Shaun T Griese
Managing Partner, Wealth Advisor
Certified Financial Fiduciary® (CFF)
Shaun is a licensed Investment Advisor Representative for Woodbury Financial Services.
As a Managing Partner of Gateway Capital Advisors, he focuses on taking a consultative and comprehensive approach to wealth management and retirement income planning for individuals, families, and business owners. This approach allows him to match the client's interest, values, and beliefs with the most appropriate financial instruments available in the marketplace. His objective is to position the client for effective management of risk, performance, and expectations of their assets.
Shaun has a bachelor’s degree in finance and is registered in multiple states with his FINRA Series 6, 7, 63 and 65 securities registrations. He also holds licenses for Life, Health and Long Term Care Insurance.
Shaun resides in St. Charles. He is married to his wife Alicia and has two daughters, Vivianne and Lexi and two sons, Lee and Gavin.