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Phoenix, AZ 85054

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Tyler Brilinski has over 25 years experience in the financial services industry. He is a graduate of Grand Canyon University and has earned professional financial designations of a CERTIFIED FINANCIAL PLANNER™ (CFP®)...

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James L. Bruce

Director of Estate Planning and Administration


James has been in financial services for more than twenty years and is a founding member and partner at Watermark Wealth Strategies, LLC, founded January 2009. He and four his partners created the Watermark brand of companies in order...

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Tom graduated from Arizona State University in 1979 with a B.S. in Business Administration, and moved back to Scottsdale in 1994 after living in Vail, CO for 13 years, after having spent 8 of those years as a business owner in Vail....

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Laura Tripp

Executive Assistant to Tom Lundgaard and Tyler Brilinski


Laura Tripp has been in the financial services industry for over 17 years. Laura is a graduate of Indiana University with a Bachelor’s Degree in Fine Art and a Minor in Art History. She has also earned her Series 7, 24, 63, and 66...

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