Credible Knowledge + Trusted Service = Financial Confidence
The people who work at CalmWater Financial Group® not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be great individuals, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Dave Amick
Ryan Anderson, CFP®
Boden Bierman, CFP®
Kyle Fuchtman, CFP®
Terry Heimes, CFP®
Spencer Heying
Jesse Hinrichs, CFP®
Tricia Lammli, CFP®
Chuck Olsen, CFP®
Brenden M. Olsen, CFP®
Michele Prell, CFP®
Travis Riggert, CFP®
Jack Rother, CFP®
James Wapelhorst, ChFC®
Sara Arlt
Jody Carlson
Justine Erbst
Andrea Fritz
Linda Papstein
Loyla Schaefer
Adrienne Synovec
Wendi Zach
Susie Zaruba
Our brand values are a promise to you.
1
Service
We put people first.
2
Knowledge
We offer expertise to create greater clarity and confidence for our clients.
3
Authenticity
We lead with truth and transparency.
4
Trust
We are committed to building lifelong relationships with our clients.
Commonwealth Financial Network
Setting the Standard since 1979
Commonwealth has grown to be the nation’s largest, privately held Registered Investment Advisor – independent broker/dealer by keeping our focus on our advisors and their clients.
How can we create financial confidence for you?
Calmwater Financial Group® puts People First, using a clearly defined Process to give you greater clarity and confidence. Because of our independence, you also have access to a wider variety of non-proprietary Solutions, which support a Plan designed specifically for you and your loved ones.