Our Wealth Management Team

For over 25 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 a Certified Exit Planning Advisor (CEPA), a designation that enhances her ability to guide business owners through the complexities of exit planning and value acceleration. 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.

Danielle Gates ADV

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Nicole Giannone joined D. Gates Wealth Management in 2014. Nicole has a degree in Finance from Florida Gulf Coast University and is a CERTIFIED FINANCIAL PLANNER™. 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.

Nicole Giannone ADV

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For over thirty eight years Terry Schnare has been managing wealth for affluent investors and their families. