Richard is President of Wealth Management and a Financial Advisor with Gateway Retirement Solutions. Richard started his career in financial services in 2011 with Fidelity Investments. From there, he went on to serve in various roles supporting clients and financial advisors until becoming a financial advisor with Gateway in 2018. Richard has a passion for finance and markets which he brings to his conversations with clients. He enjoys getting to know clients and working with them to help them achieve their goals.
Richard received his BS degree in Business Administration from the University of New Hampshire in 2010 and his MS degree in Finance from Southern New Hampshire University in 2017. Richard holds his FINRA series 7, 9, 10, 24, 52, 53, 63, & 66 registrations as well as his life and health insurance license. Richard serves on the Roger Allen Baseball Board of Directors as fundraising director and volunteers as a head coach.
Richard lives in Rochester, New Hampshire with his wife Anna, their five children, German Shepherd (Kona) & cat (Sophie). When he is not working, Richard enjoys spending time with his family, traveling, and attending & coaching his children’s athletics.
DIRECT LINE: 603-833-0597
Joshua loves to help others in any way possible and leave someone in a better position than when he met them. He specializes in all aspects of Medicare planning, Long Term Care, Life Insurance, Annuities, Disability Insurance, Cancer Insurance and Workplace Benefits. This includes helping with pre-and post-Retirement Planning. His top priority is meeting his clients' retirement and insurance needs.
Prior to joining Gateway Retirement Solutions in 2017, Joshua worked with Banker's Life & Casualty, where he was an Insurance agent in Maine for over 4 years. When he and his family moved to Asheville, NC he continued on with Banker’s Life and Casualty where he was both an Agent and Unit Field Trainer for over 5 years.
Joshua has is life and health licenses in Maine, North Carolina, South Carolina, Colorado, Florida, Virginia and West Virginia.
In his spare time, Josh enjoys spending time with his wife, Megan and their four children. He enjoys volunteering in his local community of Hendersonville, NC; as well as getting outside, hiking, biking, playing disc golf, swimming, and camping.
DIRECT LINE: 828-424-0219
DIRECT LINE: 978-771-4385
Growing up next door to his grandparents, David saw first-hand how important planning can be. There was no advisor that came out and helped them decide what Medicare and insurance plans were the best for them, nor how to invest their retirement. It was seeing them struggle with making decisions neither one was trained or knowledgeable in that started the fire that still burns today.
David takes a very holistic approach when it comes to working with clients and prospective clients. Education is key. Upon first meeting potential clients, David will ask quite a few questions to get to know the person and their situation. Afterward, he will take some time to digest the information and create a unique plan that is designed for them and them alone, utilizing all aspects of their retirement or life’s situation. David prides himself in walking with the clients that he serves, through every bit of planning they do together, start to finish.
David joined Gateway Retirement Solutions in 2016 after leaving a successful career at Bankers Life, as a Unit Sales Supervisor and Financial Advisor, from 2005-2016. With the insurance and financial industry evolving, he knew to be able to give his clients the best available for them and their situation, he needed to evolve with it.
The son of two United States Marine Corps veterans, putting anything less than 110% into something is not an option. This mantra resonates in his personal life as well as professional. David was raised in Philadelphia where he grew up going to school and working from the age of 12. Working two jobs through high school and college enabled him to graduate from the Community College of Philadelphia with his A.A. in Business in 2004 without the burden of student loans.
In 2004 David took the advice of a close friend to move to Maine to live and work teaching international and domestic teens how to rock climb and rappel. It was here that he met Erin, who is now his wife of 14 years.
An avid outdoorsman, you will find David in the woods any chance he gets, whether its camping, hunting or hiking with his family. David and Erin live in Androscoggin County with their two children, Gavin and Charlotte, where he is active in his community, willing to help anyone he can.
David holds his life and health insurance licenses in Maine, New Hampshire, Vermont, North Carolina, South Carolina, Alabama and Indiana. He also holds his FINRA Series 6 & 63 registrations and his Certification in Long Term Care as a Lifetime Member.
David is the Vice President of the St. Dominic Academy Booster Club, a member of the Kennebec Valley Chamber of Commerce, Financial Services Institute, Ancient Free and Accepted Masons of Maine – Keystone Lodge, and the Scottish Right Masons – Androscoggin Valley.
DIRECT LINE: 207-504-7915
Matt is a financial advisor and founding partner of Gateway Retirement Solutions. He has over 17 years of experience in the financial services industry and uses a comprehensive approach when helping his clients navigate into or through their retirement years. He understands the importance of listening to his client's needs and concerns. Once he has completed a comprehensive needs analysis, Matt will design a personalized retirement plan and recommendations to help his clients meet their goals.
