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Our process of creating a solid financial plan is the foundation to living greatly.

Awareness and evaluation of financial assets are the beginning. Your team of individual professionals that analyze, advise, and serve you on all aspects of your wealth is paramount for delivering smart financial alignment to realize your future goals.

Our process of creating a solid financial plan is the foundation to living greatly.

Awareness and evaluation of financial assets are the beginning. Your team of individual professionals that analyze, advise, and serve you on all aspects of your wealth is paramount for delivering smart financial alignment to realize your future goals.

  1. Discovery

    How did you get here? What did you work for? Tell us your whole story. Accomplishments. Disappointments. Future dreams.

  2. Plan Analysis

    Building off our discovery and after analyzing your financial position, we create a year-by-year projection supported by customized strategies of reaching your “next chapter” goals.

  3. Blueprint

    Placing your existing portfolio side-by-side your newly developed plan will show how the vision of your future is easily realized including complete transparency of our fee structure.

  4. Engagement

    With your new plan in place, you are ready to take the next step and start Living Greatly!

  5. Strategy

    Your client servicing team will help get your accounts set up, funded, and assist with any ongoing needs relative to your portfolio. As needed, reviews will be initiated to make sure you’re living greatly and pivot as needs arise.

Our Team.

 

Justin Arfsten

Advisor

Maya Arseneau

Chief of Staff

Jacob Barr, CFP®, CRPC®

Advisor

Barry Bigelow

Advisor, Client Relationship Lead

Alex Carlson, CRPC®

Client Experience Advisor

Nicole Cherry

Portfolio Administrator

Lexi Dirkes

Office Coordinator

Alexander Eisch

Trading Specialist

Courtney Eisenbraun

Client Experience Advisor

Cameron Ensz

Client Experience Associate

Andy Fischer

Digital Marketing & Brand Manager, Designer

Nicholas Folstad

Client Experience Advisor

Nick Foulks, CPC, ELI-MP

Advisor, Director of Marketing

Doug Goodmundson

Planning Advisor

Alaina Haasl

Office Manager

Mike Hagen

Advisor

Justin Halverson, RICP®

Advisor, Chief Compliance Officer, Director of Research & Development

Taylor Hegna, CFP®

Planning Lead

Matt Hentges

Planning Advisor

Imara Hixon

Advisor

Devon Johnson, CRPC®

Planning Advisor

Dana Johnston

Office Manager

Chris Kaufman, CRPC® CFP®

Advisor

Sarah Kaufman

Client Operations Lead

Kersten Kohnen

Director of People & Culture

Elijah Kovar, RICP®, CPC, ELI-MP

Advisor

Mandy Kuehn

Portfolio Administrator

Timothy LoStracco

Planning Advisor

Joshua Legband, CRPC®, RICP®

Advisor

Dan Molenaar

Advisor

Lindsey Riess

Project Manager

Robert Muehlbauer

Marketing Data Analyst & Content Producer

Michael Palumbo

CEO

Nicholas Podkopacz

Accounting & Finance Specialist

Matthew Schwartz, CFP®, CRPC®

Advisor, Director of Client Experience

Zoey Siddons

Marketing Coordinator

Chris Sietstra

Director of Finance

Isiah Smith

IT Systems Administrator

Risa Steiger

Client Experience Advisor Lead

Ethan Stone

Account Administration Advisor

Matt Stuessi

Account Administration Advisor

Michael Swanson

Planning Advisor

Joseph Turner

Advisor

Lexey Westlund

Marketing Team Lead

Nikita Zholtok

Trading Associate


*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?

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