Your Goals Are Our Goals.
Our advisors actually work on salaries so they can stay focused on your success and not just earning a quick commission.
Specialized Advisors.
Our team is made up of specialized advisors that are experts in different areas of financial planning and are are readily available to connect with you. Why settle for the brain power of a single advisor?
Lifelong Partnership.
Life happens. Ensure your financial plan remains unaffected by life’s uncertainties – yours or your advisor’s.
Our Team.
Alex Carlson, CRPC®
Advisor
Justin Arfsten
Advisor
Maya Arseneau
Chief of Staff
Sara Ahrenholz
Duluth Office Administrator
Nicole Cherry
Portfolio Administrator
Craig Claggett
Account Administration Associate
Drew Dennis
Medicare & Insurance Specialist
Alexander Eisch
Planning Advisor
Courtney Eisenbraun
Client Experience Advisor
Cameron Ensz
Estate Planning Specialist
Andy Fischer
Digital Marketing & Brand Manager, Designer
Nicholas Folstad
Client Experience Advisor
Nick Foulks, CPC, ELI-MP
Advisor, Director of Marketing
Doug Goodmundson
Medicare Specialist
Alaina Haasl
Client Experience Support Associate
Justin Halverson, RICP®
Advisor, Chief Compliance Officer, Director of Research & Development
Taylor Hegna, CFP®
Planning Lead
Matt Hentges
Advisor
Imara Hixon
Advisor
Devon Johnson, CRPC®
Planning Advisor
Chris Kaufman, CFP®, CRPC®
Advisor
Sarah Kaufman, MBA, PMP®
Client Operations Lead
Marian Kolb
Account Administration Associate
Elijah Kovar, RICP®, CPC, ELI-MP
Director of Client Onboarding, Advisor
Joshua Legband, AWMA®, CRPC®, RICP®
Advisor
Timothy LoStracco
Planning Advisor
Alex Meehan CFP®
Senior Client Relationship Manager, Duluth Branch Manager
Dan Molenaar
Advisor
Hailee Nadem
Office Manager
Michael Palumbo
CEO
Nicholas Podkopacz
Staff Accountant
Lindsey Riess
Project Manager
Matthew Schwartz, CFP®, CRPC®
Director of Operations, Advisor
Stacia Staska
HR Generalist
Zoey Siddons
Marketing Coordinator
Isiah Smith
Systems and Technology Lead
Ethan Stone
Sr. Client Operations Associate
Michael Swanson
Planning Advisor
Joseph Turner
Advisor
Andy Waller
Director of Finance
Lexey Westlund
Marketing Team Lead
Brittany Zavala
Office Manager
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Great Waters Financial is engaged, or continues to be engaged, to provide investment advisory services
Have a Question?
Do you have specific questions about your next phase in life? How can we help?