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

For more than 20 years, Lili has provided her clients with the support they need to identify their goals and develop sound plans for their financial future.

She believes success should be measured not just by your financial well-being, but by how confident you feel about your future. Her mission is to help clients reach their financial goals through a relationship based on personalized, knowledgeable advice. This focus is designed to help clients reach their goals, giving them greater peace of mind. She assists her clients in maintaining their financial focus so they can achieve the goals that are most important to them and their families, both now and in the future.

Area of Focus

Financial Planning, Investment Advice, Retirement Planning Strategies, Estate Planning Strategies, Asset Allocation, Employee Stock Options and Risk Management.

 Qualifications

MBA, George Washington University

Certificate of Financial Planning, Georgetown University

Institute of CERTIFIED FINANCIAL PLANNER ™ practitioner

Certified Financial Fiduciary®

Life and Health Insurance Licensed

FINRA(formerly NASD) Securities Licensed – 7 Securities License, 63 State License, 65 Registered Investment Advisor

 Community Service

Tahirih Justice Center – Pro Bono work with immigrant women and girls seeking justice in the United States from gender based violence.

Human Rights First – Pro Bono financial advice for individuals who’ve been subjected to violations against human rights such as tyranny, extremism, intolerance and violence.

 Associations

Member – Financial Planning Association

Tom Malone is the founder and President of Red Clay Financial LLC, a firm committed to helping retirees and pre-retirees build and protect their assets using innovative retirement income strategies. Tom has over 30 years of experience in the financial services industry and began his career as a full-service stockbroker. Tom witnessed Black Monday, October 19, 1987, the biggest single one-day loss Wall Street has ever suffered. The crash taught him a shocking lesson about market exposure and its risks for retirees. Tom is a Certified Financial Fiduciary, an educator, and a radio host. His mission is to provide retirees and those about to retire with dedicated, customized retirement strategies that provide safety, growth, guaranteed lifetime income, and financial confidence.

With his sincere approach to financial planning,

Nathan Lawson takes time to understand the needs

and goals of his clients. Keeping their best interests in

mind, he educates clients on their options, generates

a plan, and by researching which companies have

the best options for each client, makes sure they are

confident with the financial plans for their futures.

“I enjoy seeing someone go from overwhelmed and

unsure to educated and comfortable,” he says.

Nathan specializes in retirement planning, 401k/IRA

rollovers and annuities. He also spends time with clients

educating them on Medicare and life insurance.

“I would rather do what’s best for a client and keep

them happy for the next 30 years, than worry that

they may find something better and lose trust in

me,” Nathan says.

Nathan prides himself on customer satisfaction and

strives to be the type of advisor he would use himself.

He believes the best way to keep clients informed and

comfortable is with personal interaction. His clients

are given his personal cell phone number, knowing

they can call him 24/7. Nathan understands that

contacting a financial advisor may take a few minutes

of his clients’ time, but says it’s worth it because minor

adjustments can be made to maximize incomes and

cut unnecessary costs.

“When I was a child our family struggled financially. I

had to help support my mother and two younger

brothers since the age of 6. We delivered the Detroit

Free Press and Detroit News for 20 years at 3:00

AM – 6:00 AM everyday while going to school.”

Nathan says. “I don’t like to see others struggling. I

enjoy helping them out. I’m able to do that at this job

and I love it.”

Nathan is married to his wife, Josey, and has two

daughters, 3 year-old Scarlett and 6-month old

Jubilee. Nathan enjoys staying active and takes

part in many community recreational leagues. He

is also an active member in his congregation.

George McReynolds is a Certified Financial Planner™ practitioner, a Registered Financial Consultant®, and author of the personal finance book, “Prosperity By Design." Our mission is to help people create compelling dreams for their future, the plans to attain them and the time to enjoy them.

His rich history of trust, service and courage has carried into the relationships he builds with his clients.

George is a decorated veteran of the US Army and served on the security detail for the Supreme Allied Commander at NATO headquarters in Belgium. He kept his secret clearance serving with an Intelligence Unit in the Reserves. He graduated with high honors from both the 1st Army Intelligence School and the Military Police School.

George graduated 1st in his class from the Pennsylvania State Police Academy. He served as a Paramedic, police officer & on a police SWAT team. He was a self-defense, first aid and rappelling instructor. He was awarded 3 official commendations. "

Thanks.