Our Staff

Your Watch Group is a network of professionals, specializing in Employee Benefits, Insurance, Business and Personal Financial Planning and Related Investment Services, tailored to your needs and objectives


Donna Buchanan

Donna is founder and principal at Investment Watch, LLC.  She is an Investment Advisor Representative holding a Series 63, 65 and 7 Securities License along with a Life Health and Annuities License.  Donna is committed to forming long-lasting relationships with clients while helping them to meet their goals through customized strategies.  Prior to establishing the company in 1992, Donna was a Branch Manager in the banking industry.  She has her Bachelors of Science from Washington College, Masters from Loyola University and is pending her Cumulative Exam with College for Financial Planning Curriculum.  Donna is married to her business partner, Phil and have 3 wonderful daughters.

donnab@benefitwatch.com

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Phil Buchanan

Co-founder and principal at Your Watch Group, Phil is a hands-on business owner, ensuring clients receive the utmost in service and expertise in the group and individual insurance, property & casualty and financial services markets.  Prior to Your Watch Group, Phil held multiple positions in the banking industry. He also maintains sales experience at CareFirst Blue Cross Blue Shield. Phil is a Chartered Life Underwriter and is a Securities Licensed – Series, 63, 65 and 6 – Registered Investment Advisor. Phil completed his Master of Business Arts in 1992 at Loyola College in Baltimore. Phil retired as a Major from the United States Army Reserve in 2005. He actively serves on several business partners and charitable organizations.

philb@benefitwatch.com

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Debby Hailey Otte

Part of the team since 2002, Debby helps grow our client base at Your Watch Group as the Business and HR Manager.  In the insurance field for more than 20 years, she is Life and Health Insurance licensed.  Her diverse background includes experience with various life insurance carriers, third-party administrators, as well as tax preparation.

debbyh@benefitwatch.com

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Megan Calder

Megan joined Benefit Watch, LLC in December 2015 as the Account Manager for the Employee Benefits department.  With an extensive administrative background in employee benefits and Life and Health Insurance licensed, Megan’s main priority is building client relationships and supporting continuity between our groups, their employees and the carriers.

meganc@benefitwatch.com

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Sheila Coon

Sheila Coon joined Investment Watch, LLC in March 2015.  Sheila manages client relationships and helps support all facets of the advisory process and client experience.  She works with new and existing clients to service all financial requests and inquiries and coordinates transactions and documentation while maintaining investment records.  She acts as the company liaison with custodians, investment managers and other outside agencies.  Sheila speaks Spanish fluently.  She holds a Series 6 Securities license and a Property and Casualty license.  Other licenses to follow in the near future.  Prior to joining the team at Investment Watch, Sheila held multiple positions in Banking, Investment Operations, Insurance and Travel Industry.  She volunteered at her local church as a Sunday school teacher, inner city outreach leader and VBS Director.  She is the proud mother of one daughter, whom she refers to as her “gift from God”. She enjoys spending her leisure time with her family and friends.

sheilac@benefitwatch.com

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