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.
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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.
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
Cameron Ensz
Client Experience Associate
Andy Fischer
Digital Marketing & Brand Manager, Designer
Nicholas Folstad
Client Experience Advisor
Nick Foulks
Advisor, Director of Marketing
Doug Goodmundson
Planning Advisor
Mike Hagen
Advisor
Justin Halverson, RICP®
Advisor, Chief Compliance Officer, Director of Research & Development
Taylor Hegna, CFP®
Planning Lead
Matt Hentges
Planning Advisor
Devon Johnson, CRPC®
Planning Advisor
Dana Johnston
Office Manager
Chris Kaufman, CRPC® CFP®
Planning Advisor
Sarah Kaufman
Client Operations Lead
Kersten Kohnen
Director of People & Culture
Elijah Kovar, RICP®
Advisor
Mandy Kuehn
Portfolio Administrator
Timothy LoStracco
Planning Advisor
Joshua Legband, CRPC®, RICP®
Advisor
Dan Molenaar
Advisor
Robert Muehlbauer
Marketing Data Analyst & Content Producer
Michael Palumbo
CEO
Nicholas Podkopacz
Accounting & Finance Specialist
Lindsey Riess
Project Manager
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
Michael Swanson
Planning Advisor
Joseph Turner
Advisor
Lexey Westlund
Marketing Team Lead
*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?