Shane Westhoelter
San Mateo, California,United States
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Shane Westhoelter is the founder and Chief Executive Officer (CEO) of Gateway Financial Advisors, Inc., a prominent national financial services firm he established in 1982. With over four decades of experience in the financial services industry, he has built a reputation for visionary leadership, a strong commitment to client-centric financial planning, and fostering the growth and success of independent financial advisors. Shane is recognized for his expertise in wealth management, retirement planning, estate planning, and business succession strategies. He is known for his dedication to the industry, often speaking at national conferences and advocating for financial literacy and professional ethics.
Professional Summary
Shane Westhoelter's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Founder & CEO of Gateway Financial Advisors, Inc.
Established Gateway Financial Advisors in 1982 and has successfully led its growth into a nationally recognized firm supporting independent financial professionals across the United States.
Former President of NAIFA (National Association of Insurance and Financial Advisors)
Served as the National President of NAIFA (2013-2014), one of the industry's largest and most influential associations, advocating for financial advisors and their clients at both state and federal levels.
Inc. 5000 Honoree (Multiple Years)
Under his leadership, Gateway Financial Advisors, Inc. has been recognized multiple times on the Inc. 5000 list of America's fastest-growing private companies.
Forbes Best-In-State Wealth Advisor
Has been consistently recognized by Forbes as a Best-In-State Wealth Advisor for Missouri, highlighting his commitment to clients and excellence in financial advisory.
GAMA International Hall of Fame Inductee
Inducted into the GAMA International Management Hall of Fame, recognizing his outstanding achievements in agency building and leadership within the financial services industry.
Author and Speaker
Authored books on financial planning and is a sought-after speaker at industry events, sharing his insights on leadership, practice management, and financial strategies.
Educational Background
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Company Overview
The NetworkThe Network is a global alliance of more than 60 market-leading recruitment websites in over 150 countries. It connects recruiters with a vast pool of talent worldwide, offering a single point of contact for international online recruitment campaigns. Their services help companies find candidates across various industries and job functions on a global scale by leveraging the local expertise and reach of its member job boards.
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