facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Meet Our Strategic Partners

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, Poppins Concierge

Brooklyn supports GW Financial, Inc. as a virtual paraplanner. Brooklyn is a Certified Financial Planner™, Chartered Financial Consultant®, Certified Kingdom Advisor®, and NAPFA-Registered Financial Advisor. She started in financial services with Ameriprise in 2013. In her work, she believes that understanding client values and goals is the key to achieving financial autonomy.

Kristen Schmidt, RIA Oasis

Kristen considers herself to be an “Operations Strategy nerd.” Her passion is in uncovering business solutions by marrying technology with best-practice initiatives. She has helps GW Financial, Inc. leverage technology efficiencies to help us integrate and systematize our work and workflows so we can do better what we do best: plan and invest.





Jherika Martin, Belay Solutions

Jherika supports GW Financial, Inc. as a virtual assistant. She has over a decade of experience as an administrative assistant. She helps with scheduling and administrative project management. She helps keep our clients connected to our team and things running efficiently.  

True North Network

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


affiliation affiliation affiliation affiliation