top of page
Team Picture-1695245205008_edited_edited.png

MEET THE TEAM

Each of our team members is wholeheartedly committed to your financial journey.

Our industry-leading credentials per capita are evidence of our firm's commitment to lifetime learning.

Christopher.jpg
Christopher Arends, CFA®, CMT®, CAIA®
Chief Investment Officer

Chris began his career managing the Operations Department at a Northwestern Mutual office, laying a strong foundation for his expertise in the financial sector. Read More >

Clay.jpg
Clayton Feldman, CFA®
Director of Operations

Clay’s professional journey at Gatewood Wealth Solutions began in client services. He quickly broadened his role into strategic and scalable operations. He collaborates with all departments to develop, brand, and implement the signature GWS Process. Read More >

Nina.jpg
Nina Breen, CFP®, RICP®, CPWA®
Wealth Planner

Nina began her financial services career in 2013 with another prominent St. Louis firm before joining the Gatewood Wealth Solutions team in 2019. Read More >

John .jpg
John Gatewood, CFP®, CLU®
Founder & Business Development Officer

In 1981, following his move to Chicago, John founded the Gatewood Group, a comprehensive financial planning firm. Under John’s leadership, it experienced consistent growth and transformation, culminating in what is now known as Gatewood Wealth Solutions. Read More >

Jared.jpg
Jared Freese, CFP®, CLU®,
CEPA, ChFC®

Wealth Advisor

Jared is responsible for creating and proactively monitoring clients’ financial plans. He collaborates with their Client Care team of professionals, guiding clients through critical financial decisions and life events. Read More >

Lauren.jpg
Lauren Goeddel, CFP®
Wealth Planner Manager

Lauren began her professional career in financial services with Gatewood Wealth Solutions right after graduating from the University of Kentucky. Since then, Lauren has steadily honed her skills and expanded her expertise. Read More >

Dan.jpg
Daniel Goeddel, MBA
Partner | Chief Operating Officer | Wealth Advisor

Dan’s tenacity and expertise have driven his progressive advancement through diverse roles within Gatewood Wealth Solutions (GWS). His exemplary leadership, relentless commitment, and stellar performance culminated in his appointment to partnership in 2019. Read More >

Brian.jpg
Brian McGeehon, MAcc, CFA®, CLU®
Partner | Chief Financial Officer |  Wealth Advisor

Brian began his professional journey with Gatewood Wealth Solutions in 2008 as the firm’s third recruit among its current team. Today, Brian holds the positions of Chief Financial Officer, Wealth Advisor, and Partner in the firm. Read More >

Kathleen.jpg
Kathleen Harris
Culture and Engagement Specialist 

Kathleen joined the Gatewood Wealth Solutions team in 2021, leveraging her 10 years of experience in customer service and marketing. With a successful track record in the medical industry, she has a proven talent for enhancing client experiences. Read More >

Christina.jpg
Christina Shockley, JD, CFP®
Partner | Chief Planning Officer | Wealth Advisor

Christina embarked on her journey with Gatewood Wealth Solutions in 2011, shortly after graduating from college. Determined to provide comprehensive guidance to clients for complex matters, she specialized in estate, tax, and business planning. Read More >

Blake.jpg
Blake Higdon, MBA
Operations Associate

In July 2021, Blake joined the Gatewood Wealth Solutions team. In his current role, he assists our team of advisors in managing the firm’s clients’ overall financial planning and performance, demonstrating his commitment to client-focused financial guidance. Read More >

Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
Chief Executive Officer | Partner
Aaron.jpg

Aaron’s journey into the finance sector took a distinctive route. After high school, Aaron served in the United States Marine Corps, which instilled in him a robust discipline and leadership acumen — values he subsequently brought to his studies at Washington University. Read More >

