CEO MONTHLY / GLOBAL CEO EXCELLENCE AWARDS 2019 29 , Jun19080 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 profile the firm and its CEO and Founder Shane Westhoelter to learn more about how it leads the firm according to its principals and drives it to consistent excellence for its valued clients. Financial Planning CEO of the Year 2019 - USA Founded in 1990, Gateway Financial Advisors has since flourished, and today the firm boasts offices across the USA, supporting a wide range of clients. Led by CEO and Founder Shane Westhoelter, the firm draws on his extensive experience in the financial market, which began in 1988. Since the beginning of his career Shane has been an industry leader in insurance and investments and has developed a proprietary process known as “Quality Life Planning” that takes the foundations of financial planning and applies them to a client’s life before they retire so they can have “Quality Life” daily. An entrepreneur at heart, Shane’s specialty is building businesses into enterprises and his passion is helping others do the same. Having created Gateway Financial Advisors, Shane is now the ultimate authority for corporate decisions and leads by example with enthusiasm and knowledge. Supported by an expert team of financial advisors, Shane aims to offer every client a personalised approach. His ‘Quality of Life Planning’ approach has remained, and clients at Gateway Financial Advisors have the opportunity to create a personalised plan that will allow the firm’s team to understand and work towards their personal goals. Looking to the future, Gateway Financial Advisors will continue to strive towards excellence for its valued clients, with Shane and his team to enhance their service offering and grow their skillset to better meet their clients’ constantly growing needs in this competitive market. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a brokerdealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated. Gateway Financial Advisors 6000 Uptown Blvd NE Ste 100 Albuquerque, NM 87110 Company: Gateway Financial Advisors Inc Contact: Shane Westhoelter Website: gfainvestments.com Shane Westhoelter, Gateway Financial Advisors Inc
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