We built this because we needed it and couldn't find it anywhere.
Dylan Reach — Founder
Dylan spent fifteen years building and operating multi-location healthcare businesses as an optometrist and practice owner. By the time he sold his practices, he had a clear view of what high-income business owners systematically miss, which is that nobody is coordinating their tax strategy, their insurance, and their investments as a single system.
He had the CPA. He had the financial advisors. None of them were talking to each other, and none of them were looking at the full picture.
After exiting healthcare, Dylan moved into private market investing, evaluating operators, underwriting deals, and building what became Expedition Equity, a private investment platform for accredited investors.
The insurance side came out of his own experience using whole life policies as a capital vehicle. He learned the Infinite Banking Concept, applied it to his own balance sheet, and realized that almost nobody in his professional network understood it or had access to it done well.
Expedition Wealth Strategies exists because Dylan couldn't find a firm doing all three of these things in a coordinated way, so he built one.
Gray Reach — Partner, Insurance & Policy Design
Gray Reach is a licensed life insurance agent and the insurance implementation partner at Expedition Wealth Strategies. He handles policy design, carrier relationships, underwriting coordination, and in-force policy management for EWS clients.
Gray works directly with the EWS case design team to structure policies for maximum cash value accumulation rather than maximum commission or the fastest application. Policy design is where the strategy actually lives, and it's where EWS spends the most time before a client ever signs anything.
Gray holds a life insurance license issued by the State of Georgia (License No. 3838955). Expedition Wealth Strategies, LLC is licensed to offer insurance products.
The rest of the team
Caitlin Day — Client Relations
Caitlin handles client communications, onboarding coordination, and ongoing relationship management. She's the person clients talk to most often once an engagement is underway, and she keeps the operational side of the relationship moving.
Donita Cocal — Administrative Coordinator
Donita supports internal operations, client documentation, and coordination across the EWS team, which covers the logistics of onboarding, policy applications, and everything that has to happen accurately and on time in the background.
We don't work alone.
Tax strategy, insurance implementation, and private market investing each take a specialist to do well, so we coordinate with a vetted network of CPAs, tax attorneys, and licensed specialists to implement each component of a client's plan.
Where you already have a CPA or an attorney, we work alongside them. Where you need a relationship you don't have yet, we make the introduction.
Our affiliated investment platform
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Expedition Equity is our affiliated private investment platform, built to give accredited investors curated access to private market opportunities across real estate, private equity, private credit, energy, and venture.
EWS clients who complete their tax strategy and insurance setup often find that their policy loans have given them capital that's ready to deploy. Expedition Equity is where that capital can go.