Expert Guidance for Your Home Financing Journey
Located conveniently on North McCarthy Road, the Waterstone Mortgage Appleton team has over 50 years of combined experience serving the Fox Valley and Green Bay. Led by Branch Managers Pam Beattie and Jeff Anklam, we don’t just close loans—we build financial strategies. Whether you are a first-time homebuyer looking for WHEDA assistance or a veteran utilizing your VA benefits, our in-house underwriting ensures your loan stays local and closes on time.
Clients served every year
Team members
Our Vision
Our vision is to be the most trusted and innovative mortgage solutions provider in multiple states. We are dedicated to empowering individuals and families to achieve their dream of homeownership with confidence and ease, making us the go-to mortgage lender in Wisconsin.
Our Mission
Our mission at Waterstone is to build lasting relationships with each client by providing exceptional service and personalized solutions for their home loan needs. We are committed to putting clients first, addressing their concerns with unwavering dedication to customer satisfaction.
Our focus has always been on what truly matters—CLIENTS! This commitment to excellence earned me recognition in SocialSurvey.com’s 2016 Top 25 in Client Satisfaction in the United States, a testament to the incredible support of this company and the trust of our clients.”
Our Commitment to Excellence: Core Values
Meet Our Team
Our philosophy is simple — hire a team of diverse, passionate people and foster a culture that empowers you to do you best work.
NMLS #279966
119 North McCarthy Road, Suite F, Appleton, WI 54913.
+9207505001 / 9203620159
Janklam@waterstonemortgage.com
NMLS #343340
119 North McCarthy Road, Suite F, Appleton, WI 54913.
+19207505001
pbeattie@waterstonemortgage.com
NMLS #10804
119 North McCarthy Road, Suite F, Appleton, WI 54913.
+19207505000
NMLS #277571
119 North McCarthy Road, Suite F, Appleton, WI 54913.
920.750.5007 / 920.851.5686
AKaufman@WaterstoneMortgage.com
NMLS #269649
119 North McCarthy Road, Suite F, Appleton, WI 54913.
920.750.7939 / 920.410.2646
PSchubert@WaterstoneMortgage.com
NMLS #2217996
119 North McCarthy Road, Suite F, Appleton, WI 54913.
920.257.4074 / 920.676.4332
RSchaller@WaterstoneMortgage.com
Tailored Mortgage Solutions to Meet Your Unique Needs
We’re not just a mortgage lender – we’re your trusted partners in making homeownership a reality. With a comprehensive understanding of the Wisconsin market and a dedication to providing personalized service, we’re here to help you find the perfect mortgage solution tailored to your needs. Let us guide you every step of the way towards securing the home of your dreams.
