Estate Planning

• 15 years in the financial services industry.

• Accredited asset management specialist for over 10 years

• Founder of Tekwise Financial Planners, a Biblically Responsible investment firm.

• Member of St. Francis of Assisi in Castle Rock

• 5 kids

• Benedictine College Alum

• National Social Security Advisor®

Ed Kaiser is an award-winning legal professional with over ten years of multi-jurisdictional and multi-disciplined legal practice. His expertise spans multiple practice areas, including real estate, business law, estates and trusts, litigation, and dispute resolution. As a legal advisor, Ed prioritizes open communication and a personalized approach, fostering strong client relationships built on trust, empathy, and mutual respect. Ed’s clients appreciate his easy-going demeanor and ability to explain complex legal concepts in a clear and understandable manner, empowering them to make informed decisions about their legal matters.

Ed’s Trusted Estate Plan, powered by the Integrated Trust Systems platform, offers a unique, user-friendly, self-guided option for establishing a modern, economical, and flexible estate plan.

• Bachelor of Science in Family Financial Management (The Ohio State University)

• Currently in my 19th year in Financial Services

• Have hired, trained, and developed over 100 Financial Professionals, including serving and supporting the clients’ financial objectives

• Parishioner of Our Lady of Peace, Columbus, OH.

Scott Garcia joined the financial services business in 1986. His career started as an agent with Banker’s Life and Casualty of Chicago, Illinois. In this capacity, he won the coveted St. Louis Agent of the Year his first six years in the industry. After building his clientele to over 1,500 people, he joined the management ranks at Bankers, in which he served for 17 years. Even as a management figure, Scott always had a passion for offering the best solutions to consumers. In time, he realized that the company didn’t offer different solutions that people often needed. This recognition led Scott to step out on his own so he could offer his clients more options.

Scott has been an independent business owner for the past 17 years. He has over 36 years of experience, helping pre-retirees and retirees plan for their income, healthcare and insurance coverage needs. Today, he works with individuals, couples and business owners so they can enjoy more financial confidence and retirement futures. Scott’s expertise includes retirement income planning, tax-mitigation strategies on Social Security benefits and other income, health insurance coverage and estate planning.