The Right Team

James Bott

James Bott

How I knew Watermark was the place for me

Watermark’s culture fits both my professional and personal needs. On a professional level, I have the opportunity to learn from experienced partners and managers. I am also able to develop a variety of skills working in many different industries with passionate business owners. On a personal level, I have the opportunity to make an impact on the community. During my time at Watermark, I have been able to participate in numerous service projects allowing me to give back to the community. I know Watermark has the best interest for the community it serves, as well as, my personal and professional growth.

Favorite aspect of what I do

I really enjoy seeing how various businesses operate and working with the people who created them. It is interesting to hear the stories from our clients and the challenges they have overcome.

What inspires me, or what am I passionate about

It is inspirational making a difference in the lives of others. Whether it is giving simple tax advice or donating time to a local charity, making an impact on the clients we serve and the community in which we live, creates a sense of purpose for what we do.

When I’m not at work I’m probably…

Traveling around the country to see one of my six siblings, watching Butler basketball games, obsessing over the latest Apple product announcement, or wishing I had more time to work on my golf game.

My Credos or favorite quotes
“Learn from yesterday, live for today, look to tomorrow, rest this afternoon.” Charles M. Schultz

Kolbe Index: 6-7-3-3

Top 5 Strengths:
Relator
Analytical
Harmony
Developer
Discipline

Connect with me:

Email James
Phone: 317.805.0848

Tony Bultinck

Tony Bultinck

How I knew Watermark was the place for me

I knew Watermark was the place for me because of the people that I was going to be working with and the people that Watermark serves. The intelligence and expertise of the Watermark team combined with a client base of successful business owners who want to protect what they have built over the years seemed like the perfect formula for a successful firm. The Watermark culture was designed to serve family enterprise business owners, its employees, and its community while providing a well-balanced work environment. This is extremely important to me.

Favorite aspect of what I do

My favorite aspect of what I do is working with business owners as an advisor, not just as their assurance or tax practitioner. Helping my clients address different business scenarios or transactions provides an additional service to them that I am extremely proud of.

What inspires me, or what am I passionate about

I am passionate about seeing my clients, friends, and family succeed in meeting their business and personal goals. There is nothing more rewarding.

When I’m not at work I’m probably…

Spending time with my wife and my three daughters. Family is where I devote the majority of my time away from the office. As a family, we enjoy outings such as going to the zoo, catching an Indian’s game, or just hanging out at the pool. As a husband and a parent, I believe my greatest legacy in life is the lessons that my wife and I can pass on to our children. There is no greater joy than seeing our children grow up.

I also have a great passion for golf. If I am not with my family, you can usually find me on the range or on the course. I’m not as good as I would like to be, but I enjoy the game very much.

My Credos or favorite quotes
Do right. Do your best. Treat others as you want to be treated.

Kolbe Index: 7-4-6-3

Top 5 Strengths:
Harmony
Includer
Developer
Achiever
Responsibility

Connect with me:

Email Tony
Phone: 317.805.0812

Nathan Carmany

Nathan Carmany

How I knew Watermark was the place for me

After meeting Rick, Jeff, and Mark, I felt right at home.  One will quickly feel welcomed and part of the Watermark family. The firm’s Midwestern values show in their actions to help people and to put others first.  The Watermark Group Charitable Fund is one example that I learned about out in our conversations and the research completed online.

Favorite aspect of what I do

Hearing about what inspires, motivates, and connecting with other people. Learning is also another activity I enjoy about the financial services industry. As rules, trends, and tax code change, helping families preserve and optimize their financial resources feels good.

What inspires me, or what am I passionate about

Meeting people and learning about where they come from, where they are going, their current challenges and helping them move forward.

When I’m not at work I’m probably…

– Spending time with my family
– Working on wood project
– Fishing
– Convincing my wife why I need a sailboat

My Credos or favorite quotes
“When you love someone, the best thing you can offer is your presence. How can you love if you are not there?” Thich Nhat Hanh

Kolbe Index: 7-7-3-3

Top 5 Strengths:
Learner
Context
Input
Analytical
Achiever

Connect with me:

Email Nathan
Phone: 317.805.0840

Gabe Cotton

Gabe Cotton

Why I knew Watermark was the place for me

I knew I wanted to join a firm that would give me a multitude of opportunities to diversify and learn. I didn’t want to specialize in just one industry or only be involved in only one type of service. I also knew that I had to enjoy the people that I was going to work with in order to enjoy what I was doing. As soon as I realized that Watermark had both the opportunities I was looking for and great people, I knew it was the perfect place for me.

