Trustwell Financial Advisors

At TrustWell, we believe that financial planning and investment management should be guided by a commitment to putting our clients' best interests first. Our team of experienced and credentialed financial advisors is dedicated to helping you achieve your long-term financial goals. With a focus on fee-only service, we avoid conflicts of interest and ensure that our advice is always in your best interest.

Our History

TrustWell was founded in 1987 by Gary Williams, a CERTIFIED FINANCIAL PLANNER professional with a passion for helping families and individuals achieve financial security. Over the years, our team has grown to include experienced financial advisors, each with their own unique background and specialty. Today, we are proud to be one of the most respected financial planning and investment management firms in the region.

Our Services

At TrustWell, we offer a range of services designed to help you achieve your financial goals. Our services include:

Investment Management: Let us do the research and take the time needed to create and maintain your customized portfolio.

Financial Planning: We'll help you determine where you are now, where you want to be, and the best route for getting there.

Our services are tailored to meet the unique needs and goals of each client. Whether you're just starting out or nearing retirement, we're here to provide guidance and support every step of the way.

Our Team

Our team of financial advisors is comprised of experienced professionals who are dedicated to delivering exceptional service to our clients. Our advisors are:

Gary Williams, CFP: A CERTIFIED FINANCIAL PLANNER professional with over 30 years of experience. Gary founded TrustWell in 1987 and has a deep understanding of the financial planning and investment management process.

Chris Daunhauer, MEd, MBA, CFP: A CERTIFIED FINANCIAL PLANNER professional with a background in finance and education. Chris has a unique blend of skills and experience, with a focus on tax planning, cash flow management, and investing.

Brett Freese, CFP: A NAPFA-certified advisor with an MBA in finance. Brett brings a wealth of experience from the finance industry, with a passion for helping others achieve their financial goals.

Our Philosophy

At TrustWell, we believe that financial planning and investment management should be guided by a commitment to transparency, integrity, and excellence. We're committed to providing our clients with personalized service, expert guidance, and creative solutions to help them achieve their financial goals.