Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.

"Beginning in 1995, I quickly developed a passion not only for insurance and investment planning, but also how to incorporate estate planning into my everyday business. I don't believe any family should have to experience the delays, costs and lack of privacy created by the probate process."

"In the last 20 years I've pioneered partnerships with other advisors and have developed strong local relationships with estate planning attorneys and accountants."

"I've received mutiple industry and company awards, including 'Million Dollar Roundtable' and 'Top of the Table,' along with other annual awards. But most importantly, I've built long term client relationships built on trust, confidentiality and exceeding expectations for personal service."

Tim Gerds, Founder / President


Tim Gerds,
Founder / President

Over the past 20 years we have built strong relationships with clients by offering a personalized porfolio of services to help them ensure a comfortable retirement and a legacy for their loved ones.


Brittany Gerds,
Co-Founder / Vice President

As Tim's wife and partner, I'm committed to provide the ultimate client experience. Together we ensure every client has a plan that continues to fit their needs at every stage of their lives.