Episode 109: Cambridge Stronger, Hosted by Cambridge’s CEO, Amy Webber with Shane Westhoelter of Gateway Financial Advisors ─ A Drive to Succeed
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Shane Westhoelter is the founder and CEO of Gateway Financial Advisors, Inc. in Albuquerque, New Mexico. He attended the University of Missouri and the University of Iowa, majoring in corporate law, but left his studies to pursue financial planning like his father. Shane joined Cambridge in 2009, and was a 2020 Spirit of Cambridge honoree. When it comes to his career, Shane loves providing dignity to his clients, and helping them build a legacy to meet their needs. In his free time, Shane enjoys hiking, biking, running, and traveling, as well as spending time with friends and family. He is also very active in his community, volunteering and advocating for the American Cancer Society, Alzheimer’s Association, and ALS Association.
Gateway Financial Advisors, Inc. is located in Albuquerque, New Mexico, and focuses on financial planning, asset management, insurance, employee benefits, investments, and the gateway benefit suite, which includes retail savings, travel savings, and ID protection. Shane and his team are committed to providing unmatched expertise and a superior portfolio of products to their clients, and believe in growing, conserving, and protecting their clients’ wealth. https://gfainvestments.com/
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., DBA: Quality Life Insurance Agency and Cambridge Investment Research, Inc. are not affiliated.
Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
Cambridge Stronger – Hosted by Amy Webber