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Our Minneapolis Office Accommodates Even the Busiest Clients

From the moment you begin your career to the year leading up to retirement, it is vital for you to save and invest your money wisely. At our Minneapolis office, we’re capable of giving you sound and unbiased financial advice. To schedule an appointment with one of our financial advisors, give us a call today.

Contact Us Today

 

Find a New Path to Increased Financial Success

Address
8770 Egan Drive
Savage, MN 55378

Phone: 952-447-3900

Watermark Wealth Strategies, 8770 Egan Drive, Savage, MN 55378

Meet Our Highly-Skilled Financial Advisors

Chris Dock

Chris Dock

Financial Advisor

Phone: 952-447-3900

Email: christopherdock@watermarkwealth.com

Chris has worked as an investment and retirement consultant for over 28 years. Prior to starting his own practice in 1999, Chris worked for Deloitte & Touche, Watson Wyatt Worldwide / State Street Global Advisors and Ernst & Young.

Chris specializes in advising companies and individuals on the full spectrum of group and individual benefits: retirement plans and investments; asset-based income streams; medical, dental, and vision coverage; life insurance; and disability insurance.

Chris attended St. Olaf College in Northfield, Minnesota where he graduated in 1988 with a degree in Mathematics and Economics.

Casey Fox

Casey Fox, AIF®

Financial Advisor

Phone: 952-447-3900

Email: caseyfox@watermarkwealth.com

Growing up, financial advisor Casey Fox gained an early appreciation for the inner workings of small businesses at her family’s Midwest-based business. This informal education would ultimately guide her to choose a career where she could partner directly with closely held companies, helping entrepreneurs and their dedicated employees create secure futures.

Once she completed her degree in Economic Management from Gustavus Adolphus College, Casey founded her own practice centered on investment and financial consulting for individuals and locally-owned companies. In 2011, Casey joined forces with Christopher Dock and purchased three other advisors’ practices, establishing Manitou Advisors, LLC, a boutique financial advisory firm focused on retirement planning for small businesses. Constantly looking for ways to expand upon the services offered to their clients, Casey and Chris then merged with Watermark Wealth. Her most rewarding moments are those when she can contribute to others’ lives by assisting them in achieving their personal and professional goals.

On the weekends, Casey loves to explore the outdoors, whether that involves running, hiking, swimming, fishing, or playing golf. As a former college athlete, she continues to nurture her competitive side on two club volleyball leagues. Casey also enjoys spending quality time with family and friends and expanding upon her already impressive culinary skills.

Janel Klugherz

Janel Klugherz

Client Services Manager

Phone: 952-447-3900

Email: janelklugherz@watermarkwealth.com

Janel is the head client services and client relations for Minnesota. Since 2004, Janel has worked in the financial services industry and is licensed in the state of Minnesota for life, health and disability.

Previously, Janel worked for over twenty years in the areas of flexible spending and workers compensation. With over two decades of experience working directly with clients, Janel brings a great deal of best practice knowledge to the Watermark team in regards to both client relations and service.