Adaptability is key in meeting the constantly changing financial needs of my clients. At Gateway Financial Partners, previously known as Kolar Wealth Management, our experienced leadership team is deeply committed to the financial and emotional well-being of our clients. My journey in the financial industry began in 2007 with Edward Jones. Over a 12-year span, I acquired the knowledge and expertise necessary to become a qualified Independent fiduciary, in Advisory relationships, with. I take pride in serving individuals, families, and businesses in my local community and surrounding areas, specializing in retirement planning, 401k rollovers, Life/LTC and annuities.

But my career path wasn’t always in finance. I spent 12 years managing large projects at my family’s HVAC/metal fabricating business. This hands-on experience gave me valuable insights into the physical and emotional demands of certain careers, helping me strive to earn the trust and respect of many clients and prospects.

During my 20s, living in Los Angeles, California, I worked in the hospitality industry. This valuable experience taught me the importance of excellent service and the art of earning customer satisfaction by always putting their needs first.