Gateway Financial Partners

your team

Our Leadership Team

David Wood

CVO (Chief Visionary Officer)

Sara Jeanne Whittemore

Director of Opportunities

Paige Carlson

Director of  First Impressions

Bailey Sutherland

Operations Manager

Rella Oulette

Director of Registration

Krysten Alexson

Advisor Support

Lisa Negron

Advisor Support

Peter Kemos

Partner Strategy Group

Casey Lynch

Visual Design Specialist

Olivia Burns

Visual Design Specialist

Faith Zeller

Director of Digital Strategy

Bert Baez

Web Designer

Maia

Director of Employee Wellness

Calypso

Director of Employee Wellness

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David Wood

Founder and Chief Visionary Officer

David Wood entered the financial services industry in 1986. He founded Gateway Financial Partners in 1994 and remains the Chief Visionary Officer of the firm. Mr. Wood is registered with National Planning Corp (NPC) a member of the Financial Industry Regulatory Authority (FINRA).

He holds his FINRA Series 7 (General Securities Representative), FINRA Series 24 (General Securities Principal), FINRA Series 63 (Uniform Securities Agent State Law Exam), FINRA Series 65 (Uniform Investment Advisor), is registered with Securities and Business Investments Division in the State of Connecticut, and licensed with the Insurance Department of over 25 states. David is proud to have Gateway continuously named as a top ten OSJ by NPC. He is recognized in the industry for his continued sponsorship and support of local community initiatives. He was named 2014 Chairman of the Glastonbury Chamber of Commerce where he is a major sponsor and loyal supporter of business members in the community. As a member of the Aircraft Owners and Pilots Association (AOPA), David believes in venturing ‘outside of your comfort zone.’  He is an ‘idea-man’ passionate about providing his advisors with the support they need to help grow their independent practices.

Sara Jeanne Whittemore

Director of Opportunities

SJ Whittemore, Director of Opportunities, joined Gateway Financial Partners in 2018. SJ’s professional focus is to discover, create and implement opportunities for Gateway’s existing advisors as well as advisors looking to affiliate with the firm and externally. SJ has an extensive background in management, hospitality and innovation. Since 2009 her career has brought her to more than 20 countries giving her an eclectic real-world education, influencing her creative business approach. SJ prides herself on her professional anticipation, organization and attention to detail. With a passion for public speaking and presenting SJ not only displays this in her daily routine, but also works locally as a Trivia and Karaoke DJ. In her free time SJ enjoys hosting events and spending time with friends and family.

Paige Carlson

Director of First Impressions

Paige graduated from Manchester Community College Class of 2018. Paige earned an Associates in Communication and is currently pursuing an Associates in Interactive Graphic Design. Paige is a proud member of the Phi Theta Kappa Honor Society. Paige joined Gateway Financial Partners in 2019 as Director of First Impressions. Paige’s focus at Gateway is to create a WOW experience for our advisors and clients. Our goal is to show them how Gateway Financial stands out compared to others. Paige prides herself in having a strong attention to detail and a superior memory. Outside of work Paige is passionate about working on creative projects and you can usually find her with a DSLR camera, iPad Pro or Apple Pencil in her hands.

Bailey Sutherland

Operations Manager

A native of Andover, Connecticut, Bailey Sutherland started at Gateway as an intern in the summer of 2014 after graduating from RHAM High School. After just 5 months, Bailey proved to be a valued asset to our team by displaying hard work, dedication, eagerness to learn, and a level of professionalism that would be expected from an individual wise beyond his years. Bailey was hired in December of 2014, and has since passed his Series 7, 63, & series 24. Bailey has a passion for working with advisors in an operations role, support role, along with transitioning new advisors to LPL/Gateway Financial Partners. Outside of work, Bailey enjoys boating, fishing and spending time with friends and family.

