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your team

Our Leadership Team

Jill Batley

President & Chief Compliance Officer

David Wood

Founder & Chief Visionary Officer

Eric Hall

Chief Executive Officer

OPERATIONS

Getting It Done

Bailey Sutherland

Chief Growth Officer

Ana Camara

Director of Advisor Success

John Johnson

Chief Strategy Officer

Kristyn Alexson

Director of Premier Advisor Support

Sue Walsh

VP of Business Analytics

Phil Weisbach

Director of Compliance

Alana Williams

Director of Virtual Support

Todd Kuen

Director of Technology, Training and Support

Nancy Parker

Operations Specialist

Matthew Grohocki

APMA®, CFS® - Director of PWS

Tricia Hoffman

Operations Specialist

    Rebecca Mello

    Operations Specialist

    SJ (Sara Jeanne) Caouette

    Operations Specialist

    Morgan Wood

    Operations Specialist

    Sam Gilmour

    Operations Specialist

    Carolyn Aiksnoras

    Operations Specialist

    Tiffany Radziszewski

    Operations Specialist

    Jordan Murphy

    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

      Michael Kitzman

      VP of New Business Development

        Sydney Hebert

        Director of Strategic Partnerships

        Chris Magnifico

        Chief Marketing Officer

        Silvi Weatherill

        Chief Experience Officer

        Karissa Cohen

        Director of First Impressions

          Justin Phillips

          Multimedia Specialist

          Jessica Irizarry

          Director of Social media

          Wiktoria Gorzelewska

          Graphic Designer

          Faith Zeller

          Director of Digital Strategy

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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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