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 a virtual paraplanner and coach. 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.
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.
Amy Boyea, Belay Solutions
Amy 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
