James Bott

James

Melissa A. Duncan

Melissa

Mark Lammers

Mark

Elisabet

Elisabet

Jay Utterback

Jay

Tony Bultinck

Tony

Nate Everett

Nate

Gary Lents

Gary

Kelly Perry

Kelly

Mark Vollmer

Mark

Nathan

Nathan

Carrie Jacobs

Carrie

Theresa Leon

Theresa

Michael

Michael

Luke Webber

Luke

Hilary

Hilary

Heidi Jennings

Heidi

Nichole Linville

Nichole

Logan

Logan

Sheila Wyant

Sheila

Gabe Cotton

Gabe

Chris Knox

Chris

Ryan McCrory

Ryan

Maggie Schoonveld

Maggie

Jeff Curtis

Jeff

Michael Krumme

Michael

Rachel

Rachel

Rick

Rick

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

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TonyBultinckTony 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

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NathanFullNathan 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

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Hilary ClendenningHilary Clendenning

Why I knew Watermark was the place for me

When I first started with Watermark in 2012, I instantly felt like an important part of the team. As I have progressed in my career here, I have developed strong working relationships with my teammates and my clients, challenging me to grow both professionally and personally, while using my problem-solving skills and experience to benefit my team, my clients and my community.

Favorite aspect of what I do

Since starting my career in public accounting in 2007, I haven’t had a dull or repetitive day. Constant changes in technology, the economy, legislative agendas, and accounting standards demand we be flexible, nimble and have an up-to-date skill set. Each client, each project and each year bring new and unique opportunities to provide our clients the experienced know-how needed to help propel them ahead of the curve and allow us to go above and beyond compliance work.

What inspires me, or what am I passionate about

I am inspired by courage, hard work, doing the right thing and helping others. Fortunately, my career allows me to put this inspiration to work and have a career about which I am passionate. From working with college-aged interns to Watermark’s community service focus to helping businesses work through succession plans, I get to help others by going the extra step for them, by thinking about them beyond their current needs, and by being an advocate for financial literacy and economic clarity throughout the community.

When I’m not at work I’m probably…

… Spending time with my family. Between homework, practices, club meetings, walking the dogs, volunteering, gardening, and cooking, I try to find time for reading, swimming, yoga and hiking!

My Credos or favorite quotes

“There is nothing permanent except change.” Heraclitus

“Do not go where the path may lead, go instead where there is no path and leave a trail.” Ralph Waldo Emerson

“Don’t judge each day by the harvest you reap but by the seeds that you plant.” Robert Louis Stevenson

“Teach us to give and not to count the cost.” Ignatius of Loyola

“For it is in giving that we receive.” Francis of Assisi

Kolbe Index: 9-8-2-2

Top 5 Strengths:

Achiever
Learner
Analytical
Intellection
Relator

Connect with me:

Email Hilary
Phone: 317.805.0844

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Gabe CottonGabe 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

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Jeff CurtisJeff 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

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Melissa A. DuncanMelissa 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

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Nate EverettNate 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

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Carrie JacobsCarrie 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

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Heidi JenningsHeidi 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

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Chris KnoxChris Knox

Why I knew Watermark was the place for me

Everyone I talked to about the move to Watermark had great things to say about the leadership in place. It was apparent from the outset that everyone involved with Watermark was on the same page as far as the types of clients we serve, and the importance we place on providing the best service possible for them.

Part of providing the best possible service to your clients is having the unconditional support of the firm to trust you in doing what you think is best for them. At Watermark, this is definitely the case.

Favorite aspect of what I do

Part of why I made the move to Watermark is the opportunities I have to work with family enterprises, not just on their financial reporting and tax returns, but on helping them improve their business operations and identifying potential opportunities for growth. As an accountant, it is no problem to churn out a financial statement or tax return; but what I really enjoy is providing advice, an opportunity, or a recommendation that makes their business more successful.

What inspires me, or what am I passionate about

Helping others. Whether it be professionally or personally there is no better feeling than helping a good person become better.

When I’m not at work I’m probably…

Hanging out with my fantastic family: Kim, daughters Emily and Addison and son Cameron. If I’m not with them I’m probably chasing a little white ball all over creation.

My Credos or favorite quotes

“Your children will become what you are; so be what you want them to be.”
 David Bly

“Happiness is not a destination. It is a method of life.”
 Burton Hills

Kolbe Index: 8-7-3-2

Top 5 Strengths:

Harmony
Empathy
Positivity
Consistency
Developer

Connect with me:

Email Chris
Phone: 317.805.0838

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Michael KrummeMichael Krumme

How I knew Watermark was the place for me

During the interview process and within my first couple of weeks at Watermark, I could tell that management was passionate about what they do and also wanted to help each employee grow both professionally and personally.

Favorite aspect of what I do

At Watermark I am able to be involved in many different areas of accounting, which allows me to continually develop and become a more rounded accountant.

What inspires me, or what am I passionate about

I am passionate about working hard and gaining as much experience as possible.

When I’m not at work I’m probably…

Watching or attending a sporting event or concert, playing golf, riding my bicycle, or spending time at the lake with family and friends.

