Join Gateway

YOUR TEAM

Our Leadership

OPERATIONS

Getting It Done

Bailey Sutherland

Chief Growth Officer

Ana Camara

Director of Advisor Success

John Johnson

Chief Strategy Officer

Sue Walsh

VP of Business Analytics

Phil Weisbach

Director of Compliance

Todd Kuen

Director of Technology, Training & Support

Matthew Grohocki

APMA®, CFS® - Director of PWS

Tricia Hoffman

Operations Specialist

    Rebecca Mello

    Operations Specialist

    SJ (Sara Jeanne) Caouette

    Operations Specialist

    Sam Gilmour

    Operations Specialist

    Carolyn Aiksnoras

    Operations Specialist

    Tiffany Radziszewski

    Operations Specialist

    Shauna Thomas

    Operations Specialist

      Jordan Murphy

      Operations Specialist

      Kaili Ashman

      Operations Specialist

      Tamsin Kemos

      Office Manager / DFI

        Joel W. Milam

        LPL Licensed Administrative Assistant

        Calypso

        Furnancial Advisor

        Maia

        Chief Barketing Manager

        Hayden

        Office Mutterials Associate

        MARKETING

        Making It Happen

        Wiktoria Gorzelewska

        Graphic Designer

        Justin Phillips

        Multimedia Specialist

        Jessica Irizarry

        Director of Social media

        Andrea Kathe

        Client Experience Specialist

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          David Wood

          Founder and Chief Visionary Officer

          David Wood, a pioneer in the financial services industry, established Gateway Financial Partners in 1994, which he continues to steer as the Chief Visionary Officer. Wood’s experience spans across several decades, marking him as a leader, an accomplished entrepreneur, and an influential figure in the financial landscape. He possesses an innate ability to identify growth opportunities and is committed to delivering innovative strategies that elevate the success of independent practices.

          David is passionate about community engagement; he is renowned for his dedication to supporting not only local initiatives but nationwide initiatives. David is a signee of The Fearless Pledge, serves on the board of Females & Finance, is a frequent national speaker and has presented at many industry conferences, including the Investment News RIA Summit, The TPN Conference, and Nitrogen’s Riskalyze Fearless Investing Summit. David is frequently quoted in WealthManagement.com, Investment News, and Yahoo Finance.

          David’s zest and curiosity extend beyond the financial world. He is an active member of the Aircraft Owners and Pilots Association (AOPA), reflecting his belief in the importance of exploring ‘outside of your comfort zone.’ Wood is an ‘idea man’, passionate about providing his advisors with the support they need to help grow their independent practices and is full of fresh perspectives, undoubtedly shaping his extraordinary career trajectory.

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