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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We can also help answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Kirsten Waterman Schuman

Adminstrative Assistant

(260) 436-6588

(260) 436-6768

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...

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Lisa Waterman


(260) 436-6588

(260) 436-6768

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.

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