Gateway Financial and Chad Nielsen
CLIENT-FOCUSED, DISCIPLINED INVESTMENT APPROACH
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., Gateway Insurance Services, and Gateway Consulting. Chad’s experience and education in the financial industry has aided him in assisting employees of the Federal Government. As a representative of “the Federal Benefits Advisory Group” Chad taught classes on a variety of financial topics to include Retirement, Investing, and Insurance. In 2001, Chad also helped establish the “Benefits Advisory Group” a privately owned company devoted to helping families achieve financial independence, he remains a member of the board of directors today. Drawing upon these experiences and many years of working in his family owned and operated business, 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 Pocatello and Idaho Falls, Idaho as well as a branch office in Logan and Layton, Utah.
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
Todd Cragun
Todd is our newest member of the Gateway Financial Team. As of January 2011, he has had the opportunity to work with those in the Layton, Utah area. In the past, Todd was responsible for a successful development company. He was able to raise several million dollars to create developments that would have a great impact on the community, by helping make homes affordable to new and low- income families. He feels that giving back to the community is important.
When not at work, Todd enjoys spending time with his wife and three kids. He also enjoys extreme sports like water skiing, barefoot sking, Heli skiing, motocross, golf, camping, traveling and most importantly, spending time with his family.
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.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Gateway Financial & Estate Planning, Inc., and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by Gateway Financial & Estate Planning, Inc., a Registered Investment Advisor in the State of Idaho. Insurance products and services are offered through Benefits Advisory Group. Gateway Financial & Estate Planning, Inc., and Benefits Advisory Group are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of “Idaho” or where otherwise legally permitted.