Meet Our Integrated Team

Get to know our relationship-driven professionals and learn more about how our teams work together.

Start a Conversation View Job Listings
170
Combined Years of Experience
40
Team Members
18
Unique Credentials
Our Departments

How Our Teams Work Together

Client Acquisition Team

The first point of contact for families and business owners considering Gatewood. They learn what you are trying to solve, explain how we work and what we charge, then introduce you to the advisor and service level that fits.

Financial Planning Team

The advisory teams who own your plan. They build your balance sheet, cash flow forecast, and stress-tested scenarios, then coordinate the specialists behind them across investments, tax, estate, and insurance so a single strategy drives every decision.

Investment Committee

The investments specialists behind every portfolio. They research, build, and manage Gatewood's strategies in house rather than outsourcing to third-party managers, setting the allocation policy your advisor then applies to your goals and risk tolerance.

Tax and Accounting

The tax professionals working alongside your advisor. They prepare individual and business returns, provide accounting and CFO-level services, and run projections during the year so tax efficiency can shape your planning decisions.

Retirement Plan Specialists

The specialists behind your company's plan. They design and service 401(k), 403(b), Cash Balance, and non-qualified deferred compensation plans, then coordinate with your advisor so the company plan and the personal plan are built as one picture.

Client Experience Team

The people keeping the day to day running. They manage scheduling, handle logistics, and assist the team with daily administrative processes, so advisors spend their time on your plan rather than on logistics.

Operations Team

The infrastructure behind every client interaction. They run the systems, data, and workflows covering trading, performance reporting, and recordkeeping, so the client-facing teams move quickly without losing accuracy.

Marketing Team

The voice of the firm. They produce the market commentary, podcasts, videos, and educational material we publish, working closely with all other departments so what you see and hear reflects the advice that shapes your portfolio.

People Success Team

The group responsible for caring for those who care for you. They recruit, onboard, and support all of our departments across the firm, to ensure every team has the tools and people they need to provide excellent service.

Partners of the Firm

The shareholders accountable for Gatewood's direction. They hold the firm privately and independently, so decisions about the care of our clients are made by those who know how to serve them best.

Client Acquisition Team

Jared Freese

Jared FreeseCFP®, CLU®, CEPA, ChFC®

Wealth Advisor Manager

Financial Planning Team

Nina Breen

Nina BreenCFP®, RICP®, CPWA®

Senior Wealth Planner

Investment Committee

Chris Arends

Chris ArendsCFA®, CMT®, CAIA®

Partner | Chief Investment Officer

Tax and Accounting

Retirement Plan Specialists

Client Experience Team

Operations Team

Marketing Team

People Success Team

Partners of the Firm

Aaron Tuttle

Aaron TuttleCFA®, CFP®, CLU®, ChFC®

Partner | Chief Executive Officer

Chris Arends

Chris ArendsCFA®, CMT®, CAIA®

Partner | Chief Investment Officer

What to Expect

When You Join Our Team

At Gatewood, we believe that careers thrive when three important factors are well-balanced. That's why they are at the forefront of all we do for our team.
The Gatewood team at their office on Brentwood Blvd in St. Louis, MO.

Competitive Compensation Plans

We're proud to offer above-average compensation plans with full family benefits paid for by Gatewood. When we invest in our people's well-being, they're free to focus on providing excellent care to the families that we serve.

Culture That Resonates

Grounded in our core company values, we foster a culture of connection, accountability, and a shared purpose. We live by the G.A.T.O.R.S. philosophy — focused on Growth, Attitude, Trust, Ownership, Resilience, and Solutions. For us, culture is more than a buzzword, but the foundation of all that we do.

Clear Career Growth Paths

Whether you are early in your development or looking to improve upon an already impressive career, there's a path for you here. Growth at Gatewood is not just encouraged — it is expected, supported, and built into our model.
Join Our Team

Let's Build Your Wealth With Purpose

With expertise and care, we're here to build a personalized plan for wealth that instills confidence for all of life’s key moments. Schedule a conversation with our team today.

Start a Conversation