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Brian Welch

Brian Welch
Registered Representative
Life and Long Term Care Agent

Brian has been in the financial services field as a Registered Representative, Licensed Life, Health and Long Term Agent for over 15 years and has lifelong roots and much involvement in the Central Missouri Community. In July 2013 Brian chose to create his own financial services firm DBA: GPS Financial Strategies Inc. and affiliate with Woodbury Financial Services, Inc. – a leading independent, full-service broker-dealer and member of Advisor Group. Advisor Group is one of the industry's largest group of independent financial advisors, connecting nearly 7,000 representatives at four broker-dealers.

“In today’s financial climate, it’s important to work with a company that offers stability as well as a wide range of quality investment products and services. Our affiliation with Woodbury Financial Services, Inc. will improve our ability to help you with investing, college funding and retirement planning, among other areas.  I know that investment and insurance planning can be confusing, and it’s my goal to make our clients feel comfortable with and educated about their decisions. I take pride in being a skilled listener and enjoy the process of helping clients take complex information and make it understandable. My mission is to become that trusted financial advisor you've always wanted. 

With access to a wide range of financial options, I look forward to providing clients of GPS Financial Strategies with the solutions they need. Whether it's accumulating wealth, protecting your family's financial future with life and/or long term care coverage, or planning for income distribution post-retirement, I'm prepared to help implement a successful strategy.”

Kimberly Potter

Kimberly Bullock
Administrative Business Partner
Licensed Life Agent (MO)

Kim has been in a client support role at GPS Financial Strategies since inception, and has over 15 years of experience in state level licensure, administrative support, and executive level administrative assistance; primarily in the medical profession. While somewhat new to the Financial Services Industry, her experience working with employee benefits and human resources has prepared her well for her administrative support role at GPS Financial Strategies.

In 2015 Kim became a licensed life insurance agent in Missouri. Her knowledge of state government employee benefits has proven beneficial in helping to meet our clients’ life insurance needs. 

“So many people are misinformed on the need for life insurance: why they need it, how much they need, term vs. permanent coverage, etc. We are able to help our clients first determine their life insurance needs, and then find the coverage that best meets those needs. We have partnered with Diversified Brokerage Services, Inc. which allows us the benefit of ‘shopping’ multiple companies to find the right coverage to suit each client. 

The most rewarding part of my job is helping our clients obtain peace of mind knowing their loved ones will be financially secure; knowing they can gain that peace of mind at an affordable cost is PRICELESS.”

 

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