Nick Puetz is an estate plan advisor and licensed underwriter who has helped protect over 300 families across the country.
His work sits at the intersection of asset protection, trust implementation, and tax-advantaged strategy — built for families, entrepreneurs, and retirees who are serious about what they leave behind.
Nick's approach isn't academic. It was forged through real financial loss, a full rebuild, and a decade of studying how wealth actually survives — and how it doesn't.
He doesn't sell products. He identifies exposure, closes the gaps, and builds structures designed to outlast the people who built them. As a strategic advisor, Nick brings clarity to conversations most families never have until it's too late.
Brianna Shockley is a Retirement and Estate Planning Specialist passionate about helping individuals and families prepare for the future with clarity and confidence.
Her focus includes asset protection, retirement income planning, and helping families take steps to minimize unnecessary probate whenever possible. Brianna works alongside attorneys and financial professionals to help ensure each client's plan is coordinated and tailored to their needs.
Known for her approachable style and genuine care for those she serves, Brianna is committed to making the planning process educational, comfortable, and personalized for every family.
Collin Heath is committed to helping families create structure, clarity, and long-term confidence around their financial future. His approach combines retirement planning, estate planning, and asset protection strategies with a strong emphasis on education and relationship-building.
Beyond his work with clients, Collin is deeply invested in leadership and mentorship, helping develop a team culture centered around integrity, growth, and genuine service. He believes meaningful planning starts with trust, honest conversations, and a commitment to helping people feel informed — not overwhelmed.
Known for his steady, approachable presence, Collin works with families, business owners, and retirees to help protect what they've built and create plans designed to support future generations.
Andrew Hyun has a passion for helping individuals and families take meaningful steps toward protecting their future and creating lasting peace of mind.
He works with clients in all stages of life — from young families beginning to think about long-term protection, to retirees focused on preserving what they've built, to business owners preparing for the future of their legacy.
Known for his calm and approachable nature, Andrew takes pride in making complex conversations feel clear and manageable. He believes planning should never feel rushed or overwhelming, and strives to create an environment where clients feel comfortable asking questions and confident in the decisions they make.
Andrew is committed to building long-term relationships grounded in trust, communication, and genuine care for the people he serves.