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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

Jess Vance

Virtual Advisor Support

Todd Kuen

Director of Technology, Training and Support

Tricia Hoffman

Operations Specialist

Matthew Grohocki

APMA®, CFS® - Director of PWS

Nancy Parker

Operations Specialist

Sam Gilmour

Operations Specialist

Rebecca Mello

Operations Specialist

SJ (Sara Jeanne) Caouette

Operations Specialist

Morgan Wood

Operations Specialist

Jordan Murphy

Operations Specialist

Joel W. Milam

LPL Licensed Administrative Assistant

Calypso

Furnancial Advisor

Maia

Chief Barketing Manager

Hayden

Office Mutterials Associate

MARKETING

Making It Happen

Sydney Hebert

Director of Strategic Partnerships

Michael Kitzman

VP of New Business Development

Faith Zeller

Director of Digital Strategy

Chris Magnifico

Chief Marketing Officer

Silvi Weatherill

Chief Experience Officer

Wiktoria Gorzelewska

Graphic Designer

Justin Phillips

Multimedia Specialist

Jessica Irizarry

Director of Social media

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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, and is a frequent national speaker and presented at many industry conferences, including the Investment News RIA Summit and Nitrogen’s Riskalyze. 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 full of fresh perspectives, undoubtedly shaping his extraordinary career trajectory.

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