Rella Ouellette

Director of Registration

Rella Ouellette, Advisor Support, joined Gateway Financial Partners during its infancy stages in 1999 as an administrative assistant. Advisors and Staff Members depend on Rella for information discovery on firms and Operations processing. Rella has a hand in many daily operations from ordering supplies to distributing faxes and mailings; Rella does it all. She enjoys bowling on different leagues, a hobby she has enjoyed for 30+ years. Rella’s favorite time of year is summer, where you can find her camping at her favorite campground in the Berkshires.

Kristyn Alexson

advisor support

Kristyn Alexson joined Gateway Financial Partners as a Marketing Intern in January 2014. After just a few months, Kristyn was hired full time specializing in Advisor Support on Gateway’s Operations Team . For two years Kristyn worked full time at Gateway during the day and attended Business school at night. In 2016, Kristyn graduated from Central Connecticut State University with a Bachelors Degree in Marketing. In her spare time, Kristyn tries to spend as much time outdoors as possible. She enjoys going for walks, adventuring, and discovering new places.

Lisa Negron

Advisor Support

Lisa Negron, Advisor Support, joined Gateway in 2018. She has a background in Administrative, Accounting and pushes superior Customer Service excellence. She prides herself of her quality in attention to detail, as well as organization skills. In her spare time, Lisa actively participates in Ministry as a Leader, Intercession Prayer at Grace and Mercy Family Ministries. She also enjoys family time, traveling, her dog Lola, gardening, and helping those less fortunate.

Peter Kemos

Partner strategy group

Peter Kemos studied Human Ecology with a focus in Sustainable Finance at College of the Atlantic. Like other members of our team, his internship with Gateway led to a position with the firm. Peter currently works in Operations and runs the Partners Strategy Group. When he isn’t working to support advisors, Peter enjoys hiking, kayaking, martial arts, and reading. If you want to learn more about financial planning, ESG investing, or the State of Maine, he’s your guy.

Casey Lynch

Visual Design Specialist

Casey Lynch joined Gateway Financial Partners in the Fall of 2018 as a Visual Design Specialist. Casey is currently attending the University of Hartford pursuing a degree in Visual Communications Design and a minor in Entrepreneurial Business. She has always had a love for art but graphic design and marketing has become a passion. In her free time, Casey performs and practices with her school’s dance team and enjoys spending time with family and friends. Casey is originally from Rochester, New York, but is making Connecticut her new home. She can usually be found with a cup of coffee in hand, ready to take on the day.

Olivia Burns

Visual Design Specialist

Olivia joined Gateway as a senior at the University of Hartford studying Illustration, with minors in Visual Communication Design and Art History, and will be graduating in May of 2019. She started as a summer intern before working for Gateway as a Visual Design Specialist. Olivia has experience in customer service and enjoys working with others. In her free time she enjoys making art and spending time with friends and family. 

Faith Zeller Wood

Director of Digital Strategy

Bert Baez

Web DEsigner

Humberto is a creative web designer who has worked for many years in Wordpress, HTML, CSS3 and UI/UX. He is adept in the mobile space transitioning many conventional websites to optimize in the mobile format. He is also an accomplished graphic designer having created web graphics, banners, popup ads and collateral pieces for a variety of clients from small businesses to Grammy winning performers.

Social Media

Stephanie Carroll

Director of First Impressions

Stephanie is a graduate from Eastern Connecticut State University Class of 2017. She graduated with a degree in Bachelor of Business Administration (BBA) with a concentration in Marketing. At ECSU Stephanie was a part of the American Business Society and participated in intramural soccer. Stephanie joined Gateway Financial Partners in 2018 as Director of First Impressions. Stephanie’s focus at Gateway is to create a WOW experience for our advisors and clients. Our goal is to show them how Gateway Financial stands out compared to others. Stephanie prides herself on being a multi-tasker and working well with her team members. Outside of work Stephanie has a passion for fitness and in the summer months she enjoys her weekends with friends and family in Cape Cod or vacationing in Martha’s Vineyard.


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