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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:

Photo of Brooklyn Brock

Brooklyn Brock,

Ellevate Advisors LLC

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.

Photo of Kingston Hollman

Kingston Hollman,
Just Compliance

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 logo

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.

Visory logo

At the root of our work together is trust, security and integrity. That’s why we’ve partnered with Visory 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

Orion Logo Schwab Logo ShareFile logo