(615) 397-8799
Our Team
Brock Fortner
Founder
The driving force behind starting my company was the overwhelming amount of misinformation about financial planning and building wealth. I saw so many people struggling because they lacked a way to test or verify their financial decisions. And they were making their decisions based on media and marketing, not sound financial principles. I wanted to help people build wealth confidently through a principled approach.
My Journey
Financial services runs in my blood. I grew up watching my father transform lives as a national trainer for the LEAP method. His influence showed me firsthand the profound impact one person can have on a family’s financial future. After my nine years in this business, that early exposure has proven invaluable.
I’ve experienced both sides of wealth. I know what it’s like to be extremely wealthy, and I also know what it’s like to be broke. These experiences shape how I relate to my clients. I understand your challenges because I’ve lived them.
My education includes a Master of Science in Finance from Vanderbilt and the Chartered Income Advisor designation. But my real education came from being in the room with industry giants. I’ve enjoyed unique personal relationships with mentors like my father, Garrett Gunderson, John Baker, Michael Isom, and Vince D’Addona. Through them, I’ve gained insights that typically take decades to acquire.
My Approach
The most valuable lesson I’ve learned is that freedom without safeguards is only temporary. This principle guides everything I do. I focus on creating lasting financial freedom through awareness, discipline, and clarity.
I believe financial freedom is available to everyone. Nothing energizes me more than seeing families light up when they achieve their goals. This can be reaching a savings milestone, fulfilling a long-held dream, or becoming debt-free. These moments remind me why I chose this career.
My approach differs because I educate fully. I don’t just tell you what to do—I help you understand why we’re doing it. This stems from my commitment to showing up with integrity, love, and stewardship. I’ve seen every side of this business, and I’ve cut out the fluff.
Continuous Growth
I’m currently pursuing my RICP and ChFC designations. I stay ahead of industry trends through constant education and participation in exclusive masterminds like Lifestyle Investor. This commitment to growth ensures I bring you the most current and effective strategies.
When I’m not working with clients, you’ll find me on the golf course, playing pickleball, or enjoying the outdoors. I serve at my church and cherish time with my family—my parents and two brothers form my core support system.
Why Choose Me?
One of my proudest achievements was helping a client generate passive income that exceeded their lifestyle expenses by 100% within five years. These results come from living what I preach and leveraging the expertise of an unmatched network of mentors and partners.
Our company’s mission aligns perfectly with my personal values: Love First, Lead Well. We aim to help 1,000 families reach financial freedom. This isn’t just business for me—it’s a calling to transform lives through financial awareness and disciplined execution.
I’m most effective with clients who care as deeply about their financial future as I do. Together, we can create a path to financial freedom that works under any circumstances. If you’re ready to move beyond the misinformation and build lasting wealth, let’s talk.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.