Cole.jpg
Cole Milam, CFP®
Wealth Planner

Cole began his professional career as an intern at a notable financial services firm in St. Louis. His professional pursuits took an exciting detour when he was drafted to the Boston Red Sox. After a two-year tenure with the team, Cole transitioned back to the financial services industry. Read More >

Charlie.jpg
Charles Scheipeter
Wealth Coordinator

In his role at GWS, Charlie works closely with the Investment Committee and supports the Operations Department.  His responsibilities include tracking and updating the GWS model investment portfolios, as well as attribution tracking. Read More >

Melissa.jpg
Melissa Sims, CLU®
Wealth Coordinator Manager

As Wealth Coordinator Manager, Melissa remains a vital contributor to the firm, overseeing the team responsible for the administrative facets of client accounts. Read More >

Muhammad "Mo" Khalid, MSF
Wealth Coordinator
Mo.jpg

After gaining valuable experience in Boston at two of the world’s largest global asset management firms, Mo took on a pivotal role at Goldman Sachs in its well-established Private Wealth Management division. There, he provided exceptional service to ultra-high net worth clients as a Financial Analyst. Read More >

Annie Erickson.png
Annie Erickson, CPA, MAcc
Wealth Coordinator

Annie Erickson, CPA, MAcc, is a seasoned financial professional with a background in internal audit and financial advisory services. Prior to joining Gatewood Wealth Solutions, Annie made significant strides at Protiviti in Brentwood, MO, where she began as an Internal Audit & Financial Advisory Consultant. Read More >

Brandon Laxton, CFP®
Wealth Coordinator
Brandon.png

Brandon began his career in wealth management and financial planning as a Wealth Advisor Intern at Morgan Stanley. After graduating from the University of Missouri, Brandon excelled as a Portfolio Trader with US Bank. Read More >

Clint Clemons, CFP®
Wealth Planner
Clint Clemons.jpg

Clint began his career in wealth management and financial planning as a Wealth Management Advisor at Meridian Wealth Management in Lexington, Kentucky. In 2020, Clint moved to LPL Financial in St. Louis where he worked as Client Relationship Manager and Financial Planner.    Read More >

Jerry.jpg
Hongzhe "Jerry" Pan, MSA
Investment Operations Assistant

Jerry embarked on his professional journey with a role as financial analyst intern at a leading private equity firm based in Shanghai, an experience that equipped him with invaluable insights and hands-on experience in the industry. Read More >

Micah Alsobrook, MBA
Retirement Plan
Relationship Manager
Micah Alsobrook Headshots.png

Micah brings over a decade of experience to his role as a Retirement Plan Relationship Manager. Micah’s journey in the financial sector began as an Auditor with a St. Louis based accounting firm, Brown Smith Wallace.  Read More >

Tianpu "Rick" Li
Project Management Intern
Rick Li.png

Rick Li is currently pursuing dual master's degrees at Washington University, with an expected graduation in December. He has developed a strong background in financial and data analysis through internships. At Gatewood Wealth Solutions, he validated and refined financial models for investment analysis. Read More >

Chelsy Schulte
Marketing Associate
Chelsy headshot.png

In her position at GWS, Chelsy plays a vital role in shaping the firm's outreach strategies and brand positioning. Leveraging her diverse skills and experience, she crafts compelling marketing campaigns aimed at fostering new client engagement and driving business growth.  Read More >

Caroline Schneider, M.S.Ed.
Executive Assistant
Caroline Schneider-New Hire Intermediary Website Headshots.png

Caroline is the Executive Assistant to the C-Suite executives at Gatewood Wealth Solutions. She previously held the same role for the CEO of a pool service company in Austin, Texas. Read More >

James Kelleher
Financial Planning Intern
James Kelleher.png

James Kelleher is currently pursuing a major in Financial Planning as well as several minors. He serves as the Vice-President of Career Development for the Mizzou chapter of the Financial Planning Association, as well as an associate for the Student Fee Review Committee, responsible for allocating over 30 million dollars. Read More >

bottom of page