Favorite aspect of what I do

Helping family-owned businesses is my favorite part of what I do at Watermark. Coming from a family with many entrepreneurs, I understand the challenges that family enterprises face and I find it incredibly rewarding to help business owners overcome some of those issues.

What inspires me, or what am I passionate about

Helping people find solutions to their problems is what inspires me. I enjoy watching business owners that I have provided guidance to becoming even more successful. Helping others exceed their own expectations really drives me.

When I’m not at work I’m probably…

On the golf course, watching any and every sporting event, or spending time with my friends and family.

My Credos or favorite quotes

“You can get everything in life you want, if you will just help enough other people get what they want.” Zig Ziglar

Kolbe Index: 8-6-4-2

Top 5 Strengths:

Communication
Competition
Activator
Woo
Analytical

Connect with me:

Email Gabe
Phone: 317.805.0850

Jeff Curtis

Jeff Curtis

Why I knew Watermark was the place for me

Several years ago, I commented in a career planning session that my goal was to “work to live” and not “live to work.” The response I received was that if you truly enjoy what you are doing, your work becomes part of who you are, part of why you live. At Watermark, my passion for our WHY, “to inspire others…”, permeates my various roles as an adviser, mentor, husband, parent, friend and volunteer. It gives me my overarching reason for being.

Favorite aspect of what I do

We rolled out a “Dream Manager” program at Watermark in 2011 as a way to encourage our staff to become more engaged in their lives by pursuing those things that truly matter to them. Since then, I’ve become a Certified Dream Manager, introduced this life-changing engagement concept to countless business owners and individuals, facilitated numerous “dream-storming” sessions for clients, staff, friends and family members, and heard firsthand the stories of elation, satisfaction and personal growth as told by many who have discovered, pursued and achieved dreams never previously imagined or thought possible. For me, it doesn’t get much better than that, and I’m blessed to have the opportunity to enter into these inspirational conversations with our clients.

What inspires me, or what am I passionate about

I find inspiration in many things including random acts of kindness, the miracle of child birth, lessons I’ve learned from my children about compassion and stewardship, the courage demonstrated by someone willing to pursue a dream or take a stand for a core belief, a well-delivered motivational speech, eulogy or homily, or the perseverance of an underdog in any competition.

My passions include spending time with my family and friends, my faith, the well being of my parish, high school and college communities, leaving a legacy through Watermark and spreading the Dream Manager concept.

When I’m not at work I’m probably…

Spending time with my wife, Angie, and children, Claire, Olivia, Margaret, and James
Searching for a VRBO property in our dream trip destinations
Reading a book or watching a movie or documentary about World War II
Listening to or attending an Eric Church concert
Walking the shores of Lake Michigan in Charlevoix, MI in search of the perfect Petoskey Stone
Volunteering at Marian University, Roncalli H.S., St. Roch, Brooke’s Place or Center for Global Impact
Grilling on one of my 5 grills
Participating in a 40 Days for Life campaign

My Credos or favorite quotes

“The greater danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.” Michelangelo

“The true worth of a man is measured by the things he pursues.” Marcus Aurelius

“A hundred years from now it will not matter what my bank account was, the sort of house I lived in, or the kind of car I drove…but the world may be different because I was important in the life of a child.” Forest E. Witcraft

“Imagination is more important than knowledge. Knowledge is limited. Imagination encircles the world.” Albert Einstein

Kolbe Index: 4-3-8-4

Top 5 Strengths:

Belief
Developer
Empathy
Adaptability
Connectedness

Connect with me:

Email Jeff
Phone: 317.805.0808

Margaret Curtis

Margaret Curtis

Why I knew Watermark was the place for me

My dad is a CPA, so growing up, I saw how committed he was to his company and to serving others in his community. I knew Watermark was the place for me because I wanted to work with a committed, service-oriented group of people. I was intrigued by the staff’s willingness to help each client achieve their life goals. Not only was I intrigued by their willingness to serve clients, but by their willingness to serve those in our community and even around the world.

Favorite aspect of what I do

It’s always nice to finally meet a client and put a face to the name. I also enjoy processing returns and sending them out the door. Even though these seem like small aspects in the realm of taxes, I feel accomplished knowing I am able to help complete these tasks, no matter how great or small. The aspect I enjoy the most about my job is being able to share my ideas about new or deveoping processes.

