Welcome to Gateway Financial Advisors!

Whether you’re a business owner building an empire, a parent with a passion for donating to charitable causes, a sports star with a reputation to uphold, or a widow looking to provide a stable life for your kids, we are that partner you’ve been searching for.

Our approach is personalized for every person, every situation, and every opportunity we encounter. We do more than financial planning – we help our clients build a Quality Life Plan.

Start my Quality Life Plan

Quality Life Planning answers four universal questions:

1. What if I live?
2. What if I linger?
3. What if I leave?
4. What is my legacy?

By default or by design, we all leave a legacy. We’re here to help you take the “if” out of life and leave your legacy by design.

Our Services

Financial Planning

Fee-Based, Asset Management, Portfolio Analysis, Business and Quality Life Plans

Insurance

Life, Disability, Auto, Home, Annuities, Long Term Care, Asset and Income Protection

Investments

Stocks, Bonds, Mutual Funds, General Securities, Variable Products and Variable Life

Asset Management

Estate and Philanthropic Planning, Alternative Investments, Liability and Liquidity Mgmt

Employee Benefits

Medical, Dental, Vision, HSA and Qualified Pension Plans, Long and Short Term Disability

Gateway Benefit Suite

Telemedicine, ID Protection, Retail Savings, Roadside Services, Travel Savings, Tech Experts

Let’s Get Started

Gateway Financial Advisors, Inc. is a privately owned financial services company committed to providing industry-best service, a superior portfolio of products, and unmatched expertise.

We care about each and every relationship and use a personalized approach to focus on growing, conserving, and protecting your wealth. Our core values are:

Integrity, Passion, Influence and Purpose

The four sides of the Gateway Financial Advisors logo represent these four values.

Work With Us

Our Leadership

Shane Westhoelter

President and CEO

Aprilyn Chavez Geissler

First Executive Vice President

Shawn Westhoelter

Exec VP Gateway Insurance

Jeff Snyder

Exec VP, Ins & Bus Development

John Maggiacomo

Executive Vice President

Andrew Wittich

Director of Recruiting

Christina Caldwell

Director of Compliance

Check the background of these investment professionals on FINRA's BrokerCheck.

Gateway Financial Advisors, Inc. was formed in January 2000. Prior to that we operated as Shane Westhoelter and Associates Insurance Agency, formed in 1988. Today we’re a national full-service financial marketing organization of high-level financial professionals interested in owning and operating their own business and office location.