Congratulations to Gateway Financial Advisors CEO Shane Westhoelter for winning NAIFA-California’s Norman G. Levine Distinguished Service Award!
Shane received the award today at NAIFA’s awards banquet in California, and we were thrilled to be there with him to celebrate! 🎉
When you are financially stable, you feel confident with your financial situation. You don’t worry about paying your bills because you know the funds are available. You are debt-free you have money saved for your future goals & you also have enough saved to cover the unexpected
Cambridge congratulates Aprilyn Chavez Geissler of Gateway Financial Advisors on her election to the @wifsnational (WIFS) Board of Directors. Aprilyn Chavez Geissler, First Executive Vice President at @GFAsupport
What should you discuss with your financial professional? Your financial professional can help you build an individualized plan that helps you prepare for the expected & insure for the unexpected. We’re here to help! #gatewayproud#retirementplanning
Gateway Leadership Program Retreat 1 was a success in Napa California last week. Financial professionals are looking forward to personalized coaching and practical knowledge they can use in their practices. @AssetMark#gatewayproud#teamgateway#financialprofessionals#napa
Congratulations to Zach, our valued intern, for passing his life and health insurance exam. We wish him all the best in the last semester of his undergraduate program at Principia College in Missouri. We've thoroughly enjoyed having him work with us this summer. #teamgateway
Chelsey was born in Castro Valley, California, & has since settled in San Ramon California. She has been @Gatewayinsurancegroup since February 2014. She is a licensed Property Casualty insurance professional. Chelsey enjoys crafts & relaxing at the beach in her free time.#Gateway
Jeff Snyder serves as Gateway’s Executive Vice President responsible for business development, delivery, & growth of Gateway’s non-property and casualty insurance. He has been in the industry since the '90s & is recognized locally, & nationally as a company leader. #Meettheteam
The best way to be involved in your investments is to have a professional advisor whose opinion you trust Look at the data & research then make your decisions based on facts. Success & growing your wealth are dependent on having a plan & a professional to help you get there.
Megan Shannon grew up in Kalamazoo, Michigan. She has now settled & chose her home in ABQ for the last 14 years. Blessed to have her family here and to have a 93-year-old dad. She has now been part of Gateway Insurance & Financial Services for the last month as our receptionist.
#Gateway Annual Meeting was a success last week in New Orleans Louisiana. Thank you to all the financial professionals, agents, sponsors, and guests who joined us for our annual conference & awards reception. We came, we networked, we educated ourselves, and we had fun!
@GFAsupport is honored to share that they were recognized as a finalist for @investmentnews organization diversity award. Building an inclusive culture and following their mission of providing dignity to all has always been important to @GFAsupport#indiversity#dei#gateway
Trina joined #teamgateway as Executive Administrator in the ABQ office. She supports the Gateway executives & manages HR & office logistics. Trina is married & has 4 children & 2 grandsons. Sports are a big part of the family culture they play & love football baseball & softball.
Gateway Financial Advisors is proud to be named a finalist in the category of Diversity Champion as part of the 2023 InvestmentNews Excellence in DE&I awards program. The firm was profiled in the InvestmentNews Magazine,& winners will be announced at May 10 awards banquet in NYC
Alexis Smith grew up in northern New Mexico she moved to ABQ after graduating from Escalante High School where she played basketball. She has worked at Gateway Insurance since 2022 & started as a receptionist & then was promoted to a customer service rep in the multiline division
How do you plan to divide your assets when you die? Have you discussed it with your beneficiaries? Do you have it in writing? At Gateway we find people often forget to plan for the unexpected. We help families have hard conversations & plan for their future. #Gateway