Build wealth like your legacy depends on it.

Garrett started his first businesses while still in college and has since built success across several industries, including a fitness and nutrition company and the systems behind seven- and eight-figure businesses. He first used these cost-saving structures in his own businesses and in companies he built with partners. That sent him deep into the books on these topics and led to invitations from financial experts, attorneys and tax consultants to work alongside them, including some of the top business exit planners and estate planning attorneys in the country, whose clients include well-known names. Garrett has since gone out on his own, and he still keeps close relationships with many of them, along with eight- and nine-figure business owners, financial services firms, and the specialists who value and sell businesses.

Now he's building his own family office of professionals: a one-stop shop so clients can do what he did. You don't have to leave your current advisor. Garrett pulls up a chair next to you and shows you the strategies he's used for his own retirement and businesses. He started TruPath for the people who usually get overlooked, folks on regular incomes without a million dollars to invest, and brought on a tax team so business owners can set things up right from the start.

Andrew is a wealth strategist and retirement planner with years at the top of real estate and finance: property management, fix-and-flips and mortgages. He and his team have closed more than $100 million in loans in a single year, and more than $400 million over his career. Like his own mentors, he has always taught clients better ways to do things, which is why he built a hard money lending business so investors can fund deals without needing the bank.

Today his focus is TruPath. A core part of his retirement planning is finding equilibrium: knowing when and how to pay off your mortgage faster without shortchanging the rest of your plan. As our business debt specialist, he helps business owners, realtors and investors pay down debt and become debt-free sooner. He still works directly with his lending team, so when a deal or a loan needs a second set of eyes, he can review it and point you to the right funding, bank or private. Andrew earned his master's degree at Ohio University.

Andrew is a partner at TruPath, where he leads technology and marketing. He also holds life, health, accident and annuity insurance licenses, though his day-to-day is building the systems behind the team. He spent three years running marketing for an eight-figure commercial fitness equipment retailer, then went independent to master the whole system instead of one piece of it: paid media, lead generation and AI automation. Along the way he was mentored by some of the most respected operators in the AI and technology space.

He builds the technology behind TruPath, from the tools on this website to the software we use to manage and protect client information, and he treats data security as seriously as growth. Andrew is especially good at spotting underserved markets and building solutions that finally give everyday people the better end of the deal. He has built systems for financial advisory firms, insurance agencies, marketing agencies and multi-state service companies.

Nik trained under some highly respected tax professionals. Instead of staying in one narrow lane at a big firm, he chose to work directly with business owners and individuals the way they actually need. He has also taken over bookkeeping clients from Mike Nellinger.

That focus is why Nik can typically offer his services for less than most large firms. He's the people's accountant: hands-on accounting, bookkeeping and tax-saving help built around your situation.

Mike earned his law degree while at Rolls-Royce, where he helped put together many multimillion-dollar deals, including major contracts for the company. He still advises several large companies.

Through his law office, Mike partners with TruPath on wills, trusts and probate, so when the unexpected happens, families have someone who makes the process simpler and takes the pressure off.

Law Office of Mike Nellinger · Indianapolis (Marion County), Indiana · Indiana Attorney No. 10129-49 · Practicing since 1983.

A former college athlete, Brody graduated summa cum laude from a private university while competing. He's a lifelong entrepreneur who built early success in the mortgage industry. Wanting to make a bigger impact, he helped a company already over $1 million in revenue triple it. Now he helps business owners save money, grow their exit value, and set up health insurance plans with Nik to get the most from their deductions.

As a wealth strategist, he's especially good at setting up retirement plans that last. He's also a skilled sales trainer whose brand and business development work has taken him as far as South Africa with multinational companies. Today he serves business owners across the Midwest.

Kaden rose from store leader to operations manager in four years at the largest family-owned equipment dealer in the Northeastern U.S., then started his own business with a partner. At TruPath he focuses on fixed indexed annuities and guaranteed lifetime income.

Raised in Dayton, Ohio, near Wright-Patterson Air Force Base, Kaden knows Ohio and Kentucky government and military pensions well. He comes from a blue-collar background and loves working with veterans and everyday families. As our personal debt specialist, he's a big Dave Ramsey fan who also shows families new ways to pay down debt, grow and protect what they have.