Client Centered
At Watermark Financial, our team is the cornerstone of our full-service approach to financial planning. With deep roots in the Fox Valley community and over 40 years of experience, we bring a personal and hands-on approach to every client relationship. We pride ourselves on offering a comprehensive range of services, from investment management and estate planning to tax preparation, all tailored to meet your unique needs. Our team is dedicated to making decisions that are always in your best interest, with a focus on transparency, integrity, and collaboration. We believe in building lasting relationships and delivering the highest level of service to help you achieve your financial goals.
Learn more about our team below!
Brandon Butler
President
(920) 731-4873
Craig Meyer
Financial Consultant
(920) 731-4873
Craig received his bachelor’s degree in finance in 1996 and his Masters of Business Administration degree in 2004 from the University of Wisconsin-Oshkosh. He had 9 years of experience in the financial services industry,...
Rick Van Dinter
Financial Advisor
(920) 731-4873
Cameron Butler
Financial Advisor
Cameron earned his Finance Degree from Marquette University, where he actively participated in the Applied Investment Management Program and contributed to the Marquette Basketball Practice Team. With a career exclusively in...
Lora Squires
Client Relations
(920) 731-4873
Rebecca Meyer
Administrative Assistant
(920) 731-4873
Becky joined Watermark Financial Services, Inc. in December 2017. She assists Rick Van Dinter with managing his client database, preparing forms, and scheduling appointments. Becky has 1 child and also runs her own commercial cleaning...
Marinela Diko
Tax Associate
(920) 731-4873
Matthew Marcinske
Associate Financial Advisor