Your Financial Planners
- A well-balanced team that addresses the predictable and unpredictable issues of financial life.
- A combined set of experience and training unusual in the industry.
- A broader focus, viewing American financial life as the interplay of time, effort, and money.
Kathy Roth, CFP®, CeFT®, Active Registered Life Planner®
Partner
585-586-5655
kathy@waterstonefinancialservices.com
Kathy’s helps her clients navigate the uncharted financial waters that result from major life changes such as marriage, divorce, death of a spouse, relocation, and others. Those who are going through such transitions need to...
Joshua DeJohn
Partner
585-586-5655
Joshua’s passion is solving the financial puzzles that unfold in clients’ lives. He excels at finding investment solutions that coordinate their financial resources with their dreams and plans. He manages their investments...