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.
Address
8770 Egan Drive
Savage, MN 55378
Phone: 952-447-3900
Check the background of this firm on FINRA’s BrokerCheck.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Watermark Wealth Strategies, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 877-861-2261.
Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
Phone: 602-362-5201
Email: catherine@watermarkwealth.com
Catherine has a Bachelor’s Degree from the University of Arizona. She joined Watermark in 2020 after previously working in the Financial Service industry for over 10 years.
During this time at Watermark she has implemented several systems and procedures that have helped increase efficiency and client satisfaction. She is currently pursuing her Series 7 license in order to elevate her client and advisor services to a new level.
As a Practice Manager Catherine works to implement the the client service model by maintaining strong relationships, day to day operations, routine client account maintenance and addressing client questions or concerns at the highest level.
Catherine has lived in Arizona for over 25 years. She enjoys spending time with her family, friends and attending sporting events.
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.
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.
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.