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.

Joseph Egusquiza

Joseph wasn’t born into the world of finance. He grew up around hard work and a deep respect for doing things the right way. As a first-generation college student, he earned his financial licenses before finishing his degree from the University of Idaho, determined to build a better future for himself and help others do the same.

Much of who Joseph is today was shaped by his years in wrestling. The discipline he developed on the mat still guides his approach to life and work. Wrestling taught him how to stay focused under pressure, stay humble in victory, and to always keep showing up – qualities he brings to every client relationship.

He became a financial advisor to serve people like the ones he grew up with. Those working hard, trying to make smart decisions, and looking for someone they can trust to guide them through it. His work is driven by a deep commitment to helping others avoid the financial stress and uncertainty he’s seen too many families face.

Outside of work, you’ll likely find him on the golf course or spending time with his family and close friends because at the end of the day, that’s what all the planning is really for.

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