Meet the Team

Our professionals are ready to evaluate and support all your potential investments.

Our reasons for becoming financial professionals are deeply personal. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

Jana Waters, CERTIFIED FINANCIAL PLANNER™

Founder & President

817-251-6610

jana@watersfinancialplanning.com

Jana and her team work with a select group of individuals, families, and companies to help them build, manage, protect and transition comprehensive wealth. If a working relationship is developed, her process is designed to help you...

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Paul Keeton

Vice President, Advisory Solutions

Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions. By focusing on advisory specifically for the independent business owner, he brings a renewed approach towards...

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Hilary Pluemer, CFP®

Director of Practice Management

Hilary works to create efficiencies and refine the processes of our practice to help us continually raise the level of service we provide. In her role, she has oversight on all business services and resources we may need as a firm. In...
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Nicole Marsh, CFP®

Account Manager - Advisor Marketing and Communications

Nicole works to provide marketing support to our team, including social media help, print and design support, project management and event design. Additionally, she serves as a liaison and expert on available third-party marketing...
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Caryn Borden

Operations and Service Manager

Caryn’s responsibilities include overseeing the day to day aspects of our firm’s operations and managing customer service delivery by reviewing account transactions to ensure high-quality service standards for all clients...

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Wes Shindler

Compliance Officer

Wes is responsible for the compliance aspect of our firm. In his role, he works to provide guidance for best practices by tracking relevant laws and regulations, reviewing our policies and procedures, and most importantly, helping to...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.