Client's Corner

Gateway Financial and Chad Nielsen

CLIENT-FOCUSED, DISCIPLINED INVESTMENT APPROACH

Choosing an advisor

With an extensive background in business management, Chad Nielsen began his career in the financial services industry more than a decade ago. Chad currently serves as president and founder of Gateway Financial and Estate Planning, Inc. As a representative of "the Federal Benefits Advisory Group" Chad taught classes on a variety of financial topics which include Retirement, Investing, and Insurance. Chad organized Gateway Financial in 2007. As a Registered Investment Advisory Firm, Gateway offers a diversified portfolio of investment and insurance solutions. These solutions help their clients to make educated choices that will help to protect assets, and grow their wealth, empowering them to live their dreams. Gateway Financial currently has offices in Layton and Logan, Utah and Pocatello and Idaho Falls, Idaho.

Chad's community and civic work includes his 30 year relationship with the Boy Scouts of America where he has served as a charter member for over 30 years and volunteered with the organization in many different capacities.

Chad also enjoys spending time with his wife, Kay, and their 5 children. As a family, they enjoy outdoor hobbies such as fishing, hunting, riding snow mobiles, and boating.

OUR TEAM

Stephanie Taylor
Stephanie joined our team in March 2011 after spending six years in New York City. While in New York, Stephanie obtained her Master's degree and worked at Sotheby's auction house before taking a position at a boutique investment firm in their Human Resources department. Originally from the Boston area, Stephanie has deep familial roots in Idaho and moved to Pocatello last year to be closer to family. She enjoys being outdoors with her yellow lab, Lucy, spending time with family, traveling and reading great literature.

Camille Gilbert
Camille was born and raised in Pocatello. She has been with Gateway Financial since March 2010. She is our marketing and seminar guru. As office manager Camille keeps Chad on his toes with scheduling and maintains order on the day to day business. After high school graduation, she spent some time in Martha's Vineyard and New Jersey on a working vacation and served an 18 month mission for her church in Southern California. She has attended school at BYU-I and ISU; she plans to get her culinary arts degree. She married Tyler Gilbert in 2009 and they had their first son Micah, in September of 2010. Camille likes anything outdoors and entertaining family and friends.


Investment advisory services offered through Gateway Financial & Estate Planning, Inc., a Idaho Registered Investment Advisor. Insurance products and services are offered through Benefits Advisory Group. Gateway Financial & Estate Planning, Inc. and Benefits Advisory Group are affiliated companies.