Bill offers 360* financial planning, with a focus on protected income streams and tax minimization.  Having been a financial professional since 1993 has given Bill a unique perspective on various economic climates, and which strategies work well in each setting.  Bill helps his clients prepare tailored income and cash flow solutions designed to last throughout retirement, and is a best-selling author of “The 7.0% Solution”.  Besides being a licensed tax professional, Bill is also a Certified Financial Fiduciary^® (CFF) , RICP^®  (Retirement Income Certified Professional), Certified Senior Advisor (CSA)^®, and CSFP (Chartered Senior Financial Planner).  Bill is a Qualifying Life Member of the Million Dollar Round Table financial services organization, representing 2% of financial professionals worldwide.

Bill is a graduate of the US Military Academy at West Point, and a Gulf War Veteran.  Bill and his wife Sheri have been married 29 years.  They are the founding directors of the Lifeway Center Inc, an area community organization that gives away over $1.2 Million of assistance annually to local residents in need via the Shepherd's Nook Food Pantry and Project Win Cancer Support Group, which they also help manage.

David Johnson, a Registered Financial Consultant® and a Certified Financial Fiduciary®  was born and raised in California and married his childhood sweetheart, Lisa, in 1986. They have three wonderful daughters and nine amazing grandchildren. For over 30 years David has been a wealth manager with the Series 7/63/65/24 licenses, and founded Johnson Wealth Management in 1994 with offices in both Arizona and California.   He is active in his local church, Rotary, and serves on several boards and foundations. He with his wife also love to travel to visit their children and grandchildren around the country.

As a Financial Advisor, Bret believes that there are many different aspects to be considered in planning for one’s financial future, but in order to achieve those long-term goals, investors will need to accumulate enough assets to make those goals a reality. Over 20 years, he has noticed that too many investors focus primarily on the planning side and not enough on the investment process. Is there a plan for managing their assets when markets are under performing as well as when times are good? The answer to that question may determine if goals are achieved or goals have to be re-adjusted. Bret’s focus is not only on helping his clients set their goals, but in also managing their assets in a way that gives them the best chance to realize those dreams.

Bret is a native Texan, born in Houston and raised in San Marcos. He is a graduate of Baylor University and also has an MBA in Finance from Dallas Baptist University. Early in his career, he worked in the real estate and homebuilding industry before moving into the financial services industry. After working at several investment firms in the Dallas area, Bret opened his own independent firm in 2005. In 2014, Bret re-established his firm as a Registered Investment Advisory (RIA) firm through the State of Texas doing business as Wilson Investment Services, LLC.

He lives in Rockwall with his wife of 32 years, Leslie. They have three happily married children and two grandchildren. When he’s not advising clients, watching the markets or reading his favorite investment blogs, Bret enjoys playing golf, building rustic furniture, visiting his kids and grandkids and going on mission trips with the youth at his church, LakePointe Church in Rockwall.

Dustin is a licensed Investment Advisor Representative with Woodbury Financial Services.

As a Managing Partner of Gateway Capital Advisors, Dustin enjoys taking a consultative approach to Financial Planning; this enables him to serve the complex needs and issues of successful families and business owners. "My primary objective is to be a trusted resource not only for my clients but for the ones they care about most." This mentality allows Dustin to treat each client's situation individually and match those scenarios with the most appropriate and efficient financial tools in the marketplace. By effectively helping families manage risk, investment costs, and long-term planning, we pride ourselves in giving clients the opportunity to achieve true financial success.

Dustin has a Bachelor’s Degree in Finance and holds FINRA Series 6,7, 63 and 65 securities licenses as well as his insurance licenses. 

Dustin currently resides in Kirkwood with his wife Blair and his two Sons, Hudson and Brooks.

Joe is a trusted and licensed Investment Advisor Representative in the St. Louis area.

As one of three managing partners with Gateway Capital Advisors, Joe focuses his practice on investment consultation, working one-on-one with clients to take a comprehensive approach to retirement income planning. He has served numerous clients throughout his career, using his experience to ensure his customers' financial decisions are in line with their future goals.

Joe strives to build successful long term financial relationships. He is licensed with FINRA series 6,7,63 and 65 securities license. Joe is well-versed in advanced strategies to help preserve, save and grow his clients' finances. Degree from Northeast Missouri State University (Truman State).

He resides in Dardenne Prairie with his wife Becke, and children, Carleigh and Maxwell.

Shaun is a licensed  Investment Advisor Representative for Woodbury Financial Services. 

