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
Vice President
Since Jim joined our team as Operations Manager he has used his extensive knowledge and…
Sue Wood
Waterstone Tax Service
A close and trusted friend of the Gallagher family for many years, Sue Wood began…
Amy Gallagher
Office Manager
Amy Gallagher has been with Waterstone Financial since the very beginning providing guidance and extra…
James Gallagher developed and refined a process to bring engineering principals to the retirement space. We use this process to Design, Build and Test integrated financial plans that structure income, optimize taxes, and assure effective wealth transfer. We continually monitor the plan and the investments making real-time adjustments as various life events unfold.
We call this process The Journey.
We call this process The Journey.