Broker Check

R. B. Chip Olson , CFP®

(260) 436-6068

Lisa Waterman

Lisa Waterman

CFP® , Investment Advisor Representative of Signator

Welcome!   I’m Lisa Waterman, a financial professional serving the greater Fort Wayne area.   Individuals, spouses, and families face unique challenges when dealing with the complexities of the financial world.  Things like 401(k), 403(b) and 72(t) can be a jumble of numbers that are hard to understand.  As a Certified Financial Planner professional, I have the knowledge and experience to help you address and build your financial future.

I look forward to working with you and your family -- through all stages of life. Please call me at (260) 436-6588 for a free initial consultation.  I look forward to meeting you!