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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

Jess Vance

Virtual Advisor Support

Todd Kuen

Director of Technology, Training and Support

Tricia Hoffman

Operations Specialist

Matthew Grohocki

APMA®, CFS® - Director of PWS

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


Furnancial Advisor


Chief Barketing Manager


Office Mutterials Associate


Making It Happen

Chris Magnifico

Chief Marketing 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, 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.