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Watermark Wealth Strategies team

Start Planning for Retirement Today

At Watermark Wealth Strategies LLC, we believe that each individual deserves to put themselves and their family in the best possible situation. That’s why our team of financial experts won’t rest until they’ve found creative solutions to all of your financial needs.

Contact Us Today

 

Find a New Path to Increased Financial Success and Call Us Today

Address
5310 E. High Street, Suite 375
Phoenix, AZ 85054

Phone: 480-969-1717
Fax: 480-502-5960

E-mail: contactus@watermarkwealth.com

Watermark Wealth Strategies, 5310 E. High Street, Suite 375, Phoenix, AZ 85054

Meet Our Highly-Skilled Financial Advisors

Tyler Brilinski

Tyler Brilinski, CFP®

Founding Partner

Phone: 602- 635-7297

Email: tyler@watermarkwealth.com

Tyler Brilinski has over 25 year’s experience in the financial services industry. He is a graduate of Grand Canyon University and has earned professional financial designations of a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).

Tyler enjoys helping people to plan their retirement by utilizing simple yet proven strategies of wealth accumulation and distribution. He tempers the emotions typically involved in retirement preparedness with objectivity, logic, and the experience of helping hundreds of similar people achieve the retirement they’ve always hoped for.

Before becoming a financial advisor, Tyler played professional baseball as a member of the Oakland Athletics. Originally from Seattle Washington, he has lived in Arizona for more than 30 years. He and his wife Lorrie enjoy cycling, backpacking, traveling, and spending time with their families.

James Bruce

James Bruce

Founding Partner & Director Of Estate Planning And Administration

Phone: 602-635-7290

Email: james@watermarkwealth.com

James has been in financial services for more than twenty years and is a founding member and partner at Watermark Wealth Strategies, LLC, founded in January 2009. He and four of his partners created the Watermark brand of companies to offer independent and unbiased advice with investment vehicles and products that best meet their client’s needs and expectations.
James was born and raised in Milan, Indiana. He earned his Bachelor of Science Degree in Business Administration from Indiana State University, where he studied finance with an emphasis in economics and risk management. He is married to Molly, and they have two sons, Tristan and Tanner, and a daughter, Ella.

He is an avid outdoorsman who loves hiking, camping, running, road and mountain biking and swimming. He has completed over 25 marathons and four Ironman triathlons and was the Arizona Individual Time Trial State Champion in 2012. What he loves most is taking his family on adventure trips to hike, bike, camp and explore from the Arizona desert to the northeastern coastline of North America, and everywhere in between.

James volunteers his time by coaching youth basketball and mountain biking. His basketball teams have won major basketball tournaments around Arizona as well as one Valley Championship in 2013. The mountain biking team he helps coach, Cactus Shadows High School Mountain Bike team, finished 3rd in High School State finals in the 2013 inaugural season through the National Interscholastic Cycling Association.

James began his career in the financial services business a stockbroker in 1994. He believes that no two clients are alike, so his process begins by performing a thorough analysis of the client’s current investment portfolio, a risk/reward performance summary and a complete review of their estate planning documents with the focus on beneficiary designations. Once the analysis is complete, he discusses every option that is available and makes recommendations based on the goals and objectives, specific to each individual client.

Before establishing the Watermark brand, James was affiliated with Householder Group for the previous thirteen years: September 1996 until January 2009.

James also specializes in estate planning and estate administration. He focuses on estate preservation through the proper utilization of the living trust and informs his clients on tax savings strategies for their estates and retirement accounts (IRAs, 401k, 403b, etc.). He works primarily with clients of high net worth, who appreciate being able to handle their affairs efficiently throughout their lifetime, and preserve their wealth as their estate passes on to their heirs.

He is certified by the Supreme Court of Arizona as a Certified Legal Document Preparer (AZCLDP) and is registered in securities with his series 7 (general securities), series 63 (Uniform Securities Agent State Law/Blue Sky), and series 66 (Uniform Combined State Law/Registered Investment Advisor) and offers securities through Kestra Investment Services, LLC. As a result of working with a Registered Investment Advisory firm (Kestra Advisory Services, LLC), James is able to provide not only estate planning advice but also financial and investment planning strategies.

