Kirsten Waterman Schuman

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 Wayne, IN.  Earlier, she also served as a teller and customer service representative.     

She holds her FINRA 6, 63, 7 and 65 registrations, and is also Indiana Life and Health licensed. 

Kirsten Waterman Schuman joined Waterman Financial in 2015 to help meet the firm's growing needs and to provide exceptional service to clients. Since joining the team, she has gained extensive experience supporting clients through every stage of the financial planning process while building strong, lasting relationships based on trust and personalized service.

Now fully licensed and registered as an Investment Advisor Representative, Kirsten is committed to helping individuals and families pursue their financial goals with confidence. She specializes in comprehensive financial planning, investment management, and delivering a client-centered experience tailored to each person's unique needs and objectives.

Kirsten believes that successful financial planning is built on meaningful relationships, clear communication, and a thorough understanding of each client's goals. She takes pride in providing attentive service and working closely with clients to help them navigate important financial decisions with confidence.

As a valued member of the Waterman Financial team, Kirsten looks forward to continuing to serve clients with professionalism, integrity, and a genuine commitment to helping them achieve long-term financial success.