Broker Check

Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Brandon Butler

President

(920) 734-2555

(920)731-4873

brandon@watermarkfncl.biz

Brandon is President of Watermark Financial Services, Inc.. He holds a Bachelor of Science Degree in Electrical Engineering from the University of Arizona and a Master’s in Business Administration from Rensselaer Polytechnic...

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James Rooyakkers

Vice President

(920)734-2555

(920)731-4873

jrooy@watermarkfncl.biz

Jim is co-owner of Watermark Financial Services, Inc. in Appleton, WI. Jim worked for Northwestern Mutual Life Insurance Company since 1974 starting out as a college agent and signing a full time contract in 1977 before joining...
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Craig Meyer

Financial Consultant

(920)734-2555

(920)731-4873

craig@watermarkfncl.biz

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,...

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Rick Van Dinter

Financial Advisor

(920)734-2555

(920)731-4873

rick@watermarkfncl.biz

Rick Van Dinter completed the Certified Financial Planner Program at the College for Financial Planning. He began working in the financial services industry in 2005 as a financial advisor with New York Life Insurance Company. In...
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Lora Squires

Client Relations

(920)734-2555

(920)731-4873

lora@watermarkfncl.biz

Lora joined Watermark Financial Services, Inc. in December 2003. Her primary responsibilities are compliance, tax preparation, and assisting Brandon Butler with client relations. This includes doing research, preparing client review...
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Jane Savides

Administrative Assistant

(920)734-2555

(920)731-4873

jane@watermarkfncl.biz

Jane joined Watermark Financial Services, Inc. in January 2006. She assists Jim Rooyakkers with his client relations. Jane and her husband, Mark, have 3 children, 3 grandsons, and an adorable Tzu Shih to keep them company. Outside...
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Diane Ahrens

Administrative Assistant

(920)734-2555

(920)731-4873

diane@watermarkfncl.biz

Diane joined Watermark in 2013 and primarily assists Brandon Butler and his clients. She is responsible for gathering and compiling information for investment summary reports, maintaining accurate client account information, assisting...
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Rebecca Meyer

Administrative Assistant

(920)734-2555

(920)731-4873

becky@watermarkfncl.biz

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...
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