Our Team

Our Team

The people who work at Newton Financial Solutions have the knowledge and experience to help you pursue your financial goals. We also have access to a very wide universe of tools and investments that enables us to find the right combination for each unique portfolio we build. Plus, we work with you as a team. Our staff is ready to address your concerns, answer your questions, and help you navigate the road ahead! We also offer tax and accounting services to help meet all your financial needs under one roof!

 

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Click on an image to learn more about our valued team members.

Tim Newton, CFP®, AIF®, AAMS®, CRPC®

Chief Executive Officer / Member

Tim brings 20 years of experience and education to the process of creating and fulfilling life-plans for his clients. Prior to cofounding Newton Financial Solutions, Tim and his son John both worked at Edward Jones as Financial Advisors. During this time, it became apparent that he and John both had a desire to build a values-driven business that offers a comprehensive mix of investment solutions that can be tailored to fit each client, no matter what income level. This desire to offer clients a broad mix has evolved to helping clients with several aspects of financial planning including investment management, retirement, Social Security filing strategies, tax planning strategies, education planning, charitable giving, and estate planning services. Tim wants to improve his clients’ lives by finding the right solution and by encouraging his clients to be life-long partners of their own financial plan.

Professional
Tim earned a BS from Northwestern University in 1982. Once he became a financial advisor, he obtained certifications as an Asset Management Specialist, a Chartered Retirement Plan Consultant, and an Accredited Investment Fiduciary. He completed his CERTIFIED FINANCIAL PLANNERTM certification in 2008.   

Personal
He and his wife, Mary Beth, have raised three kids, are enjoying their six grandkids, and enjoy traveling and sailing when the time permits. They both serve as musicians on the worship team for their church, and that love for music has led them to take years of dance lessons. Tim was a pastor's kid and moved all around Minnesota when he was growing up, but he and Mary have lived in the Cambridge area for 35 years now! Tim has had the good fortune of setting foot on all seven continents, thanks to a 2017 trip to Antarctica with his son John. At heart, Tim is a teacher, so reading and learning are passions that he developed early in life and continues to foster.

Tim and Mary Beth
Tim and Mary Beth

 

Grandkids
Grandkids

 

 
Hot Air Balloon
Hot Air Balloon Adventure

 

Rachel and Mary Beth
Rachel and Mary Beth

 

 
Tim and Peter Hiking
Peter and Tim hiking

 

Tim and John in Antarctica
John and Tim in Antarctica

 

 
Tim and Mary Beth in boat
Tim and Mary Beth

 

Tim and brother
John and his brother waiting for the eclipse!

 

 

John Newton, AIF®

Chief Financial Officer / Member

John is cofounder of Newton Financial Solutions and is an Accredited Investment Fiduciary® designee.  While logging more than 16 years of experience, John has become deeply committed to doing what is in the best interest of his clients, helping them to reach what they define as their financial success.  John not only recommends investments, but he also strives to optimize client’s portfolios for tax purposes, estate planning, planning for children’s college, and charitable giving. He is the lead investment researcher for the team and has an extensive history in finding the right investment especially as it relates to risks within a portfolio and goals of the client.

Professional
John attended Northwestern University in St. Paul, MN, and worked for Edward Jones for five years before joining his dad in the creation of Newton Financial Solutions, LLC.  John holds FINRA Series 7 securities registration and has been certified as an Accredited Investment Fiduciary
® designee.

Personal
John and his wife, Marci, have a sports enthusiast 12-year-old boy named Michael, a 10-year-old girl who loves to sing named Grace, a 6-year-old boy who loves construction and Nerf guns named Timothy, and two very boisterous dogs named Kirby and Barkley! They have helped raise a foster son who has graduated from high school and gone on to college. They have also hosted two exchange students from Korea and have hosted another child from a family serving in the U.S. military. John has coached soccer for Cambridge Christian School. John and Tim enjoy going to baseball stadiums and recently completed their goal of attending every major league baseball stadium in the country! John is also a blue belt in judo and loves playing the bass guitar. John grew up in Cambridge and resides in the country, just outside of town. In 2017, John traveled to Antarctica on vacation!

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Marci and John

 

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John's family

 

 
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John and Family

 

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Summertime fun!

 

 
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Michael and John enjoying a Twins game!

 

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Giants Ridge

 

 

 
John and Tim Antarctica
John and Tim in Antarctica

 

 

John and Family
Newton Financial 10-Year Anniversary Celebration

 

 

 

 
     
     

 

Peter Newton, CFP®, AIF®

Registered Representative

Peter has more than 10 years of experience in the financial services arena. He helps companies manage their employee retirement plans and provides advice to small business owners and other professionals. Peter enjoys the day-to-day interactions with individuals and couples of all income levels to determine their best path to financial success. He is knowledgeable in aspects of retirement planning, investment management, risk management, tax planning, and estate planning. Peter enjoys meeting new people and brings a thoughtful attitude to the financial planning process. 

Professional
Peter attended Bethel University in St. Paul, MN, and graduated magna cum laude with a bachelor’s degree in psychology. After college, Peter worked as a logistics manager for an IT company and as a veterans service representative for the Department of Veteran’s Affairs. He holds the FINRA Series 7 securities registration and has completed the Accredited Investment Fiduciary
® certification.

