Gateway Financial Advisors

I am an independent professional advisor, working only for you, the client. I don't work for a bank, insurance company, or broker. I will customize a financial plan that's right for you and provide you one on one advice, feedback, and guidance. Unlike a robo advisor, or remote advisor (in another state or country), I will personally meet with you several times per year. Like most of my clients, I too worked in tech for 25+ years so I know how difficult it is to find time to track investments, analyze complex products, and stay on top of changing markets. Let me help you get your financial house in order, and accomplish that goal you've been struggling with (retirement, buying a house, college savings for kids, maybe starting your own business). Compare my background and how I make money to the other advisors on this site. Come to me for truly objective advice, and to work with someone who gets you. I love helping fellow tech workers accomplish their financial goals instead of struggling with finances in the same way I used to. It's my way of giving back.