Gavin Parker

Growing up as the son of a CPA, Gavin saw firsthand the grueling hours and stress of the profession and vowed to pursue a different path. After earning degrees in psychology and religious studies, he planned on becoming a therapist, but the reality of impending fatherhood made him reconsider. Instead, he joined his father’s tax and accounting firm, launching a wealth management division to better serve clients after seeing how poorly they were treated by outside advisors.

Despite the lack of experience, he threw himself into the deep end, learning both financial advising and tax preparation on the job. Initially, struggling with self-doubt and the feeling of being an impostor, his passion for helping others and determination to succeed drove him forward. Over time, he pushed through the challenging early years, what Seth Godin calls “The Dip,” and began to gain traction.

However, as he gained experience, he realized that conventional financial advice often led to significant tax burdens for clients, counteracting the wealth-building strategies he was helping them implement. This realization led him on a quest to find a better way. The breakthrough came unexpectedly during a conference when he blurted out, “Shut up and pay your tax!” to a fellow entrepreneur. This offhand comment solidified his understanding that true wealth is built with after-tax dollars, and it became the cornerstone of his approach to helping successful entrepreneurs achieve tax freedom.

Kelse Puri

Kelse’s journey was first shaped by nearly two decades of customer service. As an entrepreneur, she recognized the impact of taxes on financial success. She was driven to understand the complexities of tax and financial planning. This passion led her to become a financial advisor where she could then share her knowledge, empower others, and inspire them to take control of their financial destiny.

A natural problem solver, Kelse’s passion for helping others is at the heart of her work. Through the Tax Freedom Builder movement she creates innovative, personalized solutions tailored to each client’s unique needs, with expertise in complex financial structures and alternative investments.

Outside of her professional life, Kelse is deeply connected to her community and family. She resides just outside the little town of Homedale, Idaho, along the beautiful Snake River. Here she enjoys volunteering and spending time with her cherished loved ones.

Driven by a sincere desire to make a difference and help others reach their dreams, Kelse offers not just financial advice, but a true partnership committed to her clients’ success.

Ismael Garcia

From a young age, Ismael witnessed the profound sacrifices his immigrant parents made to provide a better life for their family. A particularly poignant moment occurred when he was 11, watching his mother sell her cherished gold bracelet to buy him new school clothes. Her selfless act of love left a lasting impression on him, instilling a deep sense of purpose to honor her sacrifices and make her proud. This commitment has guided him throughout his academic and professional journey.

By the age of 21, while still pursuing his college degree, he achieved a significant milestone by becoming a licensed financial advisor with both investment and insurance credentials. He became the first in his family to graduate from college, and to do so debt-free! He’s remained steadfast in his belief that growth and ambition are essential. His journey has been driven by the conviction that we should always strive for greater achievements rather than settling for the ordinary.

Today, his mission is to empower individuals to take control of their financial futures and realize that they are the heroes of their own movie. He is dedicated to helping clients understand their potential and seize opportunities that lead to impactful decisions. Through personalized motivation, education, and support, he strives to inspire them to make decisions that pave the way for a better life and foster lasting positive change for themselves and their families.

“If you live like no one else, later you will be able to live and to give like no one else.”

– Dave Ramsey