About Us
We believe in educating you to make your own informed decisions
Watermark Financial is a team of financial professionals committed to conscientiously help clients navigate the finances of divorce with the emphasis on a positive workable outcome after divorce. We partner with the family law attorneys at various stages of divorce whether in a collaborative manner or a court battle.
With careful planning, we chart a course to walk you through the paperwork and guide you through the reality of your financial options so that you can move forward in a productive way to the next stage of your life with the peace of mind that you have made informed decisions.
Lisa Turbeville
Lisa Turveville, principal of Watermark Financial, received her Bachelor of Arts of from Carnegie Mellon University, practicing for over 30 years. Agent with the IRS. Her comprehensive expertise in financial planning, taxes, investments and insurance provide a strong foundation for analyzing the complex financial needs of high net worth clients. She also specializes in the financial aspects of divorce, is trained in collaborative law, litigation support, and provides expert testimony.
Her desire to provide compassionate and knowledgeable assistance allows her clients to feel more comfortable in making informed lifetime financial decisions.
Katie Markowski, CDFA, M.Ed
Katie received her Bachelor of Arts in English and History of Art & Architecture from the University of Pittsburgh. She then received her Master’s of Education, also from the University of Pittsburgh.
As a Financial Advisor, Katie works with individual clients to assess their financial needs and long term goals with a particular focus on helping younger clients get started in their financial lives. With a one-on-one relationship, she creates and implements effective, personalized strategies that will help them achieve their goals through budgeting and savings plans, investment strategies and tax management.
As a Certified Divorce Financial Analyst, Katie consults on divorce-related matters, helping either couples or individuals in the pre-, during- and post-divorce stages to sort out their finances. She is collaboratively trained, so she can act as a neutral for both parties or as an advocate for one party.
Katie also prepares tax returns, consults on estate planning and execution and provides insurance services.
She currently serves as Treasurer of the Board of Directors of the Bloomfield Development Corporation.
Michele Traficante
Michele received her Bachelor of Science in Marketing from Indiana University of Pennsylvania.
Michele is our Office Manager who prepares pertinent financial documents and processes client requests, maintains records and office compliance requirements, effectively communicates with our clients, creates marketing materials and assists with tax preparation.
