Our Team

Our Team

Collaborating on Your Behalf

At Great Lakes Wealth, you’ll find a well-established team of financial industry experts. Collaboration, teamwork and knowledge sharing are ingrained in our culture, enabling us to apply our collective strengths to the most important task at hand – helping you vigorously pursue the goals that are important to you. Our clients are at the center of all we do!

Dewey D. Steffen

Dewey D. Steffen

CEO & Chief Investment Officer

deweysteffen@greatlakeswealth.us

Alexis Middle

Alexis Middle

Director of Operations

alexismiddle@greatlakeswealth.us

Bruce Palen

Bruce Palen

Senior Wealth Advisor

brucepalen@greatlakeswealth.us

Tom Griffore

Tom Griffore

Wealth Advisor & Cash Management Specialist

tomgriffore@greatlakeswealth.us

Gongju 'Zoe' Baek

Gongju 'Zoe' Baek

Wealth Advisor & Income Planning Specialist

zoebaek@greatlakeswealth.us

Matthew Stojkov

Matthew Stojkov

Certified Financial Planner® & Riskalyze Specialist

matthewstojkov@greatlakeswealth.us

Taylor Scotti

Taylor Scotti

Marketing Coordinator

taylorscotti@greatlakeswealth.us

Kate Connell

Kate Connell

Associate Director of Operations

kateconnell@greatlakeswealth.us

Jackson Steffen

Jackson Steffen

Finance + Marketing Intern

glwassociate@greatlakeswealth.us

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