Vine Urban Italian Restaurant – 1035 W Queen Creek Rd #103, Chandler, AZ 85248

We’re treating our lovely lady clients to lunch at Stone & Vine Urban Italian Restaurant in Chandler, where they are encouraged to wear a fancy hat (prize for the most fabulous!), and are invited to bring a friend who might be interested in learning about what our team can do for her.

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August “Today At Apple”  Learning Workshop

August 14th, 2019 8:30 am – 10:00 am  

Apple Store at Chandler Fashion Center – 3111 W Chandler Blvd, Chandler, AZ 85226 (Enter doors next to Pottery Barn)

Clients and their referrals are invited to join us at the Apple Store to learn, create and be inspired by this hands-on, educational experience, centered around features for iPhone and iPad.

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September Food Truck Happy Hour Event

September 4, 2019 4:30 pm  – 6:00 pm

Watermark Wealth Strategies – Chandler Office

Our monthly happy hour is back! We’re delighted to invite you to stop by our office for a taste of the BEST Hawaiian fusion in Phoenix, featuring cuisine from Island Loco Food truck! We’ll have our usual assortment of cool and tasty adult libations. As always, clients are encouraged to bring friends, family and workmates who might have need of our services by way of investing and retirement planning.

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September Medicare Educational Workshop

September 10th, 2019 4:00 pm – 5:00 pm

Watermark Wealth Strategies – Chandler Office

This is a one hour workshop held at our office to educate those turning 64 and 65 about Medicare options. Cyndi Griner from Senior Advocate Services will be here to answer these questions: – What is Medicare and how does it work? – Who is eligible? – What is the enrollment process and timeline? – What are the different plans? – What if I am 65 and still working? – How does Medicare effect my Social Security? Clients are welcome to bring family, friends and workmates who are also in need of this information. Cyndi does not offer securities or advisory services and neither Cyndi nor Senior Advocate Services are affiliated with Kestra IS or Kestra AS.

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September Topgolf Outing

September 18th, 2019 2:00 pm – 4:30 pm

Topgolf Gilbert  – 1689 S. SanTan Village Parkway, Gilbert, AZ 85295

Clients and their referrals are invited to join us at Topgolf in Gilbert for drinks, appetizers and some friendly golf competition. More details to follow…….

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October Chili Cook-off & Happy Hour!

October 2, 2019 4:30 pm – 6:00 pm

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 do.

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Tiffany Referral Appreciation Dinner

October 25th, 2019 6:00 pm – 9:00 pm

Culinary Dropout – Gilbert – 83 N Gilbert Rd, Gilbert, AZ 85234

This is an invitation only event! Clients who referred someone within the last year will receive an invitation to a fun and unique dining experience at Culinary Dropout Restaurant in Gilbert. Those new clients who were referred within the year will also receive an invitation.

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November Food Truck Happy Hour Event

November 6, 2019 4:30 pm – 6:00 pm

Watermark Wealth Strategies – Chandler Office

The month for giving thanks is here, and we’re thankful for our amazing clients! November’s Happy Hour will showcase the culinary talents of Sublime Cheesesteaks. Swing by and sample Philadelphia’s most renown sandwich, some adult refreshments, and our friendly hospitality. Clients are most welcome to bring along friends, family and workmates they’d like to introduce to our team.

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Client Holiday Dinner & Celebration

December 13, 2019 6:00 pm – 10:00 pm

Sheraton Grand Resort at Wild Horse Pass – 5594 W Wild Horse Pass Blvd, Phoenix, AZ 85226

This event is by invitation only. Join us for a festive, fun-filled evening featuring cocktails, dinner and dancing, a client slide show, photo booth, and the announcement of the winners (top referrers) of our Platinum Dinner Event. Further details will be included in the mailed invitation.

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