James Gallagher
Founder and President
James Gallagher has nearly a decade of experience in the wealth management industry. His gift for…
Colleen Freedman
Client Relations
Colleen Freedman has been an invaluable member of the Waterstone Financial team since 2012. Her…
Jim Slager
Operations Manager
Jim is the newest member of the Waterstone team joining us in May 2017. He…
Sue Wood
Client Relations & Tax Prep
A close and trusted friend of the Gallagher family for many years, Sue Wood began…
Amy Gallagher
Office & Finance Manager
Amy Gallagher is a woman of extraordinary talent and taste who has provided guidance and…
We call this process The Journey.