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your team

Our Leadership Team


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 and Support

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


      Furnancial Advisor


      Chief Barketing Manager


      Office Mutterials Associate


      Making It Happen

      Chris Magnifico

      Chief Marketing Officer

      Karissa Cohen

      Director of First Impressions

        Justin Phillips

        Multimedia Specialist

        Jessica Irizarry

        Director of Social media

        Wiktoria Gorzelewska

        Graphic Designer

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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, 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.