We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Learn more about our amazing team of professionals.
Accredited Investment Fiduciary®
Chartered Retirement Plan Specialist®
Wharton Retirement Specialist
11200 NE Gren Fels Drive
Battle Ground, WA 98604
For over 19 years, Joe has helped his clients achieve and maintain financial freedom by not only operating as a true Independent Financial Advisor, but also as a registered Fiduciary. Joe feels clients deserve an advisor that upholds the highest levels of integrity, absolute honesty and one who offers advice that is free from any conflicts of interest. This is why he started Gateway NW over 9 years ago and why he is passionate about running a client centered practice.
Joe is also a devoted family man to his wife Lisa, and their 4 children. He enjoys managing and coaching baseball for the kids and spending as much time as possible in the great outdoors. Joe feels that the secret to life is simple; it is based on relationships. Your relationship with God, family and friends defines you as an individual and as a company; therefore, he views his client relationships also as friends.
Office: 119 E 2nd Street, Suite 211, The Dalles, Oregon 97058 Mailing: PO Box 4, The Dalles, Oregon 97058
Darcy has been working in the financial services industry for six years. She has her Health and Life, Series 7 – General Securities Representative and Series 63 – Uniform Securities Agent State Law licenses, and expects to earn her Series 65 – Uniform Investment Adviser Law Examination license very soon. Darcy’s focus is on providing long-term, financial planning for individuals, families and small businesses in the Columbia River Gorge. Her office is in The Dalles, Oregon, where she lives with her husband and children and serves on the City Council. She is licensed in Oregon, Washington and California.
Will McDonough grew up in a small town in Alaska prior to graduating from Oregon State University with a finance degree summa cum laude in 2014. In 2017, Will graduated from law school where he was a research assistant focusing his work on tax law and well as being an editor on a well published legal journal.
Prior to joining Gateway NW, Will worked for a specialized division of AXA Advisors that focused on working with those employed in the k-12 education space within Southwest Washington. After a year and a half with AXA, will looked to expand his abilities to work with his clients by joining the independent firm of Gateway NW. When Will isn’t working, you can find him on a hike, out running, or watching college football on Saturdays (Go Beavs!).
Sarah Whittaker is a Northern California native who fell in love with the Pacific Northwest during her time studying economics at the University of Oregon. Sarah graduated college early and took a 3 month backpacking trip in Europe prior to getting her Series 7, 65, and 63. Sarah spent four years working in a specialized division of AXA Advisors committed to financial planning in the k-12 education space. After four years with a large firm, Sarah looked to significantly expand her options available to her clients by joining a truly independent firm and joined the team at Gateway NW. Sarah is very dedicated to her clients and focuses on providing financial planning for individuals, families, and small businesses in SW Washington. In her spare time, Sarah enjoys cooking, making soy candles, traveling, and hiking with her Goldador, Sedona.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway NW Financial Advisors and Cambridge are not affiliated.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, NY, OR, VA, WA, and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.