The Gast Freeman Troyer Racen Team
Helping people accomplish their goals in life so they can spend it on what matters most.
About the Team
As Your Family CFO, we are financial advisors for life’s big decisions. No matter what stage you’re at on your wealth journey, we go to great lengths to build a better, closer relationship with you. That means that you can expect exceptional personal attention, access to in-house expertise and a proven track record of real-world solutions. The depth and breadth of our service is what separates us from our competition.
With more than 100 years of industry experience, our team is strategically designed to be multigenerational because our client relationships are multigenerational. We proudly work with clients at every stage of the financial life cycle, whether you are building a career or planning for the distribution of your wealth. Our practice is organized around our clients and their legacy – not an individual advisor – so that our continuity of service to you and your family is sustainable long into the future.
Staying on the cutting edge of our industry’s technology and innovation is a priority for us so we can work with clients across the country and leverage the power of digital tools for your benefit. We are ready to meet you where you are, accommodate your busy schedule and engage you in the way that you prefer. We do more so you can, too.
Core areas of service
Family Office Services
From private equity to private transportation to private foundations, we offer wealthy families access to a wide range of specialized expertise – all under one roof.
Executive Services
We help you focus on your career, family, and hobbies by providing customized services.
Business Owner Services
We can help you create, grow, and protect your business’ value with comprehensive business planning services.
Meet our Team
Emiley Best
Operations Manager
Sarah Kirn
Client Service Manager
Hannah Lockwood
Client Service Manager
Amanda Luetkemeyer
Client Service Manager
Jon Polizzi
Client Service Manager
Lisa Mason
Marketing Associate
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Ask the CFP®: What Should I Do to Prepare Five Years Before I Plan to Retire?
Welcome to this month’s Ask the CFP® segment. Ask the CFP®: What should I do to prepare five years before…
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T is for Tariffs
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed…
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One Week Later…
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly…
Wit, Wisdom, &
What Matters Most
A podcast with Danton Troyer and Kyle Luetters.