LPL Financial Advisor(239) 424-8305
For over 20 years, Danielle has been helping professionals and their families gain a sense of clarity and confidence about their financial future. She is driven by her desire to help people turn their complicated and often overwhelming financial pictures into goal-based, comprehensive wealth management strategies that they can feel good about. Danielle's commitment to helping her clients navigate their financial lives has served as the foundation for her financial services practice, D. Gates Wealth Management. Danielle Gates is a Certified Financial Planner™ and her personal goal is to be a lifetime resource for each and every client. In her free time, Danielle enjoys pedaling her bike through local trails and beaches, hiking, and traveling.
LPL Financial Advisor706-778-0236
Jaime Huffman has been a Financial Advisor since 2000, following a management career in the Chemical Industry. Her practice based in Clarkesville, Georgia has recently joined D. Gates Wealth Management. Jaime is focused on providing professionals, business owners, and retirees with savvy solutions for maximizing their long-term net worth. She uses state-of-the-art technologies to analyze, develop, and execute custom investment strategies to help her clients work toward their goals.
LPL Financial Planner239-424-8305
Nicole Emery joined D. Gates Wealth Management in 2014. Nicole has a degree in Finance from Florida Gulf Coast University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Nicole is passionate about socially responsible investing and values-based financial planning. She believes that by being intentional with our financial choices today, we have the ability to unlock a sustainable, just, and fulfilling future. Her mission is to help clients live abundantly and make a positive impact with their wealth - in their families, in their communities, and in the world; and seeks to create an alignment between clients' financial goals and their personal values and missions.
Client Relationship Manager(239) 424-8305
Janine Riggs recently joined D. Gates Wealth Management beginning of December 2020. Although new to D. Gates Wealth Management, she is not new to the world of finance. Janine has worked in the banking industry for 15 years. She has passion for helping people reach their financial goal through detailed operational excellence. She enjoys learning about people and their unique stories.