Watermark Employee Benefits  About Us
Watermark Employee Benefits

The Watermark Edge

Our forward-thinking approach to employee benefit consulting allows us to successfully structure and implement creative programs for our clients.

Our Vision:

We work professionally and diligently to become the provider to partner with, in finding innovative benefit solutions.


Our Mission:
Our mission is to be responsive, proactive, and accurate with every situation. We look to introduce new benefit solutions and industry concepts to ensure the best solutions for every unique client.

We identify and help create an outline for our clients, focusing on short and long term objectives. Our goal is to successfully navigate our clients in the right direction. We value our clients and understand that this is the key to a long relationship.
Our Values:
By never compromising our core values, we will foster and maintain a healthy and productive environment for everyone. This will help to encourage our employees in both personal and professional development, and result in high client satisfaction and retention.

Watermark believes that we should:

• Never concede our corporate and personal integrity • Treat employees as equals to create a family-like environment
• Provide employees the ability to live a balanced life • Be committed to our clients and their employees
• Understand that the relationship is the key with our clients


Watermark Employee Benefits, LLC
   John J Woodward LUTCF, CBC
   Princor Registered Representative
   President
   Insurance Agent

John J. Woodward is the Founder and President of Watermark Employee Benefits, LLC and Watermark Investment Services, a custom solutions provider of employee benefits and investment services for businesses and individuals throughout West Michigan, including Grand Rapids, Grandville, Holland and Hudsonville. He has more than 8 years of senior level leadership experience in the private sector and another 13 years working with clients as a retirement income specialist.

In 1990, John partnered with The Principal Financial Group in Grand Rapids, MI and established Watermark Investment Services which remains ongoing today. In 1996, he joined VanTol, Magennis and Lang, Inc. a local Property and Casualty Agency, in which John became a Partner and the Vice President in 2004. In 2010, John established Watermark Employee Benefits, LLC.

John’s areas of expertise at Watermark Investment Services include: Defined Benefit Plans, Defined Contribution Plans, Taft Hartley Plans, Individual Retirement Plans, Financial and Estate Planning, and Investment Management.

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Watermark Employee Benefits
   Terri L. Woodward
   Insurance Agent

Terri L. Woodward is a licensed Life and Health Insurance Agent at Watermark Employee Benefits, LLC and Financial Advisor’s Assistant at Watermark Investment Services, a custom solutions provider of employee benefits and investment services for businesses and individuals throughout West Michigan, including Grand Rapids, Grandville, Holland and Hudsonville. She has more than 2 years experience in the private sector and another 6 years working with clients as an assistant to a financial advisor.

Terri’s past employment at Blackmer Pump for 13 years starting as an Inside Sales Specialist and promoted to Contract Administrator for the Military and Marine Division.

Terri’s areas of expertise at Watermark Investment Services include: working closely with current clients and prospects generating and managing the sales process of IRA's, including Education and Retirement Plan rollovers. Prepares custom reports for Group Retirement Plan reviews.

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Watermark Employee Benefits
   Zac Woodward
   Princor Registered Representative
   Insurance Agent
   “A Referral Based Advisor”

Zac Woodward is our newest producer to Watermark Investment Services. He recently graduated from Northwood University in May of 2012 with a Bachelors of Business Administration degree, dual majoring in Banking/Finance & Management. Zac has worked with Watermark Investment Services full time since May of 2012.

Along with being an Advisor at Watermark Investment Services, Zac recently joined the Principal Financial Group as a Career agent located in the Cascade office. As a Princor Registered Representative and Financial Advisor, Zac is licensed to provide Insurance and Investment solutions.

Zac provides both individuals and business with the financial tools to achieve their goals and protect their dreams. He specializes in business planning services including: Retirement Income, Survivor Income, Business Protection, Income Protection, Exit Planning and Wealth Transfer.

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Watermark Employee Benefits
   Cheyenne R. Slachter
   Account Coordinator

Cheyenne R. Slachter began her career at Watermark Investment Services in 2012 as an Account Coordinator. Cheyenne is the assistant to the Financial Advisors at Watermark Investment Services, a custom solutions provider of investment services for businesses and individuals throughout West Michigan.

Cheyenne’s role at Watermark Investment Services includes working with clients and prospects, managing client transactions, implementing the investment process and assisting in the establishment of IRA’s, Education and Retirement Plans. She also assists with the establishment and management of life and disability insurance policies for Watermark Employee Benefits, LLC.

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