Professional Summary

Professional Overview

Shane Westhoelter is an accomplished financial services executive with extensive experience in the insurance and wealth management industries. As the CEO and Founder of Gateway Holding Company, Inc., Gateway Financial Advisors, Inc., and Gateway Insurance Group, Inc., he has demonstrated a proven track record of leading and growing successful businesses.

Experience Summary

Current Roles

CEO/Founder, Gateway Holding Company, Inc. (2024-11-01 to Present)

Oversees the strategic direction and operational management of the Gateway Holding Company, a diversified financial services conglomerate.

Responsible for driving business growth, fostering innovation, and ensuring the delivery of exceptional client services across the organization's various subsidiaries.

CEO, Gateway Financial Advisors, Inc. (1988-11-01 to Present)

Spearheads the development and implementation of comprehensive wealth management strategies for high-net-worth individuals and families.

Leads a team of experienced financial advisors in providing tailored investment planning, tax optimization, and estate planning solutions.

CEO/Founder, Gateway Insurance Group, Inc. (2009-02-01 to Present)

Oversees the strategic direction and operational management of the Gateway Insurance Group, a leading provider of insurance products and risk management solutions.

Responsible for building and maintaining a diverse portfolio of insurance offerings, including life, health, and property and casualty insurance.

Career Progression

Founding Partner/CEO, Gateway Insurance Solutions LLC (2013-02-01 to 2015-12-01)

Established and led a successful insurance solutions company, focused on providing customized risk management services to businesses and individuals.

Grew the company's client base and expanded its service offerings, contributing to its recognition as a leading provider in the industry.

Regional Vice President, Woodbury Financial Services (2007-10-01 to 2009-09-01)

Managed a team of financial advisors and drove the growth and development of the company's regional operations.

Implemented innovative sales and marketing strategies that resulted in increased client acquisition and retention.

Director of Training and Recruiting, THE Financial Services NETWORK (2006-07-01 to 2007-10-01)

Spearheaded the development and delivery of comprehensive training programs for financial advisors, equipping them with the knowledge and skills to excel in their roles.

Played a key role in the recruitment and onboarding of top talent, contributing to the growth and success of the network.

Academic Background

Shane Westhoelter holds a Bachelor of Science degree in Finance from the University of California, Berkeley, where he graduated with honors.

Areas of Expertise

Financial planning and wealth management

Insurance product development and risk management

Business strategy and operational leadership

Talent development and team building

Innovation and technology integration in the financial services industry

Professional Impact

Recognized as a thought leader in the financial services industry, frequently invited to speak at industry conferences and events.

Actively involved in philanthropic initiatives, serving on the board of directors for several local charities and non-profit organizations.

Instrumental in the growth and diversification of the Gateway Holding Company, expanding its reach and positioning it as a leading player in the financial services sector.

Conclusion

With his extensive experience, strategic vision, and unwavering commitment to client success, Shane Westhoelter has established himself as a prominent figure in the financial services industry. As he continues to drive the growth and innovation of the Gateway Holding Company, he remains dedicated to delivering exceptional services and value to his clients while also making a positive impact on the communities he serves.