What inspires me, or what am I passionate about

I am very passionate about and have a love for various things, such as:

  • Science finding a cure for Parkinson’s and Alzheimer’s disease
  • Hearing the giggles of my son and nephew
  • Spending one-on-one alone time with a loved one shortly before they are called home
  • Watching the groom’s face as he watches his bride walk down the aisle
  • Achieving a lifelong bucket list goal

When I’m not at work I’m probably…

  • Re-reading the Harry Potter series for the umpteenth time or re-watching The Office for the umpteenth time.
  • Watching the food network with my little brother
  • Spending time with my family
  • Reminiscing on family trips to Charlevoix, St. Louis, and Ireland
  • Scouring the house with the vacuum to rid it of any unwanted bugs

My Credos or favorite quotes

“Come to me, all you who are weary and burdened, and I will give you rest.” – Matthew 11:28

“Jesus replied, ‘You do not understand what I’m doing now, but someday you will.'” – John 13:7

“Happiness can be found even in the darkest of times, but only to those who remember to turn on the light.” – Albus Dumbledore

Kolbe Index: 5-8-3-5

Top 5 Strengths:

Restorative
Futuristic
Deliberative
Consistency
Empathy

Connect with me:

Email Margaret
Phone: 317.805.0897

Melissa A. Duncan

Melissa A. Duncan

Why I knew Watermark was the place for me

The partner group is focused not only on serving our clients but also on the community. We share a passion of putting our clients first while maintaining a positive work life balance.

Favorite aspect of what I do

Serving multi-generational business owners and families.

What inspires me, or what am I passionate about

My husband and two boys inspire me daily. No mountain is too high when you have your family in your corner. They keep me motivated (and on my toes).

When I’m not at work I’m probably…

Chasing my boys around our neighborhood, the park or museum. We also love to travel! I enjoy planning our next adventure almost as much as I love experiencing it.

My Credos or favorite quotes

“It takes as much energy to wish as it does to plan.” Eleanor Roosevelt

“If you don’t like the road you’re walking, start paving another one.” Dolly Parton

Kolbe Index: 6-9-2-3

Top 5 Strengths:

Relator
Harmony
Analytical
Responsibility
Deliberative

Connect with me:

Email Melissa
Phone: 317.805.0852

Nate Everett

Nate Everett

Why I knew Watermark was the place for me

The first thing that jumped out to me about Watermark is how much the employees want to work with business owners to achieve their goals. Watermark not only provides a specific service to family enterprises, but also looks for ways to help them grow. I knew that I wanted to be a part of an organization that was so committed to the success of each company it works with.

Favorite aspect of what I do

I enjoy that there is always something new and challenging to learn. I like the idea of making an impact on multiple organizations and helping them to be as successful as they can be. I enjoy being a problem solver and working in a fast-paced environment with colleagues that are just as dedicated as I am.

What inspires me, or what am I passionate about

Learning is what I am most passionate about. I enjoy challenging myself to always learn something new. To me, nothing is more inspirational than putting in the hard work to achieve something and then finally being able to fully understand it.

When I’m not at work I’m probably…

If I am not spending time with family and friends then I am either watching Butler basketball or the Indianapolis Colts. I also enjoy playing soccer, tennis and golf.

My Credos or favorite quotes

“Failure to prepare is preparing to fail.” John Wooden

Kolbe Index: 8-7-1-5

Top 5 Strengths:

Harmony
Includer
Analytical
Consistency
Context

Connect with me:

Email Nate
Phone: 317.805.0854

Gregg Husa

Gregg Husa

Why I knew Watermark was the place for me

A firm that seemed to value their employees as much as they do their clients. Plus, the family atmosphere they create made it seem like a natural fit.

Favorite aspect of what I do

Working with clients to solve problems about the thing they are most passionate about: their business.

What inspires me, or what am I passionate about

My family and significant other push me to be the best that I can be each and every day.

When I’m not at work I’m probably…

Out with friends.

Dog park with girlfriend (Ellen) and golden retriever (Reggie).

Eating at a retaurant in Broad Ripple.

Playing softball.

Reading a book at home.

My Credos or favorite quotes

No matter what happens you will be better off.

