Rich joined Wingate Wealth Advisors as Chief Operating Officer (COO) in March 2021, bringing with him more than 25 years of Financial Services experience. Throughout his career as a Management Consultant and C-level executive, Rich has consistently helped Financial Services organizations become more client-focused and efficient through the strategic use of process improvement and the […]

John is a Senior Financial Advisor with more than two decades of experience providing comprehensive and highly personalized financial and investment planning advice to individuals, families and charitable organizations. He has a special interest in goals-based financial planning, which allows his clients to understand exactly how different choices they make will affect their ability to […]

Matt is a Senior Financial Advisor who is extremely knowledgeable about all aspects of client financial and investment planning. He has particular expertise in investment planning and takes a strong personal interest in working with clients to design and implement investment strategies that help them realize their unique financial goals and objectives. Matt has over […]

Gary joined Wingate Wealth Advisors as a Senior Financial Advisor and member of the management team in September 2017, bringing his more than 20 years of experience to the firm.  He became a Partner in March of 2018. Gary’s expertise lies in helping clients create a financial plan of action to guide them through wealth […]

As a Senior Financial Advisor, Jeff brings over 30 years of experience to advising clients on complex family financial planning issues. He has a particular interest in charitable gift planning focused on smaller and often overlooked charitable organizations where a client’s charitable interests can have a significant impact both during their lifetime and as part […]