My Credos or favorite quotes
“There may be people that have more talent than you, but there’s no excuse for anyone to work harder than you do.” Derek Jeter
“Never give up! Failure and rejection are only the first step to succeeding.” Jim Valvano

Kolbe Index: 9-6-2-3

Top 5 Strengths:

Context
Harmony
Responsibility
Focus
Consistency

Connect with me:

Email Michael
Phone: 317.805.0828

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Mark LammersMark Lammers

Why I knew Watermark was the place for me

For a number of years I had observed firsthand the integrity, professionalism and humility with which Watermark’s partners and staff interacted with their clients and each other. I knew I wanted to be a part of that environment.

Favorite aspect of what I do

Helping individuals and advisors with objective, clear and detailed solutions to life, disability and long-term care insurance needs.

What inspires me, or what am I passionate about

Watching my kids mature and take on new responsibilities and develop a healthy sense of independence. I am inspired by the beauty and grandeur of nature that God has provided for our immense enjoyment.

When I’m not at work I’m probably…

I enjoy spending time with family and friends, reading a good novel, enjoying a good wine and exercise.

My Credos or favorite quotes

“Some memories are realities and are better than anything that pen to one again.” Willa Cather

“As the family goes, so goes the nation and so goes the whole world in which we live.” Pope John Paul II

Kolbe Index: 5-7-6-3

Top 5 Strengths:

Context
Learner
Connectedness
Empathy
Developer

Connect with me:

Email Mark
Phone: 317.805.0842

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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

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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

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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

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Ryan McCroryRyan 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
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Rachel MuddRachel 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

Connect with me:

Email Rachel
Phone: 317.805.0882

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Elisabet Murray

Elisabet Murray

Why I knew Watermark was the place for me

Watermark is the right place for me because of the combination of great people, clients and new challenges. At Watermark, I am afforded the opportunity to pursue my career goals while working in a flexible work arrangement that allows me to keep a well-balanced work-life schedule.

Favorite aspect of what I do

Working with a great group of people to service family businesses in all aspects of their operations.

What inspires me, or what am I passionate about

I am passionate about building lasting relationships with people and learning new tasks.

When I’m not at work I’m probably…

Spending time with my family and friends, running my boys to their activities, traveling, golfing or behind my camera.

My Credos or favorite quotes
Do what it takes to be happy!

Kolbe Index: 6-8-4-3

Top 5 Strengths:

Learner
Context
Empathy
Focus
Positivity

Connect with me:

Email Elisabet
Phone: 317.805.0832

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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

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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

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Logan Schiff

Why I knew Watermark was the place for me

During the interview I could tell how passionate the partners were about their work and clients. I knew they would provide me with the necessary guidance and tools to help me succeed not just at my career goals but also any goals I have outside of work.

Favorite aspect of what I do

I enjoy the challenging environment and the opportunity for building client relationships. Watermark allows me to develop skills in different areas of public accounting which allows me to see projects through from beginning to end.

What inspires me, or what am I passionate about

What inspires me is the opportunity to better myself.

When I’m not at work I’m probably…

I am probably watching some type of athletic event or golfing.

My Credos or favorite quotes

That life is way too short and unpredictable to put off what I really want out of it.

Kolbe Index: 9-6-2-3

Top 5 Strengths:

Analytical
Achiever
Focus
Competition
Learner

Connect with me:

Email Logan
Phone: 317.805.0836

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Maggie Schoonveld

Why I knew Watermark was the place for me

The Watermark Group has a reputation for being an employee and family oriented company, and a company of high ethical standards when working for their clients. That is exactly the type of work environment I wanted to be a part of long term.

Favorite aspect of what I do

I admire the focus and sense of purpose that drives the partners and staff, and I am happy to be able to help them deliver a great product and service to each client.

What inspires me, or what am I passionate about

My faith, my family, and doing the best job I can at whatever task I am involved in, whether at work, home, or in the community.

When I’m not at work I’m probably…

With my daughter, working around my house, gathering with my extended family for fun, food, and fellowship, or, with the exception of the winter months, in my happy place on my porch!

My Credos or favorite quotes

“Work hard and cheerfully at all you do, just as though you were working for the Lord and not merely for your masters.” Col 3:23 (TLB)

“We shall never know all the good that a simple smile can do.” Mother Teresa

Kolbe Index: 8-7-2-5

Top 5 Strengths:

Harmony
Belief
Consistency
Connectedness
Achiever

Connect with me:

Email Maggie
Phone: 317.805.0820

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RickSkinner (2)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

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Jay UtterbackJay 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

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Mark VollmerMark 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

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Luke WebberLuke Webber

Why I knew Watermark was the place for me
Good people with good ideals who want to make a positive impact in the business community and the lives of their employees founded Watermark – and as long as that’s what they’re selling, I’ll be buying!

Favorite aspect of what I do

It has to be working toward success as a part of a team. There is just something satisfying about working with your peers to achieve a common goal.

What inspires me, or what am I passionate about

I think people inspire me more than anything, and that inspiration has helped me develop a passion for helping others and trying to make life a little bit more enjoyable in any way possible.

When I’m not at work I’m probably…

Playing some sort of game. Whether it is basketball, cards, fantasy football, video games or cornhole – I just can’t get enough friendly competition!

My Credos or favorite quotes
“There’s something immoral about abandoning one’s own judgment.”

Kolbe Index: 6-8-3-3

Top 5 Strengths:

Adaptability
Harmony
Developer
Belief
Empathy

Connect with me:

Email Luke
Phone: 317.805.0830

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Sheila WyantSheila 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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