Kolbe Index: 8-8-1-5

Top 5 Strengths:

Harmony
Consistency
Deliberative
Analytical
Discipline

Connect with me:

Email Gregg
Phone: 317.805.0816

Carrie Jacobs

Carrie Jacobs

Why I knew Watermark was the place for me

There are 3 reasons why Watermark is the right place for me:

Partners: The Partners have a wealth of experience that they openly and willingly share with the entire team.

Relationships: Everyone at Watermark builds and maintains strong relationships with their clients and the community.

Integrity: The firm has an indisputable reputation for its moral and ethical principles.

Favorite aspect of what I do

I’m a take-charge person. At Watermark, I’m given the freedom to create, provide input, organize and communicate through the various projects I’m involved in.

What inspires me, or what am I passionate about

Learning inspires me — if I learn one new thing each day, it has been a great day.

When I’m not at work I’m probably…

Puttering around my home or outside in the garden, quilting or reading.

My Credos or favorite quotes

“I may not be there yet, but I’m closer than I was yesterday.” Author Unknown

Kolbe Index: 8-7-2-3

Top 5 Strengths:

Harmony
Responsibility
Achiever
Discipline
Context

Connect with me:

Email Carrie
Phone: 317.805.0860

Heidi Jennings

Heidi Jennings

Why I knew Watermark was the place for me

A large part of why I love my job is whom I work for. I knew Watermark was the place for me because it was clear that the partners genuinely cared about my family, my career goals and me.

Favorite aspect of what I do

Although I have worked for a CPA firm since I graduated college, my career has taken some very interesting twists and turns. I have been exposed to several very interesting projects over the years, but my one true love is technology (translation – I’m a techno geek and proud of it). Technology fascinates me, and the fact that it’s always changing keeps me challenged.

What inspires me, or what am I passionate about

My children are my life, and thanks to my flexible work arrangement, I get to spend lots of time with them. They are my true inspiration because they motivate me to become a better person. I know in the grand scheme of things my family is quite insignificant, but to my children, I am the center of the world. Knowing they want to be “just like” me inspires me to live a God-centered life because ultimately, that is my dream for them.

When I’m not at work I’m probably…

Playing “taxi” to my 3 children.
Sitting on the sidelines cheering for my children’s many sporting events: soccer, softball, and cheer–it’s a full-time job in itself, but I love watching them because they’re all so darn cute. Of course, I’m not biased at all.
Reading a good book.

My Credos or favorite quotes

Everything happens for a reason.

Kolbe Index: 6-7-3-4

Top 5 Strengths:

Achiever
Strategic
Learner
Developer
Responsibility

Connect with me:

Email Heidi
Phone: 317.805.0814

Gary Lents

Gary Lents

Why I knew Watermark was the place for me

When approached about merging my practice with Watermark, it became an easy decision ……. I was already a fan and friend of the firm. I have known most of the partners for 20 or more years. We share the same values and same passion about doing things the right way for our clients and employees. The chance to collaborate with this group of talented professionals was too good to pass up!

Favorite aspect of what I do

I love the challenge of figuring out the best approach to solving a client problem. I enjoy improving processes, so things work more smoothly or efficiently. I like the fact that every day is different, so I never get bored. At times, my job can often seem like I am a detective, where I don’t have all the facts and must dig and analyze to figure out what is missing.

What inspires me, or what am I passionate about

I love collaborating with people who are passionate about what they do. I am inspired by entrepreneurs and those who create something from nothing. I love hearing why someone thinks their company or product or service is the best. Did you ever go on a brewery, distillery or winery tour and hear about how their product is “just OK?” No, rather you hear about what makes them the best, about “their process” or something unique about “their way” of doing things! I always find that inspiring.

When I’m not at work I’m probably…

Spending time with our children, grandchildren and friends. My wife, Sharon and I love to cook and travel. I love sampling fine wines, fine whiskeys and fine food. I enjoy playing basketball, shooting sporting clays and a good history book.

My Credos or favorite quotes

“We cherish our friends not for their ability to amuse us, but for ours to amuse them.” Evelyn Waugh

Courage is fear that has said its prayers.