Personal
It was at Bethel where Peter met his wife, Amanda. They have three children: Haley and Jemma are 5-year-old identical twins and Anna is almost 2. Peter grew up in Cambridge, and after getting married, Peter and Amanda moved back to Cambridge in 2012. Peter enjoys hunting, hiking, sailing, sports of all kinds, and playing drums. He has coached soccer for Cambridge Christian School and serves on the trustee board of his local church.

 

Amanda and Peter
Amanda and Peter

 

Family
Peter's family

 

 
Girls
The girls

 

Peter and Tim
Tim and Peter hiking

 

 
Hunting
Deer hunting in MN

 

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Peter and John at Lutsen

 

 
     
     
     

 

Dan Johnson

Registered Representative

Dan joined us in 2013. He came from a management position at Cub Foods, where he worked for 31 years. Dan learned every aspect of that business and worked his way up from stock boy to manager of the store. He understands well how employees and employers have to function in order for a business to succeed. At Newton Financial Solutions, he helps both employers and their employees with 401(k) plans. He also meets with individuals and couples to map a financial plan to guide them to retirement and helps the team with investment decisions. Dan is committed to helping clients create a successful financial plan by offering diverse investment options for every stage of life. He can assist with education and retirement planning, and business planning, especially in the area of business-based retirement plans. Dan brings excellent customer service and a great work ethic to the team.

Professional
Dan attended Anoka Ramsey Community College (1984) and St. Cloud State University (1988). Dan currently serves on the Cambridge-Isanti Rotary Club as chairman of the International Committee and treasurer of the club and serves on the council for Faith Lutheran Church in Isanti. Dan holds the FINRA Series 7 securities registration and has successfully completed the Accredited Investment Fiduciary coursework.

Personal
Dan grew up on the family farm east of Isanti, and he enjoys golfing, hunting, curling, and biking. He is married to Kathy and has a daughter and two grandchildren.

Kelly Nelson, CPA

Accounting Head

Kelly is a Certified Public Accountant; she joined Newton Financial Solutions in 2010 after several years working in the Cambridge community as an independent CPA. She offers experience in tax and accounting services for individuals as well as small businesses. Kelly and her husband, Barry, have four adult children and two grandchildren. In her spare time, she enjoys horseback riding, camping, and traveling.

Lisa Novak, EA

Tax Advisor

Lisa has been in the accounting field since 1987 and doing taxes since 2001. She has a husband, Scott, and a son as well. They live in Harris, Minnesota. Lisa enjoys reading, riding her bike, or hiking around the North Shore.

Don Hannay

Tax Advisor

Don joined our team in 2019 as a tax and accounting specialist. Don comes to us with more than 26 years of experience in internal accounting and bookkeeping for corporate employers.  Don has a passion for helping people and looks forward to delivering exceptional service.  

Some fun facts about Don:
Don grew up on the Iron Range and is happy to be back in Minnesota after spending 16 years in Branson, Missouri. Don, his wife, Rachael, and his three kids now reside in Cambridge. Don enjoys the great outdoors, road trips, fishing, hunting, church family, sports, coffee, and Mountain Dew!

 

Julie Gebauer

Tax and Accounting Coordinator

Julie has been working in accounting and tax services for more than 15 years. She is married to Lance and has two kids and two grandkids. She enjoys camping, fishing, snowmobiling, and spending time with family. Julie and her husband currently reside in Taylors Falls, Minnesota.

Cindy Szafranski

Operations Coordinator

Cindy joined the team in 2014. Before joining Newton Financial Solutions, Cindy was with a local bank for 13 years. She easily transitioned to being responsible for a diverse set of administrative tasks, from the coordination of client events to the processing of account paperwork. Cindy’s positive attitude and welcoming demeanor complement Newton Financial Solution’s strong commitment to client service.

Cindy graduated with a BS in business computer information systems from St. Cloud State University in 1998. She currently serves on the board of Cambridge-Isanti Dollars for Scholars and Reach Out and Read®, a program of Allina Health Cambridge & Isanti Clinics. Cindy has served on the Cambridge Area Chamber of Commerce board of directors and other local committees.

Cindy and her husband, Mike, have two girls; Alayna (11) and Madalyn (8) and live in Stanchfield, MN. When she isn’t busy running her girls to softball or hockey, she enjoys reading, gardening, spending time with family and friends, and playing with their yellow lab, Yogi. 

 

Cindy and Mikea
Mike and Cindy

 

Girls at Apple Farma
Cindy's girls

 

 
Wilda
Enjoying a day of Wild Hockey

 

Smokey the Bear and Girlsa
MN State Fair, an annual tradition

 

 
Madalyn and flowera
Madalyn enjoying a flower

 

Fishinga
A good day of fishing!

 

 
Madalyna
Hockey time!

 

Alayna Softballa
1st place and game ball

 

 
     
     

 

Heather Anderson

Operations Coordinator

Heather is our newest financial assistant and a valuable member of our team. She joined us in 2018. She has more than 21 years of experience in the banking industry. She is the first person you will meet when you walk in the door or the first to say hello when you call us. Her dependability and friendly personality keep the office running smoothly. Heather executes day-to-day operational tasks and handles new accounts, money requests, data entry, and prepares client meetings.

Heather has an accounting degree from the Minneapolis School of Business. She has served as treasurer for a local township.

Heather is married to Nate and is step-mom to Nate’s two kids: Taylor (15) and Hayden (10). She enjoys playing with her two dogs: Bella and Reilly, both shih tzu-bichons.