Andrew Gilliland - Financial Planner

Andrew Gilliland has spent the last half decade building a financial planning practice with a singular focus: helping queer folks get to the center of their own financial stories.

His work is rooted in a belief that our community deserves more than competent planning. It deserves planning that holds the full weight of queer life, the joys, the complexities, and the futures our ancestors dared to dream about. Andrew creates the space for clients to imagine long, financially impactful lives and then builds the roadmap to get there.

Before finding his way into financial planning in 2020, Andrew studied at Abilene Christian University and built a career across theatre, education, and fitness. Each chapter sharpened something essential: how to listen, how to teach, and how to meet people exactly where they are. He brought all of it with him when he joined the financial planning world, and all of it now lives at the heart of his practice at Identiti Financial.

When he is not working with clients, Andrew is writing, rereading A Little Life, making memories over good meals with friends, or finding his way to Colorado.

Joshua Betz

Director of Operations
 

Joshua is a dedicated and accomplished professional with a diverse background that seamlessly blends artistry and operational excellence. Originally from southern Indiana, he pursued a rigorous education in theatre at Millikin University in Decatur, Illinois, cultivating a strong foundation in the performing arts. For seven years, he worked in the theatre scene of New York City, performing in off-Broadway stages and out on national tours. During this period, he also worked on an array of survival gigs in high-end restaurants and bespoke coffee shops, developing a robust work ethic, adaptability, and an exceptional capacity for multitasking. These experiences not only showcased his talent but also honed his ability to manage complex projects and work collaboratively in dynamic environments.

The onset of the pandemic steered Joshua towards new horizons in estate management and personal assistance on Fire Island and Miami Beach. Here, his organizational skills and attention to detail shone brightly, preparing him for his next professional chapter.In March 2022, Joshua joined Identiti Financial where he now serves as Director of Operations. In this role, he leverages his unique skill set to enhance operational efficiency and support the company's mission of providing inclusive financial services. Outside of his professional endeavors, Joshua enjoys spending summers on Fire Island with his close friends Andy and Ward, and his boyfriend Billy. They immerse themselves in the island's rich history and often participate in festive costume events, celebrating both creativity and community. With a passion for the arts and a knack for operational strategy, Joshua continues to make meaningful impact in every facet of his career.