Phoebe has been with Great Waters Financial since April 2015 when she started off as the Office Manager in our Minnetonka office. Over the years, she has continued to gain interest in the financial industry, wear many different hats in the company, and eventually became a licensed advisor. Her current position is in our Central Office location as a Client Experience Advisor.
Phoebe is passionate about working with clients and making their experience with Great Waters Financial positive. Throughout her work experiences, she has developed the communication skills that make her a great fit to assist clients. Her favorite part of working at Great Waters Financial is working with clients to optimize their financial plan and ultimately to help them attain confidence in their retirement goals.
When Phoebe isn't working, she likes trying new things and being outside as much as possible. She loves to travel, camp, hike, bike, and play games with family and friends.
Schedule a free consultation with one of our advisors to determine the best path for you.