Broker Check

Team

Your Financial Planners

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.

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

Meet Our Team

Kathy Roth, CFP®, CeFT®, Active Registered Life Planner®

Partner

585-586-5640

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...

Read more

Joshua DeJohn

Partner

585-586-5640

585-586-5655

josh@waterstonefinancialservices.com

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...

Read more