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!

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

team photo

 

 

 

Tim Newton, CFP®, AIF®

Chief Executive Officer / Member

Tim brings 20 years of experience and education to the process of creating and fulfilling life-plans for his clients. He completed his CERTIFIED FINANCIAL PLANNERTM certification in 2008. He and his wife, Mary Beth, have raised three kids, are enjoying their grandkids, and enjoy traveling and sailing when the time permits. Tim grew up as a pastor's kid and moved all around Minnesota. He and Mary have lived in the Cambridge area for 35 years now!

John Newton, AIF®

Chief Financial Officer / Member

John is one of the three kids. He brings 15 years of experience in providing solutions to common investment concerns to his current role. John and his wife, Marci, have a rambunctious 10-year-old boy named Michael, a 7-year-old girl named Grace, a 4-year-old boy 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 an Army family. John has coached soccer for the Cambridge Christian School. John and Tim enjoy going to baseball stadiums and recently completed their goal of attending every stadium! John is also a blue belt in Judo and loves playing the bass guitar. John grew up in Cambridge and is currently living in Isanti, Minnesota.

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.

Peter Newton, AIF®

Registered Representative

Peter Newton joined our firm in 2010. Peter is the youngest of the three Newton kids. Peter attended Bethel University and graduated with a degree in psychology. It was at Bethel where he met his wife, Amanda. They have three children: twin girls who are four years old and a seven-month-old baby girl! They moved to Cambridge in 2012. Peter enjoys hunting, sailing, sports of all kinds, and playing drums! Peter brings a great personality and a thoughtful attitude to the team. 

Julie Gebauer

Accounting Advisor

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

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.

Dan Johnson

Registered Representative

Dan started with us in 2013. He came from a management position with Cub foods where he worked for 31 years! 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. Dan brings excellent customer service and a great work ethic to the team.

Cindy Szafranski

Administrative Head

Cindy joined the team in 2014. She comes to us from the banking industry and has very strong skills in the areas of customer service, technology, and financial transaction management. Cindy and her husband, Mike, live in Stanchfield with their two daughters and a yellow lab. She is active in many charities in the East Central Minnesota area and enjoys serving this community. Cindy enjoys gardening and spending time with her family.