Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
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.
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.
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.
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.
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.
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