“All the great things are simple, and many can be expressed in a single word: freedom; justice; honor; duty; mercy; hope.” Sir Winston Churchill

“A government which robs Peter to pay Paul can always depend on the support of Paul.” George Bernard Shaw

“Taxation with representation ain’t too hot either.” Gerald Barzan

Kolbe Index: 7-3-5-4

Top 5 Strengths:

Achiever
Responsibility
Strategic
Developer
Relator

Connect with me:

Email Gary
Phone: 317.805.0870

Theresa Leon

Theresa Leon

Why I knew Watermark was the place for me

I previously worked at Watermark upon graduating from college, and quickly realized this firm was a wonderful place to work. Life changes took me other places and I returned to Watermark because of: the core values of the firm, high standards, wonderful people, and the family atmosphere. Watermark is a place you can call home.

Favorite aspect of what I do

I enjoy that my work is challenging and I am constantly learning and evolving. In public accounting every day is different, and the variety continuously provides new opportunities. I enjoy working with small business owners that are passionate about their business. I like seeing how different businesses operate, developing close relationships and helping them through tough decisions. I also enjoy teaching and being able to pass on the knowledge that I have learned to the new staff entering the field.

What inspires me, or what am I passionate about

I am passionate about making a difference and having a lasting imprint in this world. I am inspired by those who look at failure not as a road block, but as a means to success. I am inspired by my family who have always shown me support, love, faith and that there are better roads ahead.

When I’m not at work I’m probably…

Hiking, exploring, enjoying a glass of wine, spending time with family and friends, cheering on the Butler Bulldogs or volunteering.

My Credos or favorite quotes

“It is our choices, that show what we truly are, far more than our abilities.”- J.K. Rowling

“Try not to become a man of success. Rather become a man of value.” -Albert Einstein

“Your time is limited, so don’t waste it living someone else’s life. Don’t be trapped by dogma—which is living with the results of other people’s thinking. Don’t let the noise of others’ opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition.” – Steve Jobs

Kolbe Index: 8-8-2-2

Top 5 Strengths:

Achiever
Relator
Activator
Focus
Discipline

Connect with me:

Email Theresa
Phone: 317.805.0878

Nichole Linville

Nichole Linville

Why I knew Watermark was the place for me

For me, it’s the people. I enjoy the camaraderie and teamwork. Being able to be one of the pioneers of the Accounting and Process Solutions group is very exciting. There are so many new options and avenues that we are implementing to be able to help our clients! It’s challenging, but very rewarding.

Favorite aspect of what I do

I enjoy the variety of work. Each client has different expectations and requirements. Every day is unique, and I love being able to provide solutions, help clients keep their books accurate and when needed, train them so they in turn can excel.

What inspires me, or what am I passionate about

Fall colors, the oceans, snow, mountain ranges, waterfalls – I am fascinated by the beauty and power of nature. It never fails to remind me that you only get one shot at life…one go-around and that’s it. I don’t want to waste any time being unhappy, nor do I want others too! I love encouraging people to use the gifts they have been given, to utilize their unique strengths to succeed, to believe in themselves. To see someone truly happy and at peace where they are, with what they have – no matter how little or how much – that is the best!

When I’m not at work I’m probably…

You would probably find me reading, walking or biking. However, I enjoy spending time with family and friends – dining, playing cards, attending dinner theaters and symphonies. I am always up for trying new places and taking advantage of all that Indy and the surrounding areas have to offer.

My Credos or favorite quotes

“The world is changed by your example, not your opinion.” Paulo Coelho

“No matter what has happened to you in the past or what is going on in your life right now, it has no power to keep you from having an amazingly good future if you will walk by faith in God.” Joyce Meyers

Kolbe Index: 9-6-2-3

Top 5 Strengths:

Responsibility
Achiever
Learner
Maximizer
Intellection

Connect with me:

Email Nichole
Phone: 317.805.0874

Ryan McCrory

Ryan McCrory

Why I knew Watermark was the place for me

During my internship I was able to see the way the entire office worked cohesively. It was clear it was an environment that everyone cared for one another both professionally and personally.

Favorite aspect of what I do

Every time I am working in the field I learn something new about our client or their industry.

What inspires me, or what am I passionate about

Trying to find something to learn from in every situation, every time you learn something new it gives you an opportunity to use it to become a more rounded person.

When I’m not at work I’m probably…

Playing golf, cooking, hunting or watching sports.

