Our team

As your guide for helping convert your financial plan to your financial "done," Bryan will lead you through surprisingly enjoyable conversations focused on realizing your goals. He uses a team approach to build deep advice-centric relationships that result in a plan to help turn those goals into an implementable plan.

Bryan is an enthusiast of Starbucks coffee, peanut butter M&Ms, and the Bucks, Packers and Brewers (in that order). In his time off, you can find him spending time with his wife and three kids or working as a board member with the Leukemia & Lymphoma Society.

As your partner in building a customized plan to bridge the gap between where you are and where you want to be, Ryan Becker will make sure your needs, wants, and wishes always come first. He will start by taking a comprehensive look at what makes you tick, just like a mechanic would start by popping the hood of your car. After that, you will work together to ensure that things get done in the way that keeps your financial engine running at optimal performance.

Outside of providing financial guidance, Ryan enjoys staying active, camping, the Green Bay Packers, and Pepperoni Pizza! Most of all, he loves spending time with his wife, Lindsay, and their four kids Olivia, Nashton, Sloan, and Aria.

Your get-it-done teammate, Haley is dedicated to elevating clients’ experiences by supporting Bryan and Ryan with office operations and communications.

Haley is fueled by: family and friends, cooking, matcha tea lattes and visiting breweries and wineries on the weekends.

If you regularly meet with Bryan, reach out to Haley when you need to communicate with our advisory team between meetings. She will get answers to your questions and provide insights from the team as needed.

Your get-it-done teammate, Nolan is dedicated to elevating our clients’ experiences by supporting Bryan and Ryan with office operations and communications.

Nolan’s favorite things include: watching and playing sports, seeing new things in Milwaukee, and golf. If you regularly meet with Ryan, reach out to Nolan when you need to communicate with our advisory team between meetings. He will get answers to your questions and provide insights from the team as needed.

Working behind the scenes, Lexie helps Gateway Associates perform up to standards that strive to exceed your expectations by overseeing processes and workflows.

Lexie runs on: donuts, sarcasm, red wine, yoga, and trips to the Milwaukee Zoo with her husband and two kids.

Keeping our client service team organized, Millicent helps ensure your experience is both consistent and personal. She helps our client service team run smoothly and keep notes up-to-date.

Millicent loves: volunteering to help others, coffee, reading nonfiction and spending time with her family.

Crossing the t’s and dotting the i’s, Alex specializes in all things applications and paperwork. She’ll help you through getting recommendations implemented.

Alex enjoys: time with her husband and three dogs, gardening, doing home projects, learning new things and a good laugh.

Considering herself part detective, Jayne is always happy to help find answers to your questions or puzzle together busy calendars.

Jayne adores: all animals, especially her three cats, having a good laugh, enjoying coffee or cold brew, and her husband and four adult children.

Reach out to Jayne for any scheduling needs.

Always ready to greet you, Stephanie makes sure we are here to listen. She’ll confirm we find the answers you’re looking for.

Stephanie spends her time: adventuring with her husband, two daughters and three dogs, painting, horseback riding, camping, and catching up on her favorite shows.

Reach out to Stephanie via phone when you need help from the team. She will get you an answer or direct you to who will.

Leading our planning team, Steve crafts the careful analysis that drives your individualized plan forward. He takes the picture of where you are now and where you want to be, then outlines the next steps each year to keep moving forward.

Steve can be found outside of work: listening to his favorite tunes, spending time with his wife and daughters, volunteering with Feed my Starving Children, or riding his bike.

To put your picture clearly into view, Megan focuses on helping make your plan both attainable and understandable.

Megan always looks forward to: traveling and exploring, cooking and baking, gardening and four-wheeling, all alongside her husband and baby boy.

Coordinating the planning process is Elise’s focus. She keeps our financial planning team running well by overseeing data updates, prep work and processes.

Elise refuels with: cold brew coffee, shopping, traveling, watching Badger football and basketball, and spending time with friends and family.

Reach out to Elise to keep your financial picture up-to-date. Send statements, other documents or life updates to her.

Gateway’s Financial Planning Intern Easton works to keep our data sorted, complete and up to date. This lays the foundation for all our planning and allows us to build deep relationships with each of you.

Easton works remotely from UW-Whitewater where he’s studying finance and accounting. If he isn’t in class or working, he can usually be found riding or working on a car or motorcycle.