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YOUR TEAM

Our Leadership

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

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 Investment Platform Technology

SJ (Sara Jeanne) Caouette

Advisor Integration Manager

Carolyn Aiksnoras

Financial Advisor Support Team Manager

Josh Bernetzke

Business and Data Analyst

Charlie Galloway

IT Support Specialist

    Tiffany Brown

    Advisor & Trading Operations Support Specialist

    Chris Hartmann

    Financial Advisor Transition Specialist

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      Erik Landsverk

      Investment Platform Support Specialist

        Shannon Rooney

        Financial Advisor Support

          Rebecca Mello

          Operations Specialist

          Sam Gilmour

          Operations Specialist

          Jeremy Ziglar

          Operations Specialist

            Thomas Makela

            Financial Advisor Support

            Kaili Ashman

            Operations Specialist

            Shauna Thomas

            Financial Advisor Support

            Linda Gibson

            Financial Services Support Specialist

              Joel W. Milam

              LPL Licensed Administrative Assistant

              Joy Alfano

              Client Experience Specialist

                Valerie Sanders

                Advisor Integration Coordinator

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                  Dylan DeSanto

                  Advisor Integration Coordinator

                    Smiling man with short dark hair and stubble, wearing a blue textured sweater over a patterned collared shirt, against a white background.

                    Sam Mussen

                    Advisor Integration Coordinator

                      Juliana Jones

                      Advisor Support

                        Calypso

                        Furnancial Advisor

                          MARKETING

                          Making It Happen

                          Michael Kitzman

                          Chief Engagement Officer

                          Candace Byrnes

                          Opportunity Architect

                          Emily Seman

                          Growth Momentum Manager

                          Faith Zeller

                          Director of Digital Strategy

                          Silvi Weatherill

                          Chief Experience Officer

                          Justin Phillips

                          Multimedia Specialist

                          Jessica Irizarry

                          Director of Social media

                          Wiktoria Gorzelewska

                          Graphic Designer

                          Andrea Kathe

                          Communications & Marketing Specialist

                          Maia

                          Chief Barketing Manager

                          Hayden

                          Office Mutterials Associate

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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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