Book a Speaker From Great Waters Financial
Inspire your audience with insights from our team. Whether for a community event, workshop, or corporate gathering, our speakers deliver valuable knowledge and perspective.
Why choose Great Waters Financial speakers?
Our team combines financial expertise with real-world experience, offering presentations that are engaging, practical, and tailored to your audience.
Retirement Planning
Our team can teach you the key components for building and executing a strong financial plan that allows you to live life with freedom to spend as they have for thousands of families.
Tax Strategies
Everyone wants to keep more of what they earn and save. This keynote hits the critical areas to consider when building a retirement plan that minimizes taxes and maximizes your future.
Medicare and Healthcare Planning
When your health insurance goes from your employer to the government or a private plan a lot of changes occur. Hear the facts and know the next steps to be successful in this major transition.
Life Planning and Purpose in Retirement
There is a whole other side of preparing for retirement beyond the numbers. How do you continue to find purpose and growth after your career is over? Learn from Certified Life Coaches about the changes and opportunities available to you when entering your next chapter of life.
Investing and Asset Management
Investing is beyond buying stocks and bonds. Your investments are tools that should help you accomplish specific goals. In this talk our speakers breakdown the mental, emotional, and financial landscape that must be crossed to build a powerful and purposeful portfolio.
Health and Wellness
Your health is your wealth! Building a plan to mitigate risk for your mental, emotional, and physical wellbeing is just as important as your portfolio. Hear how to take inventory and create practical strategies for maintaining and improving your health and wellness.
Featured Speakers
Meet our talented speakers ready to inspire you.
Nick Foulks is an experienced financial Advisor, Certified iPEC Life Coach, professional speaker, and published author who brings clarity, conviction, and care to every conversation. At Great Waters Financial, he combines his coaching mindset with a deep understanding of what drives people, helping clients align their lives and finances with their values.
Known for his down-to-earth approach and compelling delivery, Nick has a unique ability to turn insight into action. Whether he’s on stage or meeting one-on-one, he inspires with stories, equips with strategy, and encourages people to move forward with purpose. His work isn’t just motivational. It’s transformational. Nick joined Great Waters to help close the gap between financial freedom and meaningful direction. He works alongside clients to navigate change, uncover potential, and define what it means to truly Live Greatly®.
A Wisconsin native, Nick lives greatly as a proud father of four and a dedicated basketball coach. These are roles that reflect the heart, hustle, and intentionality he brings to every part of life. Whether leading a team, guiding a client, or inspiring a room, Nick’s goal is the same: help people live fully, lead boldly, and make the most of what matters.
Justin, as Director of Innovation & Impact at Great Waters Financial, is dedicated to enhancing client service through the research, vetting, and development of new initiatives. With his Retirement Income Certified Professional® (RICP®) designation, he combines strategic insight with a commitment to helping individuals live more intentional lives.
Justin co-founded Great Waters Financial in 2012 driven by a singular goal to help clients Live Greatly® through thoughtful, forward-thinking solutions. An inherent entrepreneur, he is passionate about creating solutions that improve lives. At Great Waters, his focus is on integrating meaningful innovation across the company, ensuring every new idea aligns with the firm’s mission and directly benefits its clients.
Outside of his professional life, Justin embraces the concept of living greatly alongside his six children, often spending time on the golf course or exploring the world through travel. For Justin, purpose and joy go hand in hand, and both are best experienced alongside the people who matter most.
Elijah serves as an Advisor and Director of Client Onboarding at Great Waters Financial. He leads the team responsible for welcoming new clients and helping them determine how our planning philosophy aligns with their goals. Through values-based conversations, clear education, and coordinated execution, Elijah provides a calm, step-by-step experience that turns uncertainty into clarity. What excites Elijah most is being part of a mission-driven team that empowers people to grow, have meaningful conversations, and create lasting impact for both clients and team members alike.
Elijah began his career in personal finance as a mortgage broker in 2003, eventually co-owning a firm. After witnessing the impact of the Great Recession, he pivoted into retirement planning, helping clients navigate volatility and build reliable income strategies. In 2012, he co-founded Great Waters Financial to bring a holistic, conflict-free approach to those in or nearing retirement. With designations including RICP, CPC, and ELI-MP (life coaching), Elijah combines financial expertise with a coaching mindset.
Outside of work, Elijah lives greatly by creating experiences that challenge, connect, and inspire. Whether he's hiking or snowboarding out West, riding bikes with his sons, going on dates with his wife and daughters, or gathering the whole family for a shared meal, Elijah believes the best lessons are learned through adventure and shared with the people we love.
Book a Speaker
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