My Credos or favorite quotes

“Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what you are doing or learning to do.” Pele

Kolbe Index: 7-6-3-4

Top 5 Strengths:

Achiever
Learner
Restorative
Relator
Competition

Connect with me:

Email Ryan
Phone: 317.805.0834

Rachel Mudd

Rachel Mudd

Why I knew Watermark was the place for me

First and foremost, the people. Everybody is willing to take the time to help and teach. Watermark truly wants you to succeed both professionally and personally. Secondly, the opportunity to work in a variety of different industries and areas of accounting. It really challenges you to truly understand accounting, not just go through the motions.

Favorite aspect of what I do

I love that there’s a different challenge every day. Between working with different clients and working in both tax and audit, there’s rarely a chance to be bored with my work. Getting to a see a client through from the audit perspective to the tax return is such a great way to thoroughly understand a client and their business.

What inspires me, or what am I passionate about

My family and living a fulfilling life.

When I’m not at work I’m probably…

Perfecting my chocolate chip cookie recipe.

My Credos or favorite quotes

“I believe that this is a practical world and that I can count only on what I earn. Therefore, I believe in work, hard work. And I believe I can best serve…[others] by ‘doing justly, loving mercy, and walking humbly with my God.’” – George Petrie, The Auburn Creed

Kolbe Index: 7-8-2-3

Top 5 Strengths:

Harmony
Achiever
Learner
Responsibility
Discipline

Connect with me:

Email Rachel
Phone: 317.805.0882

Kelly Perry

Kelly Perry

Why I knew Watermark was the place for me

I’ve known several of the people at Watermark for years, and was excited when the opportunity arose for me to join the firm. Being a part of a firm that focuses on both the professional and personal growth of its employees is very important to me. I’m also incredibly thankful that Watermark is involved with local charities and encourages the entire team to do the same.

Favorite aspect of what I do

I enjoy helping small business owners with their tax and accounting needs so that they can focus on what they do best – but I also love the fact that I am able to work with clients at a level that allows me to see all aspects of their business, develop close relationships, offer business consulting, and celebrate in their success.

What inspires me, or what am I passionate about

I’m the Treasurer of Impact 100, a collective women’s giving group, which provides grants of up to $100,000 to local not-for-profits. I’m incredibly passionate about this organization as it allows members to take a significant role in deciding who will move forward as finalists. Being a part of Impact 100 has allowed me to meet many wonderful and successful women, discover local charities, and get more involved in my community.

When I’m not at work I’m probably…

Spending time with my kids, Brittany and Carter; watching Carter’s XC and track meets, hanging out with friends and family, volunteering at a local charity, hiking or running trails, attending outdoor summer concerts, enjoying a glass of wine, planning my next vacation, camping at an Indiana State Park, dancing at a local club, baking cookies, or reading a good book.

My Credos or favorite quotes
“Our greatest freedom is the freedom to choose our attitude.” Viktor Frankl

Our lives are not determined by what happens to us but by how we react to what happens, not by what life brings us, but by the attitude we bring to life. A positive attitude causes a chain reaction of positive thoughts, events, and outcomes. It is a catalyst, a spark that creates extraordinary results. -Anon.

“When we say yes to something, we say no to something else.” Stephen Covey

“Everybody is a genius. But if you judge a fish by its ability to climb a tree, it will live its whole life believing it is stupid.” Albert Einstein

Kolbe Index: 8-6-4-2

Top 5 Strengths:

Input
Positivity
Restorative
Woo
Activator

Connect with me:

Email Kelly
Phone: 317.805.0872

Michael Saccucci

Michael Saccucci

Why I knew Watermark was the place for me

Watermark goes above and beyond to establish meaningful relationships with both its clients and employees. As a new hire, I felt extremely comfortable around everyone and was able to work with and gain experience from all levels of management right from the start.

Favorite aspect of what I do

It’s enriching to have the opportunity to actually meet business owners, shake their hand, have a conversation, and see value in what I’m doing on a regular basis.

What inspires me, or what am I passionate about

I’m truly driven by helping others and doing everything I can for those around myself. My big inspirations are my Mom, Dad, Sister, and friends.

When I’m not at work I’m probably…

Spending time with friends, shooting hoops, playing baseball, or cooking.

My Credos or favorite quotes

“I can accept failure, everyone fails at something. But I can’t accept not trying” – Michael Jordan

Kolbe Index: 6-7-2-6

Top 5 Strengths:

Individualization
Achiever
Developer
Restorative
Positivity

Nancy Skinner

Nancy Skinner

Why I knew Watermark was the place for me

I knew Watermark was the place for me by the people it attracted. Not only is the firm extremely service oriented, but my coworkers are as well. That is a quality I truly admire and am passionate about. The partners have done an amazing job creating a culture that promotes both personal and professional growth.

