Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Happy Valentines Day!

February 14, 2024/Gates Pass Advisors

Happy Valentine’s Day!

Loving the work that we get to do on behalf of the clients we love and appreciate. It’s a great treat to see them launching into lives that they are excited about as well as navigating the difficult times with their own hearts intact.
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GATES PASS ADVISORS TEAM

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K. Esther Szabo, CFP®(opens in new tab)

Certified Financial Transitionist®
Founder and CEO

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Erik Schei, CFP®, CFA(opens in new tab)

Certified Financial Transitionist®
Senior Advisor