3250 Mallard Cove Lane
Meet the Team
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 is an active participant in the Rotary Club of Fort Wayne, and previously served as the District Governor of Rotary District 6540 (northern Indiana). She is currently the President of Allen Business Exchange (ABE), a business club. Further, she is a past instructor and current supporter of Junior Achievement of Northern Indiana, and a past board member of the following Fort Wayne area organizations: The Fort Wayne Civic Theatre; The Questa Foundation for Education; Passages, Inc.; Easter-Seals ARC; and The McMillen Center for Health Education.
Kirsten Waterman Schuman has enjoyed being an instructor for Junior Achievement for several years but is currently on hiatus. With being a new mom, Kirsten keeps plenty busy at home!
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
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...
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.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.