About (old) 2018-11-15T01:03:10+00:00

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.

Our Mission

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.

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Quality Life Plan®

Our “Quality Life Plan“® is more than a traditional financial plan. It’s built to “Take the If out of Life”© allowing you to leave a legacy by design and not by default.

The financial decisions you make can result in stress and worry or bring you confidence and comfort. Having the economic means to live a quality life now is as important as saving for retirement.
We want to help you attain and enjoy a quality life now, as well as in retirement.

Start the Conversation
Access Your Quality Life Plan®

Executive Board

Shane Westhoelter

President and CEO
Shane Westhoelter
President and CEOshane@gfainvestments.com
Office: 858-428-3929
Direct: 636-262-0766
Location: San Ramon, CA

Aprilyn Chavez Geissler

First Executive Vice President
Aprilyn Chavez Geissler
First Executive Vice PresidentOffice: 505-585-5595
Direct: 505-270-9727
Location: Albuquerque, NM

Bryan Stebel

First Executive Vice President
Bryan Stebel
First Executive Vice Presidentbryan@stebelfg.com
Office: 858-428-3929
Direct: 858-558-4696
Location: Cardiff, CA

John Maggiacomo

Executive Vice President
John Maggiacomo
Executive Vice Presidentjam@gfainvestments.com
Office: 978-809-3393
Direct: 561-212-6996
Location: Andover, MA

Steve Doman

Executive VP of Operations
Steve Doman
Executive VP of Operationssdoman@gfainvestments.com
Office: 925-999-8699
Direct: 925-207-9927
Location: San Ramon, CA

Shawn Westhoelter

Exec VP Gateway Insurance Grp
Shawn Westhoelter
Exec VP Gateway Insurance Grpshawnw@gatewayig.com
Office: 636-464-5442
Direct: 636-464-5442
Location: St. Louis, MO
Gateway Insurance Group
www.GatewayIG.com

Jeff Snyder

Exec VP, Ins & Bus Development
Jeff Snyder
Exec VP, Ins & Bus DevelopmentJSnyder@gfainvestments.com
Office: 858-428-3929
Direct: 415-310-4131
Location: San Ramon, CA

Our Process

Our investment process begins with the belief that market sector and asset class forces influence the greatest portion of an individual securities price movement.

Our Approach

We believe in risk management, as well as return management. It is our core belief that portfolios should be managed with the intent of helping to lessen overall risk. We focus on using strategies that allow for both wealth preservation and wealth accumulation.

Our investment approach is both
top down and bottom up.

It starts with risk analysis that reviews broad market segments, asset classes, and sectors.

The goal is to determine where risk is the greatest (areas we want to avoid) and where risk is the lowest (areas we may be willing to invest).

Portfolio Construction

We select market allocations, and form within it, asset class and sector allocations.

Technical Analysis

Methodology for forecasting the direction of prices through the study of past market data, primarily price and volume.

Positions and Weights

We utilize stock overlap comparisons, beta ratings, and investment methodologies.

Fundamental Analysis

Methodology to determine the underlying health of a company by examining the business’ core numbers.

While many money managers use either technical analysis or fundamental analysis, very few use both. Fixed income securities are chosen with the same care and attention as stocks or other investment vehicles. At Gateway, we strive to increase total return within the framework of capital preservation and reduced overall risk.

Our Style

We are frequently asked to explain how our investment style differs from that of other money managers. While we can’t comment on the thousands of money managers around the world, it is easy to group most money managers into three distinct styles:

Disclosure


*Asset allocation and diversification strategies cannot guarantee against loss or assure profit in a generally declining market.

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