Southern Illinois University – Master of Business Administration – Business Analytics
Southern Illinois University – Bachelor of Science in Business Administration and Finance
Jefferson College – Associate of Science in Mathematics
Cole’s professional journey began with an internship at a notable financial services firm in St. Louis. However, his career took an exciting turn when he was drafted by the prestigious Boston Red Sox, where he spent two years refining his skills as a pitcher. Following his time in professional baseball, Cole transitioned back to the financial services industry, bringing with him the discipline, perseverance, and teamwork that defined his athletic career.
Cole joined Gatewood Wealth Solutions as a Wealth Coordinator, playing a key role in supporting the firm’s advisory teams and contributing to clients’ financial plans. His dedication and expertise led to a promotion in July 2022 to Wealth Planner, marking a milestone for both his career and the firm, as he became the first team member to successfully transition from Wealth Coordinator to Wealth Planner—a testament to the firm’s commitment to career growth and development.
Now, as Wealth Planner Manager, Cole leads the firm’s financial planning team, striving to ensure that every client’s wealth strategy is meticulously crafted to align with their life goals. He plays a pivotal role in mentoring and training other Wealth Planners, refining processes to enhance efficiency, and maintaining the firm’s high standards of service. Cole collaborates closely with advisors to guide families through life’s key financial moments, helping them make informed decisions with confidence.
Beyond technical financial planning, Cole is dedicated to fostering a culture of excellence and innovation, helping ensure that Gatewood Wealth Solutions continues to provide tailored, forward-thinking strategies that empower clients to build wealth with purpose.
Cole is a Certified Financial Planner® (CFP®) professional, a designation that demonstrates his proficiency in financial planning, risk management, investment, tax efficiency, retirement, and estate planning advising.
Cole holds his Series 6, 63, 65 and 7 securities registrations with LPL Financial, as well as his Life and Health license.
Cole lives in O’Fallon, Illinois, with his fiancé, Kaycie Dresch. In his leisure time, Cole’s passion for baseball remains undimmed. For the past several years, he has channeled this drive into coaching, imparting his expertise and love for the game to aspiring players. His ambition motivated him to establish a dedicated pitching lab, mentoring athletes across a wide spectrum, from major league hopefuls to budding talents at the youth level. Beyond the diamond, Cole is an enthusiastic participant in various other sports and outdoor pursuits, maintaining an active and engaged lifestyle.
The statements provided are testimonials by clients of the financial professional. The clients listed have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.