Matt graduated from Franklin Pierce University in 2003 with a bachelor’s degree in marketing and finance. He became a financial advisor in 2003 when he started his career with Prudential Financial. Matt spent 2 years with Prudential as an advisor before accepting a management role with Bankers Life. He was a financial advisor and sales manager with Bankers Life from 2005 until 2015. In 2015, Matt and his business partner, Wes Labelle, founded Gateway Retirement Solutions with the vision of creating a firm that put client's needs first. By implementing an independent model, Gateway Retirement Solutions Advisors are able to use the most appropriate and affordable insurance solutions available for their clients.
Matt lives in Eliot, Maine with his wife, Meaghan, and their three children. When not serving his clients he enjoys golfing, boating, skiing and spending time with his family.
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At a young age Peter had a passion for numbers, puzzles and helping people. He was able to put these passions to use by helping people with planning when it comes to finances. He enjoys being able to help put people in a better financial situation than when he first met them. Peter started his financial career in banking with 9 years of experience with the last 3 years being directly involved with helping people manage their finances.
After his 5-year career, at KeyBank, he decided to make a shift to being an Insurance Agent as well as a Financial Advisor at Gateway Retirement Solutions in 2021. Peter is all about getting to know the client and determining what their needs are. He enjoys meeting with clients to be able to make sure the solutions he provides will meet their goals.
He graduated with a Bachelor of Science in Business Administration/Accounting in 2016 from the University of Maine at Augusta. He currently holds his Life and Health Insurance License, Series 6 and Series 63 in the State of Maine.
Peter is a Committee Member of Cynergy a Division of the Kennebec Valley Chamber of Commerce.
He enjoys all that Maine has to offer: fishing, hiking, camping, hunting, and spending time with family and friends.
DIRECT LINE: 207-530-1018
Todd started in the financial services industry over 22 years ago to help individuals meet their personal retirement and financial goals. Todd does this by meeting with clients and finding out what they want to accomplish, whether it is leaving a legacy behind for their loved ones or their favorite charity. Todd also adds insurance protection in place for his client’s health and life needs. He creates investment portfolios to meet their financial goals, while also putting clients' minds at ease with insurance protection.
Todd was born and raised in Maine from a working-class family. Graduating from the University of Maine in 1992 with a B.S. degree in Business Marketing, he then began his career in Financial Services in 1997. After a 19-year career with another insurance company, Todd joined Gateway Retirement Solutions in 2016. He chose to make this career move as Gateway provided his clients with the best products and services for his client’s needs, aligning with his goals to provide his clients with the best products possible so they can live their best life in their retirement years.
Todd makes a promise to himself that he will treat his clients like he would want his family treated. Todd calls Wayne, Maine home. He lives live on Androscoggin Lake with his wife, youngest son, and golden doodle Andro. Their three older children have graduated from college and are making their own way in the world.
Todd enjoys hunting, fishing, waterskiing, wake surfing, playing volleyball, traveling and hanging out with friends and family.
Todd has his Life and Health insurance licenses in the states of Maine, New Hampshire, Pennsylvania, and Massachusetts, as well as his FINRA Series 6 and 63 registrations.
Todd is a Mason affiliated with the Lafayette Lodge in Readfield and a member of the Kora Shrine.
He has served his community as a soccer coach.
DIRECT LINE: 207-441-9659
Wes is a financial advisor and founding partner of Gateway Retirement Solutions. He has nearly 20 years of experience in the financial services industry and uses a holistic approach when helping his clients plan and navigate their retirement. Wes aims to consistently listen to and understand his client’s needs and goals before making recommendations or developing a retirement plan, which he custom designs in order to make their goals a reality.
A graduate of the Whittemore School of Business at the University of New Hampshire, Wes was introduced to the financial industry as an intern at Bankers Life. He fell in love with the industry as he discovered his passion for truly helping people. His career progressed as he worked for Liberty Mutual and Prudential Financial as a financial advisor before circling back to Bankers Life in 2005. There, he remained a training manager and financial advisor until 2015.
In 2015, Wes and his business partner, Matthew Herman, founded Gateway Retirement Solutions with the vision of creating a firm that put client’s needs first. By implementing an independent model, Gateway Retirement Solutions Advisors are able to use the most appropriate and affordable insurance solutions available for their clients.
Wes lives in Barrington, New Hampshire with his Fiancé, Kyla, and his son. When not serving his clients he enjoys golfing, boating, wake surfing, hiking and spending time with his family.
DIRECT LINE: 603-767-3416