Favorite aspect of what I do

Every day offers something new and different. I not only love the diversity of my tasks, but the challenges as well.

What inspires me, or what am I passionate about

My family, helping others and working alongside others to make our small place in this world a little brighter.

When I’m not at work I’m probably…

Spending time with my family, working in the yard, eating my way through various cities, volunteering or binge watching something on Netflix.

My Credos or favorite quotes

Let peace begin with me.

Be where your feet are.

Kolbe Index: 4-7-6-4

Top 5 Strengths:

Adaptability
Developer
Empathy
Harmony
Maximizer

Connect with me:

Email Nancy
Phone: 317.805.0862

Rick Skinner

Rick Skinner

Why I knew Watermark was the place for me

I was looking for a company that was team-oriented and shared my business ethics and values to partner with. First I explored The Watermark Group website and was inspired by the staff profiles and business philosophy of the company. That led to the next step, which was meeting with the partners to discuss the possibility of a business relationship. After meeting with Mark Vollmer and Jeff Curtis it didn’t take long to realize this was the place for me. They immediately made me feel like a part of the team and right at home.

Favorite aspect of what I do

Serving people and helping them achieve their financial goals and objectives. I really enjoy developing long lasting business relationships, which often turn into long lasting friendships.

What inspires me, or what am I passionate about

What inspires me is the confidence and trust my clients have in me as their advisor and fiduciary. It’s very humbling and inspires me to not just say I will act in their best interest, but actually do it.

When I’m not at work I’m probably…

Spending time with family and friends
Spoiling my grandchildren
Attending a soccer game with my sons and grandson
Vowing to play more golf and do more fishing

My Credos or favorite quotes

“Wealth from get-rich-quick schemes quickly disappears; wealth from hard work grows over time.” Proverbs 13:11

“People should be more concerned with the return of their principal than the return on their principal.” Will Rogers

Kolbe Index: 7-7-2-3

Top 5 Strengths:

Harmony
Developer
Achiever
Responsibility
Connectedness

Connect with me:

Email Rick
Phone: 317.805.0858

Matt Turk

Matt Turk

Why I knew Watermark was the place for me

Watermark has a great culture and a team who take a genuine interest in your career and development as a professional. Watermark provides us with the opportunity to grow and learn each day.

Favorite aspect of what I do

My favorite aspect is learning about each client’s business and getting to know them on a personal level. I love that we provide excellent service and are able to build a genuine connection with all of our clients.

What inspires me, or what am I passionate about

I am passionate about giving back to the community and being a team player who can contribute to any task.

When I’m not at work I’m probably…

Doing carpentry work, golfing, or hanging out with friends and family,

My Credos or favorite quotes

The most important thing is to enjoy your life – to be happy, love others and follow your heart – it’s all that matters.

Kolbe Index: 8-7-1-5

Top 5 Strengths:

Achiever
Learner
Analytical
Responsibility
Discipline

Connect with me:

Email Matt
Phone: 317.805.0822

Jay Utterback

Jay Utterback

Why I knew Watermark was the place for me

I like David better than I do Goliath… always have.

Favorite aspect of what I do

My favorite aspect is being an invited sounding board and advisor for business owners who have their skin in the matter.

What inspires me, or what am I passionate about

Preservation, restoration, and deliverance to tomorrow.

When I’m not at work I’m probably…

Someplace else.

My Credos or favorite quotes.

“If the natural tendencies of mankind are so bad that it is not safe to permit people to be free, how is it that the tendencies of these organizers are always good? Do not the legislators and their appointed agents also belong to the human race? Or do they believe that they themselves are made of a finer clay than the rest of mankind?” Bastiat

Kolbe Index: 6-4-6-4

Top 5 Strengths:

Deliberative
Learner
Achiever
Context
Self-Assurance

Connect with me:

Email Jay
Phone: 317.805.0806

Mark Vollmer

Mark Vollmer

Why I knew Watermark was the place for me

I’m one of the founders! The other two founders are guys that I highly respect, first as men, and secondly as professionals, and I knew that because of their character, the way they value relationships, and the manner in which they serve their clients, I had to be associated with this group.

Favorite aspect of what I do

I enjoy working with a group of principle-centered people who highly value relationships inside and outside of the firm. There is great freedom in an environment with a high degree of trust and support, and it has encouraged me to venture into places that I otherwise might not have gone.

