Meet Gaar

Gaar Ertel

Client Service Assistant

My Story

Gaar began his college journey at Purdue University studying Pharmacy, drawn to a field centered on helping people improve their lives. After a couple of years, he realized his true passion wasn’t in medicine, but in helping individuals and families find clarity and confidence in their financial lives. That realization led him to change his focus to Financial Counseling and Planning, allowing him to combine his analytical mindset with his desire to make a personal impact.

Through his early work in financial services, Gaar gained hands-on experience working with advisors and clients, deepening his understanding of how thoughtful planning can transform someone’s future. Those experiences reinforced his belief that sound financial guidance is about more than numbers — it’s about trust, connection, and helping people make meaningful progress toward their goals.

Outside of work, Gaar enjoys staying active, working out, spending time outdoors, traveling, and building relationships with new people. Whether he’s exploring new places, playing a round of golf, or kayaking through rapids, he brings the same energy, curiosity, and thoughtfulness to life that he brings to his work each day.

My Bio

Gaar supports the advisory team by managing many operational aspects of the financial planning process, as well as new account setup and service. He assists in developing personalized financial strategies, coordinating client information, and ensuring every plan is designed with precision and care.

Gaar earned his Bachelor of Science in Financial Counseling and Planning with a minor in Business Management from Purdue University, where he was an active member of the Financial Planning Association Student Chapter. He is licensed in Life, Accident, and Health Insurance and is currently working on growing his knowledge and obtaining other licenses.

He is passionate about building lasting relationships with clients — getting to know their stories, understanding what matters most to them, and helping them feel confident about their future.

Education

Purdue University, Bachelor of Science in Financial Counseling and Planning