Broker Check

1619 East Common Street
Suite 501
New Braunfels, TX 78130


Innovative Retirement, LLC

(830) 620-0131



We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Greg Gunderson, LUTCF

Registered Representative

(830) 620-0131

(830) 620-0177

Greg Gunderson is a Registered Representative and holds the series 6 and 63 licenses. He works with people who are looking for someone to assist them with their financial goals and plan implementation. They want someone they can trust...

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Carol is a dedicated office manager, responsible for fulfilling Greg's client needs. Carol knows where to access the answers to questions you may have. She works with the clients to create a welcoming environment. Her strengths include...

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Cody Rickaway is a CERTIFIED FINANCIAL PLANNER Professional and holds both the series 7 and series 66 licenses. Due to the way Cody and Greg are licenses, Cody will be the representative of record on all "fee based" products and...

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Heather Mazoch

Registered Client Service Associate



Heather Mazoch also has a series 7 and series 66 license. If Cody Rickaway is unavailable, Heather is properly licensed to answer any questions regarding a "fee based" product/account.

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