Brody J Gatz

When our firm walks into a room, people feel the presence of positivity, love, growth, and gratitude. The same energy translates into the experience we provide as a firm and how we approach financial planning.

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

Our team specializes in:

• Small Business Owners
  • From an income and goal perspective, business owners have different needs. I am a visionary. Our small business owners are visionaries themselves and think big.
• Medical Field Professionals
  • Our team is here for Medical Professionals through saving vs. paying debt, student loans, and their financial picture.
• Growing Attorneys and Lawyers
  • Our team helps with unique strategies to create other wealth building vehicles that can be accessed tax-free in the long run.
• Pre-retirees
  • Our firm is young, which means that we get to see your generational goals and wealth live and play out to your next generation is we will be here 30-40 years to come.