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Monday 7am - 4pm Tuesday 7am - 4pm Wednesday 7am - 4pm Thursday 7am - 4pm Friday 7am - 4pm

Gateway Financial Partners Northwest

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United States
Priest River, ID
Gateway Financial Partners Northwest

Financial services. Retirement, college planning. We work to explain things clearly and value your well-being.

Since 1994, we have strived to be the lead financial advisor for our clients through honesty, integrity, and deep professional knowledge. What this means to you is we get to know you on a personal level and are there for you throughout your Bench of Life™. The goal is to provide you confidence in having a partner who connects with you and where you want to go in life.

• Securities and advisory se

rvices offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC finra.org sipc.org
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

08/26/2026

Newport Beach, here we come! 😎🌴

We're excited to be the leading sponsor of NAIFA's e3 Collaborate!

Our founder and CVO, David Wood, will be taking the stage on Tuesday for the e3 Collaborate Professional Education Series. We’re looking forward to the conversations, connections, and new ideas that come from bringing so many people in our industry together.

There’s still time to join us!

👉 Register here: https://community.naifa.org/events/register.aspx?id=2047996&itemid=d2d2dadd-0faf-40af-b015-87e0c541c29e

04/06/2026

Gateway Financial Partners is pleased to welcome Jeff Masters as our newest affiliation!

Masters focuses on comprehensive financial planning, retirement planning, investment guidance, charitable giving, and generational considerations.

Guided by principles of integrity and generosity, Jeffery works with clients to bring clarity to financial decisions and approach change with intention.🌟

Learn more about Jeff and his practice in the Gateway Newsroom!

https://joingateway.com/2026/03/24/jeffery-masters-joins-gateway-financial-partners-bringing-a-values-based-perspective-to-financial-planning/

02/19/2026

Gateway Financial Partners is pleased to welcome Aaron Piquet and Sam Vercillo as our newest affiliation!

Aaron’s background in psychology and human services shapes a planning approach centered on listening, problem-solving, and helping clients navigate life’s financial transitions, with a focus on retirement, tax-aware planning, investments, and estate strategies.

Sam works with clients at every stage, from opening their first accounts to managing more complex financial situations, with an emphasis on retirement planning, budgeting, college planning, and organization.

Together, they bring a practical, collaborative style focused on education, consistency, and helping clients make informed financial decisions

🌟

Learn more about Aaron & Sam and their practice in the Gateway Newsroom!

https://joingateway.com/2026/02/17/aaron-piquet-and-sam-vercillo-join-gateway-financial-partners-bringing-a-collaborative-and-client-centered-approach-to-financial-planning/

02/09/2026

Gateway Financial Partners is pleased to welcome David Romero as our newest affiliation!

Throughout his career, David has held roles as an institutional bond trader, mutual fund wholesaler, and financial advisor with firms such as Merrill Lynch, Wells Fargo Advisors, and The Householder Group.

His professional journey began early when he became the youngest licensed insurance agent in New Mexico, an achievement that sparked his lifelong interest in financial education.

Today, David continues to prioritize clarity and understanding in financial planning, helping clients approach their goals with confidence and perspective.
🌟

Learn more about David and his practice in the Gateway Newsroom! https://joingateway.com/2025/12/01/gateway-financial-partners-welcomes-newest-independent-advisor-evan-drury-chfc-bringing-a-people-first-approach-to-financial-planning-in-montclair-nj/

11/18/2025

We’re excited to welcome Steven Lautenschlager, the newest Financial Advisor at Gateway Financial Partners! 🙌
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For more than three decades, Steven has worked with individuals, families, and business owners to help them make sense of their financial lives. His career began with a strong interest in finance sparked by a stocks and bonds class, and that early passion grew into a lifelong commitment to guiding others through important financial decisions.

Welcome to the Gateway family, Steven!

11/07/2025

Gateway Financial Partners is pleased to welcome Stu Steinberg as our newest affiliation!

With more than three decades of experience, Steinberg has built a reputation for combining financial insight with practical tax knowledge to help clients make informed decisions about their financial lives.

His guiding principle—treat others the way you would want to be treated—continues to define his philosophy in serving clients, colleagues, and his broader community.🌟

Learn more about Stu and his practice in the Gateway Newsroom!

https://joingateway.com/2025/11/07/gateway-financial-partners-welcomes-newest-independent-advisor-stu-steinberg-cfp-cpa-mba-as-chief-wealth-strategist-in-newburyport/

11/07/2024

Hear from our Partners! This week we feature Mike Torello, one of our trusted advisors in CT.😃
Mike goes on to say, "Since joining the GGP, I have already completed one acquisition and have another in the pipeline, both of which would not be possible without the capital from the GGP."

We are very proud to partner with you, Mike!

09/27/2024

Hear from our Partners! This week we feature Daniel LaBroad, one of our trusted advisors in MA.😃
Dan goes on to say, "As an independent advisor, it is easy to feel as if you are on an island and the [Gateway Growth] partnership program is just one way where Gateway separates itself from other companies by providing real-life tools to help advisors such as myself grow their business by focusing on the fundamentals of practice management and revenue generating activities."

We are very proud to partner with you, Dan!

05/30/2024

We are thrilled to announce our newest team member, Shauna Thomas. Shauna will be joining us as our new Operations Specialist!

Welcome to the Gateway Family, Shauna!

10/11/2023

Identify a specific target audience or niche within the financial services industry.🔍 This will help you tailor your marketing efforts and messages to a more focused group of potential clients. 🌟

Address

9 Tenth Street
Priest River, ID
83856

Opening Hours

Monday	7am - 4pm
Tuesday	7am - 4pm
Wednesday	7am - 4pm
Thursday	7am - 4pm
Friday	7am - 4pm

Telephone

+12083062646

Website

http://www.gatewaysandpoint.com/

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