Our Team

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.

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. For the sixth time running, J.D. Power ranks Commonwealth Financial Network® “Highest in Independent Advisor Satisfaction Among Financial Investment Firms.”

Learn More About Commonwealth Financial Network®

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.