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 supports GW Financial, Inc. as an implementation expert and Talent Development Coordinator. She is a CERTIFIED FINANCIAL PLANNER™ certificant. Her other designations include 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.
Kingston supports GW Financial, Inc. as a compliance consultant. He provides one-on-one support to help firms face compliance with confidence and ease. Kingston honorably served four years in the U.S. Air Force. He has a bachelors degree in Finance and an MBA from Elmhurst University.
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.