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.
![](https://greatwatersfinancial.com/wp-content/uploads/2022/08/great-waters-financial.webp)
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.
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Discovery
How did you get here? What did you work for? Tell us your whole story. Accomplishments. Disappointments. Future dreams.
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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.
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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.
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Engagement
With your new plan in place, you are ready to take the next step and start Living Greatly!
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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.
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Maya-Arseneau-1b.jpg)
Maya Arseneau
Chief of Staff
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Justin-Arfsten-1b.jpg)
Justin Arfsten
Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Jacob-Barr-1b.jpg)
Jacob Barr, CFP®, CRPC®
Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Barry-Bigelow-1b.jpg)
Barry Bigelow
Advisor, Client Relationship Lead
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Alex-Carlson-1b.jpg)
Alex Carlson, CRPC®
Client Experience Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2024/01/Nicole-Cherry-1b.jpg)
Nicole Cherry
Portfolio Administrator
![](https://greatwatersfinancial.com/wp-content/uploads/2024/01/Lexi-Dirkes-1b.jpg)
Lexi Dirkes
Office Coordinator
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Alex-Eisch-1b.jpg)
Alexander Eisch
Trading Specialist
![](https://greatwatersfinancial.com/wp-content/uploads/2024/05/Courtney-1b-1-scaled.jpg)
Courtney Eisenbraun
Client Experience Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Cameron-Ensz-1b.jpg)
Cameron Ensz
Client Experience Associate
![](https://greatwatersfinancial.com/wp-content/uploads/2024/01/Andy-Fischer-1b.jpg)
Andy Fischer
Digital Marketing & Brand Manager, Designer
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Nick-Folstad-1b.jpg)
Nicholas Folstad
Client Experience Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Nick-Foulks-1b.jpg)
Nick Foulks, CPC, ELI-MP
Advisor, Director of Marketing
![](https://greatwatersfinancial.com/wp-content/uploads/2024/01/Doug-Goodmundson-1b-1.jpg)
Doug Goodmundson
Planning Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2024/05/Alaina-1b-1-scaled.jpg)
Alaina Haasl
Office Manager
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Mike-Hagen-1b.jpg)
Mike Hagen
Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Justin-Halverson-1b.jpg)
Justin Halverson, RICP®
Advisor, Chief Compliance Officer, Director of Research & Development
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Taylor-Hegna-1b.jpg)
Taylor Hegna, CFP®
Planning Lead
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Matt-Hentges-1b.jpg)
Matt Hentges
Planning Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2024/05/Imara-1b-1-scaled.jpg)
Imara Hixon
Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Devon-Johnson-1b.jpg)
Devon Johnson, CRPC®
Planning Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Chris-Kaufman-1b.jpg)
Chris Kaufman, CRPC® CFP®
Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Sarah-Kaufman-1b.jpg)
Sarah Kaufman, MBA
Client Operations Lead
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Kersten-Kohnen-1b.jpg)
Kersten Kohnen
Director of People & Culture
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Elijah-Kovar-1b.jpg)
Elijah Kovar, RICP®, CPC, ELI-MP
Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Mandy-Kuehn-1b.jpg)
Mandy Kuehn
Portfolio Administrator
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Tim-LoStracco-1b.jpg)
Timothy LoStracco
Planning Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Joshua-Legband-1b.jpg)
Joshua Legband, CRPC®, RICP®
Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Dan-Molenaar-1b.jpg)
Dan Molenaar
Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2024/05/Lindsey-1b-1-scaled.jpg)
Lindsey Riess
Project Manager
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Rob-Muehlbauer-1b.jpg)
Robert Muehlbauer
Marketing Data Analyst & Content Producer
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Mike-Palumbo-1b.jpg)
Michael Palumbo
CEO
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Nick-Podkopacz-1b.jpg)
Nicholas Podkopacz
Accounting & Finance Specialist
![](https://greatwatersfinancial.com/wp-content/uploads/2024/07/DSC07411-2-scaled.jpg)
Stacia Staska
Human Resources & Office Coordinator
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Matt-Schwartz-1b.jpg)
Matthew Schwartz, CFP®, CRPC®
Advisor, Director of Client Experience
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Zoey-Siddons-1b.jpg)
Zoey Siddons
Marketing Coordinator
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Chris-Sietstra-1b.jpg)
Chris Sietstra
Director of Finance
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Isiah-Smith-1b.jpg)
Isiah Smith
IT Systems Administrator
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Risa-Steiger-1b.jpg)
Risa Steiger
Client Experience Advisor Lead
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Ethan-Stone-1b.jpg)
Ethan Stone
Account Administration Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2024/05/Matt-1b-1-scaled.jpg)
Matt Stuessi
Account Administration Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Mike-Swanson-1b.jpg)
Michael Swanson
Planning Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Joe-Turner-1b.jpg)
Joseph Turner
Advisor
![](https://greatwatersfinancial.com/wp-content/uploads/2023/08/Lexey-Westlund-1b.jpg)
Lexey Westlund
Marketing Team Lead
![](https://greatwatersfinancial.com/wp-content/uploads/2024/05/Nikita-1b-1-scaled.jpg)
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
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