Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggle to find the help they needed to map out their financial future. We have since developed a reputation for educating individuals in an easy-to-understand manner, allowing individuals and families to be more confident in their financial decision making.
We help people better prepare for the future -- whether for retirement, caring for aging parents, or choosing the right investments -- by providing supportive and continual guidance relevant to your personal situation!
We also fundamentally believe in supporting our community.
Lisa Waterman
President
(260) 436-6768
lwaterman@royalallianceadvisors.com
30+ years of experience in investments, financial planning, banking, trust and insurance; Certified Financial Planner (CFP®); holds FINRA Licenses 6, 7, 63, and 65 and resides in the greater Fort Wayne, Indiana area.
Kirsten Waterman Schuman
Adminstrative Assistant
(260) 436-6768
kschuman@royalallianceadvisors.com
Kirsten is a graduate of Indiana University at Fort Wayne, with a major in Business Marketing and Management. Prior to joining Waterman Financial Services LLC, she was a loan officer at Three Rivers Federal Credit Union, based in Fort...