Meet the Team


Brent Gritton

Wealth Strategist


After graduating from Illinois State University with a degree in Finance & Economics, Brent decided to follow in the footsteps of his Grandfather and Father and become a third-generation in the Financial Services Industry. He prides himself on the ability to teach complex financial ideas in a way that are easily understood and applicable to any client's goals and circumstances. Brent was very humbled when he was recently highlighted in a "30 under 30" piece written by a publication in the Insurance Industry (click here).

Brent met his bride, Alison, at Illinois State where they were both part of the athletics program. Instead of playing football and swimming they now enjoy staying active through Orange Theory Fitness. They currently reside in Carmel, Indiana where they enjoy living a social lifestyle with family, friends, and have a passion for rescue dog programs. Louie, their rescued pit bull has helped them give this affectionate breed a voice against their bad wrap. Brent looks forward to Sunday dinners with his Family (even during football season!) and spending time in South Carolina at the lake with Alison's Family. Brent and Alison look forward to growing their family in the future!


Top Financial Books:

  • Rich Dad Poor Dad
    -Robert T. Kiyosaki
  • Blink
    -Malcolm Gladwell
  • Who Moved My Cheese?
    -Spencer Johnson and Kenneth Blanchard

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Favorite Quotes:

Recent Blog Posts

  • Paradigm Life

    How to keep more of your money during tax season and make tax-free withdrawals.

  • Paradigm Life

    What you don't know about the us tax system can hurt you.

  • Patrick Donohoe

    Infinite Banking Radio: Special Guest - Ken McElroy, Principal of MC Companies and Rich Dad Advisor.

  • Paradigm Life

    You can have it all: How to Enjoy the Retirement of your Dreams