The Team

Watson & Associates

Our passion is assisting clients in feeling more confident about their financial decisions for retirement. Utilizing a team approach, we look to be readily available to help clients with their financial needs and goals. We consider excellent client service and quality advice as two of our top priorities. Our team focuses on personalized strategies for tax and estate planning, executive benefits, and retirement.

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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Barth Morreale

Barth Morreale

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

BS Bachelor of Science, Degree in Economics, University of Illinois, Champaign-Urban, Illinois

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Our Staff

Patricia Townsend

Patricia Townsend

Client Service Manager

J. Brian McGreal, MSF

J. Brian McGreal, MSF

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

Kelly Fulsang

Financial Planning Assistant

Kerry Korda

Kerry Korda

Office Manager

Wyatt Turk

Wyatt Turk

Investment Specialist

Julie Tarter

Julie Tarter

Financial Planning Assistant