January Breakfast Seminar

Date: Thursday, January 25, 2018
Time: 8:30am - 11:00am
Location: Charlotte Harbor Yacht Club

Topic:   “Take the “If” Out of Life, Learn to Live: What if I live,

            What if I Linger, What if I leave, What is my Legacy?”


Shane Westhoelter is CEO of Gateway Companies, Gateway Financial Advisors, Inc., and Gateway Insurance Group, Inc. He is a Registered Representative, and a Registered Investment Advisor Representative with Cambridge Investment Research, Inc. Shane has helped over 550 financial advisors as a business performance coach and is recognized as a national speaker for the financial services industry. Starting as an independent insurance agent in 1988, Shane went door to door to establish his client base. In 1990, he established Gateway Financial Advisors, Inc. as an insurance agency and an Independent Registered Investment Advisory Firm, which expanded nationally to over 200 office locations, with over $20 million in revenue and $2 billion of assets under management. In addition, he is founder and CEO of Gateway Insurance Group, Inc., providing fixed and P&C insurance to over 2,000 insurance brokers. He is a published author for Insurance Selling magazine, Society of Financial Service Professionals, and Financial Planning magazine, is a member of many industry associations and, through his career, has served in many leadership positions for industry and community organizations. Shane has been the recipient of many awards and accomplishments, including the Two Million Dollar Award (1996), Five Million Dollar Award (1999), National Quality Award (1998 – 2002), Leadership in Life Institute Graduate (2003), Million Dollar Round Table (1996 – 2006), Court of the Table (2006 – 2010), Top of the Table (2011 – 2016), Financial Advisor of the Year Award, St. Louis, Missouri (2006), Financial Advisor of the Year Award for State of Missouri (2006) Board Advisor of the Year Award (2007), NAIFA St. Louis Hall of Fame Award (2008), and the Award of Excellence by the HOS Business School at Berkley University of CA (2008). In his spare time Shane likes to run, bike, hike swim, and dine out.

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