Our story

Image of man and excited woman working
Trust. Honesty. Transparency.

Who we are 

Michael Gerken grew up in the Newton-Conover area and his father was the pastor of a local church. Family has always been important, and being able to guide people in their financial life has been truly rewarding. 

Now as the needs of our clients have grown, so has our team. The addition of Michael's daughter, Natalie Raatz, brings an added level of expertise for people starting their careers, saving for college and beginning to chart out their financial futures.

Our approach

When you work with us, you’ll find our total-needs approach helps us create a plan that is personalized to fit you, your life and your dreams. It’s an opportunity to bring clarity to where you are today while building confidence for where you want to go tomorrow. Our experienced financial professionals specialize in the following areas:  

• Financial planning

• Estate planning

• Retirement

• Life Insurance

What we believe

We believe that money is a tool, not a goal. As the shepherd of your financial journey, we strive to help you achieve a higher level of success that aligns with your personal values and long-term needs, so you can live more generously.