We're an Independent Firm
Working With Like-Minded Professionals & Top Industry Powerhouses
Our independence means a lot to us, but we know we can’t do it alone. That’s why we’re proud to align our practice with other industry professionals to best serve our clients. Our professional partners include:
Brooklyn Brock,
Ellevate Advisors LLC
Brooklyn supports GW Financial, Inc. as an implementation expert and Talent Development Coordinator. Her designations include Certified Financial Planner™, Certified Exit Planning Advisor®, Chartered Financial Consultant®, Certified Kingdom Advisor®, and she is a NAPFA-Registered Financial Advisor. In her work, she believes that understanding client values and goals is the key to achieving financial autonomy.
Ada Ketchum,
Financial Planning Intern
Ada is a Financial Planning Intern at GW Financial, Inc. She is currently attending Brigham Young University Idaho. She is pursuing a Bachelor of Interdisciplinary Studies consisting of a concentration in Accounting, minor in Financial Planning, and cluster in Mathematics. Ada believes that life is good, and can be more fully enjoyed, when financially prepared.
DPL is a strategic partner, providing a turnkey insurance management platform to help advisors implement Commission-Free insurance in their practices to better serve clients. DPL partners with us to evaluate clients' existing policies to see if meaningful improvements can be made to pricing or benefits, as well as provide education and access to new, Commission-Free solutions that can be used to solve for needs in the financial plan.
At the root of our work together is trust, security and integrity. That’s why we’ve partnered with True North Networks as our cybersecurity support and IT assistance. Since 2002, they’ve worked with businesses like ours and currently serve clients across the country in 26 states.
We Also Leverage Top Industry Service Providers Including
