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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.

 

Maya Arseneau

Chief of Staff

Justin Arfsten

Advisor

Alex Carlson, CRPC®

Advisor

Nicole Cherry

Portfolio Administrator

Courtney Eisenbraun

Client Experience Advisor

Alexander Eisch

Planning 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

Medicare Specialist

Alaina Haasl

Client Experience Support Associate

Mike Hagen, CRPC®

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

Chris Kaufman, CFP®, CRPC®

Advisor

Sarah Kaufman, MBA

Client Operations Lead

Kersten Kohnen

Director of People & Culture

Elijah Kovar, RICP®, CPC, ELI-MP

Director of Sales, Advisor

Mandy Kuehn

Portfolio Administrator

Timothy LoStracco

Planning Advisor

Joshua Legband, AWMA®, CRPC®, RICP®

Advisor

Dan Molenaar

Advisor

Lindsey Riess

Project Manager

Michael Palumbo

CEO

Stacia Staska

Human Resources & Office Coordinator

Nicholas Podkopacz

Staff Accountant

Zoey Siddons

Marketing Coordinator

Matthew Schwartz, CFP®, CRPC®

Director of Operations, Advisor

Isiah Smith

Systems and Technology Lead

Risa Steiger

Client Experience Team Lead

Michael Swanson

Planning Advisor

Ethan Stone

Account Administration Associate

Andy Waller

Director of Finance

Joseph Turner

Advisor

Lexey Westlund

Marketing Team Lead

Marie Zeidler

Office Manager

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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Do you have specific questions about your next phase in life? How can we help?

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