WATERMARK - Key Persons
Job Titles:
- Associate
- Operations Manager
Amanda Simon is the Operations Manager for Watermark, a vital part of the Watermark team, responsible for oversight and management of all operational aspects of a growing investment and insurance team of advisors. While providing professional customer service to clients during onboarding and servicing, Amanda is integral to maintaining a high level of client satisfaction Watermark strives to provide.
Amanda attended Grand Valley State University obtaining a bachelor's degree in Sports Management.? Amanda currently resides in Comstock Park, Michigan with her son.? Prior to joining Watermark, Amanda used her organizational and management skills working in customer service for a West Michigan-based company.?
When Amanda isn't working, she enjoys spending time with family and friends, hanging out on the water, and cooking delicious meals. She is an active volunteer at Northview Public School. Amanda's structured personality is evident in everything she does.
Job Titles:
- Associate
- Financial Advisor
John J Woodward is licensed in FL, ID, IL, and MI to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In AZ, CA, CO, FL, IL, IN, MI, NC, NV, SC, SD, and WA.
Job Titles:
- Associate
- Client Experience Manager
Kristen Woodward is the Client Experience Manager for Watermark, responsible for delivering a meaningful experience to the client by bridging the gap between the client and the Watermark brand. She is here to ensure that the client's experience with Watermark is engaging, efficient and effective, allowing the client to have the time and financial independence to do the things that are important to them.
Kristen attended Grand Valley State University obtaining a dual major in accounting and finance. Kristen currently resides in Hudsonville, Michigan with her husband, Zac, and their two daughters and son. Kristen has worked with Watermark part time since 2021. Prior to joining Watermark, Kristen used her organizational and management skills working for a private West Michigan-based IT company.
When Kristen isn't working she enjoys spending time with family, hanging out on the boat and maintaining an immaculate home. Her structured personality is evident in everything she does.
Job Titles:
- Associate
- Financial Advisor
Nathan Morales is licensed in CA and MI to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In CA, CT, FL, GA, IN, MI, MO, NC, and TX.
Job Titles:
- Associate
- Operations Assistant
Zac Woodward is licensed in FL and MI to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In CA, FL, IL, MI, NV, OH, SC, TX, and WA.