Meet Our Team

Mark G. Robinson – President and Chief Investment Officer

Mark has a passion for working with people and derives great satisfaction from helping them realize financial success and security.

As an active participant in the financial community since 1995, Mark has served as a Registered Investment Advisor for over 20 years. He began his career as an investment research analyst and progressed to a senior portfolio manager before founding The Watchman Group in 2004.

A native Texan, Mark earned a BA degree in finance and economics from the University of Texas at Dallas in 1994. He lives with his wife and two children in Plano, where he actively serves on various non-profit boards in the community. Mark is an avid golfer and also enjoys traveling, reading, and coaching youth sports.

 

Christopher Troseth, CFP® – Senior Wealth Manager

Chris is a CERTIFIED FINANCIAL PLANNERTM practitioner with over 20 years of experience in the securities business. Chris works with clients to help them achieve financial independence. He partners with clients to identify and address issues in the areas of estate, retirement, tax, charitable giving, insurance and investment planning.

Prior to joining The Watchman Group, Chris was the Senior Wealth Manager with a Registered Investment Advisory firm in North Texas managing $200 million in assets. He personally managed client relationships totaling $80 million in assets. Chris also held floor trading positions on the Chicago Board Options Exchange, worked as a Senior Trading Representative managing a block trading desk for Pershing Brokerage Co. and was a stockbroker for Brown & Co.

Chris received his CFP® designation in 2001 and has passed the General Securities Representative (Series 7) and Uniform State Law (Series 63) examinations. He enjoys soccer, tennis and mountain biking. Chris lives in McKinney with his wife and son.

 

Deana B. Webb - Operations Manager

Deana has been our operations manager since January 2005. In addition to the management of office operations, her responsibilities include client service, portfolio accounting, and client reporting. Prior to joining The Watchman Group, Deana worked in small business accounting and portfolio management roles for Peter A. Bugnacki, CPA®, CFP® for 12 years.

Born and raised in Georgia, Deana moved to Texas in 1988 and now lives in Plano with her husband and son. Her interests include reading, genealogy research, and working with children.

 

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The Watchman Group Total ViewTM
Personal Financial Dashboard

  • See a consolidated snapshot of all your personal financial accounts and information in one convenient place online.
  • Easily track information about your investments, retirement accounts, insurance policies, checking accounts, credit cards, loans, budgets, spending and more. Balances are updated daily.

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Your TD Ameritrade Institutional Accounts

  • See your statements and account information

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Your Vault

  • Easily store and access your documents online

 

Disclosure

THE WATCHMAN GROUP, INC. IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.

Investment Management

Our signature service is professional portfolio management. We work to fully understand your needs and objectives in order to design and manage your customized investment portfolios with the goal of producing the best possible results tailored to your risk and reward parameters. This approach offers several benefits for you.

In managing customized portfolios, we:

  • Tie your goals and risk/reward framework to your financial roadmap and investments
  • Invest to generate income streams that are timed to fit your needs
  • Manage your investments for your personal tax efficiency
  • Diversify your holdings
  • Use low cost investment strategies
  • Follow a disciplined, time tested approach

Stocks

We evaluate stocks from a fundamental business perspective to make investment decisions. Our goal is to invest in businesses with proven, highly skilled managers that have a track record of integrity and treating shareholders fairly – they reinvest earnings at above average returns that generate compelling compounded growth in shareholder value. We strive to own investments that have positive risk-to-reward characteristics to avoid taking unnecessary risk.

Ideally, we seek to manage a diversified portfolio of businesses that have an economic moat. An economic moat is a structural advantage that is inherent to a business – it allows the business to generate an excess economic return for an extended period of time. Warren Buffet, Chairman of Berkshire Hathaway, describes his vision of an economic moat:

“An economic moat is the competitive advantage that one company has over other companies in the same industry. The wider the moat, the larger and more sustainable the competitive advantage. By having a well-known brand name, pricing power, and a large portion of market demand, a company with a wide moat possesses characteristics that act as barriers against other companies waiting to enter the industry.”
– Warren Buffett

Fixed Income

We are equally selective when purchasing fixed-income securities. We analyze the following factors for each bond we purchase:

  • Issuer industry
  • Terms of the debt
  • Credit quality of issuer
  • Relative value of debt
  • Price sensitivity

We can build appropriate bond ladders in those accounts that require fixed-income investments in order to match your assets with future cash flow needs. Used in conjunction with a well-diversified portfolio of stocks, bonds can provide a hedge against volatility and be a useful tool to maximize current income.

Mutual Funds

For further portfolio diversification intended to lower risk and capture value, we also invest in mutual funds managed by firms that have demonstrated long-term success and are known for low cost fund management.

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5045 Lorimar Drive
Suite 200
Plano, TX 75093
Phone: 469-241-0122

Email: contact@watchmangroup.com

5045 Lorimar Drive
Suite 200
Plano, TX 75093
Phone: 469-241-0122

Email: contact@watchmangroup.com