“Intergenerational wealth transfer can be a minefield unless your full family situation and your intentions are understood. Only then can we create strategies for you that are both flexible and comprehensive enough to address your current and future goals.” Bill Gombert
A Note From Our Founder
Welcome to The Financial Architects. I’ve spent more decades than I care to admit analyzing the “wealth architecture” of hundreds of America’s wealthiest families who all share a common goal: to protect their family and preserve their wealth and legacy for the generations to come.
Intergenerational wealth transfer is our specialty. It’s also a legal and financial minefield and one that we know our way around better than just about anyone. But that’s not all we do. We also obsess over taking care of the needs of every one of our clients - however they need our help and support. If you’re wondering how well your family’s wealth is protected, that’s the right question to ask. I’d love to help answer it. On this page you’ll find more information about our team and the many ways we help our clients. Thanks for visiting our website. I hope you find it helpful.
Willard (Bill) Gombert
MBA, CLU, ChFC, MSFS, CFS, Enrolled Agent (EA)
Interested to find out how your family can keep its wealth preserved?
Request a complimentary 360 Degree Family Wealth Assessment
Meet Bill Gombert
Meet Willard (Bill) Gombert, a financial advisor, husband, father, grandfather and the President of The Financial Architects. Beginning in 1984, (just after the Magna Carta), Bill has been a guiding light for many affluent and ultra-affluent families, providing them with comprehensive financial strategies tailored to their unique needs and aspirations.
Put simply, Bill loves building meaningful connections with his clients and understanding their individual financial goals. He is the kind of guy who will drop everything to help a client in need and derives genuine joy from the process of designing meticulous “financial blueprints” that encompass every vital aspect, including legal considerations, tax implications, benefit structures, and protective measures. Bill’s meticulous approach ensures that each client receives a well-coordinated and holistic plan that caters to their specific circumstances and those of their family’s.
Bill has a long list of qualifications including an EA (Enrolled Agent), MSFS (Master of Science in Financial Services), MBA (Master of Business Administration), CLU (Chartered Life Underwriter), and ChFC® (Chartered Financial Consultant), all of which help him provide nuanced and innovative strategies that go far beyond the conventional approach.
When he's not helping clients, Bill can be found outdoors - likely hiking or playing on the tractor with his grandson.
Meet Sydney Snyder
Sydney Snyder is the backbone of operations at The Financial Architects. Her superpowers include keeping Bill and the team organized which she says can sometimes feel like herding cats, but she is perhaps best known for her warmth and ability to foster strong client relationships. A proud alumnus of the University of Iowa, Sydney brings a wealth of knowledge to The Financial Architects admin function and a relentless drive to steer the office towards peak efficiency.
Meet Brian Aukes
Brian Aukes, at the helm of Brokers Financial, has 27 years experience in the financial services industry.
Before joining the Brokers Financial family, Brian was part of ING Financial Partners, spearheading support for over 2,000 financial advisors across the USA.
Meet Andy Osby
Andy Osby, is the Chief Investment Officer at Brokers Financial. He is responsible for investment design and implementation within the Retirement Ally portfolio strategies.
With a 22 year track record in financial services arena, Andy has also worked as the Director of Investments and Senior Product Manager at Principal Financial Group, managing $5 Billion in client assets.
Andy has a B.B.A in Finance and is a Chartered Financial Consultant (ChFC®), and a Chartered Retirement Planning Counselor (CRPC®).
