Our Leadership Team
TJ Gates
CEO & Principal Broker
Paulette Foster
Senior Licensed Agent
Rodd Walker
As Founder and CEO, TJ Gates is committed to helping individuals, families, and business owners build financial confidence through education, protection, and strategic planning. With more than 12 years of experience in the financial services industry, TJ has dedicated her career to helping families protect what they've worked hard to build while creating opportunities for long-term financial security and generational wealth.
With nearly a decade of experience in the insurance industry, Paulette Foster is dedicated to helping individuals and families make informed decisions about protecting their financial future. Her passion for serving others, combined with her commitment to integrity and personalized service, has earned the trust of clients throughout her career.
Licensed Benefits Specialist
Rodd Walker is passionate about helping individuals and families protect one of their most valuable assets—their income. As a Licensed Benefits Specialist with Global Investment Solutions Group, he focuses on supplemental health benefits and ancillary insurance solutions designed to help clients prepare for life's unexpected challenges.
Expertise & Strategic Skills
Asset Management
We provide sophisticated portfolio management tailored to individuals and institutional partners, no matter the size of your net worth.
Strategic Planning
Our team delivers authoritative financial strategies that aligns with long-term corporate and personal objectives.
Global Markets
Deep expertise in international capital markets and emerging economies ensures diversified risk mitigation.