The Team

Watson and Associates
Our experience in comprehensive and personalized financial advice, including estate planning and asset management strategies, helps LGBT couples make critical decisions. Together, using our exclusive Confident Retirement® approach, we navigate complex issues such as second-parent adoption, weighing the tax implications of marriage, and making the most of workplace benefits and Social Security. We strive to help all our clients gain the financial confidence they need to pursue their passions and live life on their terms — today and in the future.

Our Advisors

Philip John Watson

Philip John Watson

Private Wealth Advisor

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Designations

MBA, CRPC®, CLTC®, APMA®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Employee Stock Options

Education

Wheaton College, 1984, B.S. Education, Benedictine University, 1993, MBA
CA Insurance #0H66993

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Michael Sbertoli

Michael Sbertoli

Associate Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Saving for Education
  • Family Finances
  • Investments

Education

Bachelors Degree in Finance, University of Illinois at Urbana-Champaign, 2007

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Brian Titus

Brian Titus

Financial Advisor

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Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Saving for Education

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Shawn Kennedy

Shawn Kennedy

Associate Financial Advisor

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Designations

CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance

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Our Staff

Patricia Townsend

Patricia Townsend

Client Service Manager

J. Brian McGreal, MFS

Investment Manager

Jim Carter MBA, CPA

Jim Carter MBA, CPA

Financial Planning Specialist

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Roles & Responsibilities

  • Tax Professional
Kenneth Naatz

Kenneth Naatz

Client Service Specialist

Kelly Fulsang

Financial Planning Assistant

Gregory Smith

Paraplanner