What inspires me, or what am I passionate about

Watching people “get it”. I get a kick out of people who, when stretched beyond their comfort zone, begin to see issues and situations in a new way, and find answers that they formerly could not have imagined.

I am inspired by people willing to take responsible risks – even when the ultimate outcome is unknown. I believe that you can only analyze a situation for so long, and then at some point, you must rely on your faith and step out boldly in the direction that you are being called. Life does not have to be “safe” and we all will face a point in time when we must act in faith or sadly turn from it. I am energized when I encounter people who have acted out of faith even when it did not make perfect sense at the time, and especially when it resulted in failure from the “world’s perspective”.

I also admire the passionate way that my partners approach life: in the way they work, in the manner they interact with their families, and in their commitment to changing the world.

I am ultimately inspired by my wife, who relentlessly cares for our family and encourages all of us “boys” to be more and accomplish more than we believe we can. She is a continual support to me and balances my “seat of the pants” approach.

When I’m not at work I’m probably…

I am probably watching a soccer match…either as a fan or as a referee. I would love to be found at Wrigley Field more frequently.

My Credos or favorite quotes

“Don’t ask yourself what the world needs. Ask yourself what makes you come alive, and go do that, because what the world needs is people who have come alive.” Gil Bailie

“It is not the critic who counts, nor the man who points how the strong man stumbled or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena; whose face is marred by dust and sweat and blood; who strives valiantly…who knows the great enthusiasms, the great devotions, and spends himself in a worthy cause; who, at best, knows the triumph of high achievement; and who, at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who know neither victory nor defeat.” Theodore Roosevelt, 1910

“Whether you believe you can do a thing or not, you are right.” Henry Ford

Kolbe Index: 6-4-8-2

Top 5 Strengths:

Relator
Arranger
Adaptability
Futuristic
Self-Assurance

Connect with me:

Email Mark
Phone: 317.805.0810

Sheila Wyant

Sheila Wyant

Why I knew Watermark was the place for me

I knew Watermark was the place for me the first time I sat down with Mark and Heidi. They made me feel as if I was part of the team from the very first moment I met them. The culture at Watermark is one of kindness, respect, trust and an overall support for your personal and professional growth. The way that Watermark gives back to their community is very inspiring. I am looking forward to exploring this volunteering opportunity that has been given to me. Every day I come to work, my decision to join the Watermark team is reinforced by the interaction that I have with my fellow colleagues and partners. They are very welcoming and encouraging where everyone supports each other for the overall good of the company.

Favorite aspect of what I do

As a part of the Accounting and Process Solutions Group (APS), I am constantly challenged with new opportunities to learn. I love meeting different clients and learning about their business. I enjoy sharing the knowledge that I have gained throughout my years in public accounting and industry. It is rewarding at the end of the day to feel that you have made an impact in someone’s day-to-day life. Accounting is like a maze to me. There are several twists and turns that you need to make and you may have to turn around and try again, but in the end when you solve the problem you feel successful and rewarded as you would if you found your way out of a maze.

What inspires me, or what am I passionate about

I am inspired by my kids. I love the way they go about solving problems and looking at the world. Listening to their views causes me to pause and consider different aspects that I may have never considered before. They are wise beyond their years and inspire me to be a better person every day.

When I’m not at work I’m probably…

When I’m not at the office, I am probably doing a class at the gym or running. On a nice day, I love to sit by the pool with a great book. I enjoy spending time with family, friends, and dogs. I’m always up for a good movie or binge watching one of my shows.

My Credos or favorite quotes
“Failure is just another way to learn how to do something right”
Marian Wright Edelman

“God, grant me the serenity to accept the things I cannot change,
Courage to change the things I can,
And wisdom to know the difference.”
Reinhold Niebuhr

“Experience is a hard teacher because she gives the test first, the lesson afterward.”
Vernon Law

Kolbe Index: 8-6-3-4

Top 5 Strengths:

Learner
Achiever
Developer
Input
Consistency

Connect with me:

Email Sheila
Phone: 317.805.0846

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Contact us to find out more

5975 Castle Creek Parkway North Drive, Suite 355
Indianapolis, IN 46250

Phone: 317.805.0805
Fax: 317.805.0802

Please contact us using the form to the right . Someone will respond within one business day.

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