Broker Check

Team

In the relaxed environment of the Watermark Wealth Strategies offices, our sole focus is learning about who you are, what matters to you, and what you hope to achieve with your wealth. The past that defines you and the future that inspires you are the building blocks with which our CERTIFIED FINANCIAL PLANNER™ professionals, Certified Public Accountants, Certified Senior Advisor® professionals, and Certified Estate Planner™ professionals construct your comprehensive financial plan. By getting to know you on a personal level, we establish a deep relationship which embodies compassion, patience, and sincere appreciation.

We thank you for allowing us to be a major part of your life, and we invite you to take a glimpse into our own histories and qualifications.

 

A passion for helping others improve and maintain financial success is what led Aaron Gordon to Watermark Wealth Strategies. As an advisor at our firm, he has the privilege of joining individuals and families on their road to...

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As a partner at Watermark Wealth Strategies, Rich Liberante’s role is to facilitate the harmonization of our clients’ financial lives. Nothing excites him more than to see an uncoordinated mix of investments transform into...

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Casey has worked as a financial services professional since 2005. During this time, Casey founded and managed her own successful practice centered on investment and financial consulting for families and small businesses.

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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....

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Dan Thomas

Financial Advisor

(480) 442-3989

(480) 404-9475

Dan Thomas has been in the financial industry for more than 15 years. Dan graduated from the University of Arizona with a degree in Business Administration and has since earned his Series 4, 7, 9, 10, 24, 51, 55, 63, & 65 registrations...

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As a Financial Advisor with Watermark Wealth Strategies, Kevin works with individuals, families and business owners and specializes in wealth accumulation, asset protection and retirement planning.

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Matt earned a Bachelor’s degree in economics from the University of Arizona. After spending 8 years at Charles Schwab & Co., Inc., he joined Watermark to expand upon ways he can better serve his clients. Matt has a passion for the...

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Ron Davies

Financial Advisor

(480) 442-3989

(480) 404-9475

Ron earned his Bachelor’s degree in Civil Engineering from The United States Coast Guard Academy. After serving for 11 years as an officer in the Coast Guard, Ron attained the rank of Lieutenant Commander before resigning his...

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William E. Backes (Bill) has 30 years of experience in the financial services industry and has practiced portfolio management and estate planning in Arizona since 1983. In addition to being a Certified Estate Planner, he holds the...

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Carmen Cercone, CEP®

Founding Partner, Director of Estate Planning

(480) 442-3989

(480) 404-9475

Carmen was born and raised in Western New York attended St. Theresa's Grammar School, Orchard Park High School and the University of Buffalo. Carmen's career spans 32 years as a Branch Manager with MetLife in Buffalo, NY and agency...

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Kyle Richardson, CFP®

Founding Partner, Financial Advisor

(480) 442-3989

(480) 404-9475

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....

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Bud Pappas, CSA®

Senior Life Planning Coach

(480) 442-3989

(480) 404-9475

Bud earned his Bachelor’s degree from the University of MN with a major in Accounting and Economics. After serving in the U.S. Army, Bud started his corporate career in banking as a CFO and CEO of various corporate...

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Kimberly joined Watermark in 2014 with 31 years of experience in practice management and customer service. In addition, Kimberly also owned and operated an independent business for 9 years. Besides holding FINRA Series 6 (Investment...

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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...

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Betty Timison

Client Relations Manager

(480) 442-3989

(480) 404-9475

Betty was born and raised in Southern California. She attended college in California with a background of business management. Betty has over 25 years of experience in practice management and client relations. Prior to her experience...

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Lara Menke

Director of Marketing

(480) 442-3989

(480) 404-9475

Lara was born and raised in Washington, Missouri. She earned her Bachelor’s degree in Integrated Communication while playing soccer at Spring Hill College in Mobile, Alabama. Lara began her corporate career working for a...

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