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About Our Team
lisa turbeville, financial advisor, pittsburgh, divorce, taxes

Lisa Turbeville, CFP®, CDFA, EA

Lisa Turbeville, principal of Watermark Financial, received her Bachelor of Arts from Carnegie Mellon University. Practicing for over 30 years, she is a Certified Financial Planner®, a Certified Divorce Financial Analyst and an Enrolled 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.

Lisa is a member of the Executive Women's Council, CLASP – Collaborative Law of Southwest PA, The Institute for Divorce Financial Analysts, and a graduate of Leadership Pittsburgh. She currently serves on the board of Family Hospice and is a founding member of Giving2Grow. 

Katie Markowski, CDFA

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 is a member of CLASP (Collaborative Law Association of Southwestern Pennsylvania) and currently serves as Treasurer of the Board of Directors of the Bloomfield Development Corporation. 


Michele A. Traficante

Michele A. Traficante received her Bachelor or Science degree 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.


barbara szefi, pittsburgh, tax preparation
Barbara Szefi, EA

Barbara Szefi received her Bachelor of Science degree in mathematics from Michigan Technological University. She also has an accounting certificate from the University of Pittsburgh and received the Enrolled Agent designation from the IRS.

Barb was our Office Manager for more than 20 years and is now enjoying semi-retirement, but comes back to the office during tax season to help us with the preparation of our clients’ tax returns. 
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IMPORTANT DISCLOSURES

Securities and advisory services offered through SagePoint Financial, Inc., member FINRA and SIPC. A registered broker-dealer and Investment Adviser.   Insurance and Tax services offered through Watermark Financial, which is not affiliated with SagePoint Financial, Inc.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.



This communication is strictly intended for individuals residing in the state(s) of CA, FL, MA, MO, NY, NC, OH, PA, RI, SC, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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