As a Managing Partner of Gateway Capital Advisors, he focuses on taking a consultative and comprehensive approach to wealth management and retirement income planning for individuals, families, and business owners. This approach allows him to match the client's interest, values, and beliefs with the most appropriate financial instruments available in the marketplace.  His objective is to position the client for effective management of risk, performance, and expectations of their assets. 

Shaun has a bachelor’s degree in finance and is licensed in multiple states with his FINRA Series 6, 7, 63 and 65 securities licenses. He also holds licenses for Life, Health and Long Term Care Insurance. 

Shaun resides in St. Charles. He is married to his wife Alicia and has two daughters, Vivianne and Lexi and a son, Lee.

Brian has been a Financial Advisor for over 20 years, coordinating wealth preservation and planning for individuals. Brian utilizes his experience to assist clients in pursuing their goals through net worth analysis and retirement planning, as well as income and estate preservation strategies.

Brian earned a B.A. degree in Journalism with further studies in Business Management and Marketing from Colorado State University. He is a former member and past president of the Foothills Gateway Foundation Board and a current member of the Foothills Rotary Club.

Brian and his wife, Monique, have two children, Hunter and Kellan. They enjoy spending time together as a family, golfing and skiing.

“As an artist who draws with numbers, I see that every plan is as unique as our client. There will be no penny overlooked.”

With a life-long passion for investing, Dimitry began trading stocks while still in his teens. He accepted an internship with Paine Webber at 18 and, realizing an independent financial practice would give him the freedom to help his clients as he desired, moved on to Gerwin Group where he would serve as a Senior Investment Adviser. In 2003, with a vision of a more effective type of financial advisory firm, Dimitry founded Doffin where a team-oriented approach can leverage individual expertise for the collective benefit of the clients.

Dimitry and the Doffin group have a strong believe in charitable offerings where children are the focus, giving to City of Hope, St. Jude’s hospital and Toys for Tots.

When he is not “drawing with number,” Dimitry enjoys weightlifting, cooking and snowboarding.

He holds Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses, a California Insurance License (0D40793), and his Certified Financial Fiduciary, Certified Estate Planner, Certified Senior Advisor and National Social Security Advisor designations.

Marcus has been assisting clients in multiple rolls for over 10 years. His career began working for mutual and hedge funds on the institutional side then transferred to private wealth management in 2013.

He believes that trust and confidence are the building blocks of a successful financial partnership. Clients should expect that he will be committed to their financial success. Only with this foundation in place can he begin to meet your needs. Marcus is focused on being there to help clients with any issues that arise and guide them through the financial planning process.

Marcus lives in Burke with his wife and two children. He enjoys barbequing, golf and anything Hokie related.

       I.          Family Information

·        Age 79

·        Married to Deborah A. Frisch

·        Children Lauren (age 30) Michelle (age 27)

     II.          Licenses and Professional Affiliations

·        Attorney at Law:  Illinois since 1966; Colorado since 1977

   U.S. District Court (No. Dist. IL) (So Dist. Ga)

   U.S. Ct. Appeals (7^th Cir)

   U.S. Supreme Court

·        Real Estate Broker:  Illinois and Florida

·        Property and Casualty Insurance Broker:  Illinois

·        Member of the Chicago, Illinois, and American Bar Associations

·        Certified Financial Fiduciary â

    III.          Current Business Relationships

·        President of Frisch & Frisch Chartered, Attorneys at Law, Chicago, IL

·        Vice President, General Counsel and Member of the Executive Committee of Kroeschell, Inc. HVAC Contractors Arlington Heights, IL

·        Vice President of Ontario Indemnity Group SPC, Grand Cayman

·        Broker President of The Frisch Real Estate Group, Ltd., Chicago, IL

·        Broker President of MCF Properties, Inc., Stuart, FL

·        Broker Vice President of Cayman Captive Consultants, Ltd., Chicago, IL

·        Member Manager of various real estate ventures

   IV.          Educational and Professional Matters

·        University of Illinois:  B.S. 1962; J.D. 1965; Order of the Coif

·        Assistant Editor:  U. of Ill Law Forum

·        Illinois Secretary of State’s Advisory Committee to Revise Illinois Business Corporation Act of 1983

·        Member Editorial Committee Illinois Business Corporation Act Annotated

·        Author:  Illinois Mechanics Liens and Attorneys Guide to Negotiations

·        Certificates of Appreciation form Illinois Institute for Continuing Legal Education and Chicago Bar Association

·        Former Chairman:  Corporation Law Committee Chicago Bar Association

     V.          Military

·        United States Naval Reserve 1962-1976 to the Rank of Lieutenant Senior Grade, Special Duty Intelligence