Thomas Lundgaard

Thomas Lundgaard, AIF®

Founding Partner

Phone: 602-635-7297

Email: thomas@watermarkwealth.com

Tom graduated from Arizona State University in 1979 with a B.S. in Business Administration, and moved back to Scottsdale in 1994 after living in Vail, CO for 13 years, having spent 8 of those years as a business owner in Vail.

Tom has been married to his wife Libby for 38 years. Their son Thomsen, also a graduate of Arizona State University, lives locally and works in the Technology Industry.

Tom began his work as a Financial Planner in 1996 and has earned his Series 7, 63 and 66 Registrations and works as a full service Financial Planner and is an Investment Advisor Representative of Kestra Investment Services and is a Member at Large of the Financial Planning Association and a Founding Partner of Watermark Wealth Strategies, LLC. Tom has also earned the certification of Accredited Investment Fiduciary®.

Tom also works with small business owners to help them develop and implement their group retirement plans, and works directly with their employees to help them maneuver into and around their group plans.

In his spare time he enjoys Golf, Swimming, and Travel. Tom and his wife were both All-American Swimmers at ASU and remain active in their support of both programs at the University.

“Many individuals say that Financial Planning is just about the numbers. I say it is much more than that. It is also about trusted relationships with a knowledgeable advisor who takes the time to get to know each of his clients and their particular wants and needs. For many individuals that may not know just what their needs are, is where the planner can play his or her biggest and most important role. I feel it is my unwavering belief that every client’s needs are important, and they should be met with the highest levels of care, trust and knowledge. As Investment Advisor Representatives of Kestra Advisory Services, LLC we are bound by a duty of loyalty to our client’s and we must always strive put their needs first and foremost.”

“In my practice, I focus on the key areas of financial concern and develop solutions to best help the individual client reach their financial goals. I also work with small business owners and help them develop and implement their group retirement plans, and work directly with their employees to help them maneuver into and around their group plans.”

“Ultimately, no planning is successful without implementation. “I help each of my clients initiate and fully implement any recommendations we agree as satisfactory and of value to them. Together we will monitor their progress regularly to help ensure that we stay on track towards each of their individual goals.”

“I would personally like to welcome you to our firm and thank you for putting your trust and faith in us to help you reach your goals and I look forward to working together with you for many years to come.”

Laura Tripp

Laura Grewe

Executive Assistant to Tom Lundgaard & Tyler Brilinski

Phone: 602-635-7297

Email: laura@watermarkwealth.com

Laura Grewe has been in the financial services industry for over 20 years. Laura is a graduate of Indiana University with a Bachelor’s Degree in Fine Art and a Minor in Art History. She has also earned her Series 7 (General Securities), 24 (General Securities Principal), 63 (Uniform Securities Agent State Law), and 66 (Uniform Combined State Law) registrations and is licensed in the state of Arizona. As the Executive Assistant to Tom Lundgaard and Tyler Brilinski, Laura manages preparation, execution, and follow-up of all required documentation and transactions. Laura also coordinates compliance tracking and client review reporting.

Outside of the office, Laura enjoys baking and cake decorating, hiking, and spending time with her husband, Kevin and her dog, Ellie.

Jeanette Shugg

Jeanette Shugg

Assistant to Tom Lundgaard & Tyler Brilinski

Phone: 480-969-1717

Email: jeanette@watermarkwealth.com

Jeanette has been in the financial industry for a little over 16 years. Jeanette has been part of the Watermark family for about three years. Some of her tasks include scheduling client appointments, document preparation and preparing reports for client meetings.

Jeanette has 4 children, Derek, Allyson, Devin and Amber, ages range from 25 to 6. Outside the office, Jeanette likes to spend time with her husband Matt, kids and 2 dogs and paper crafting.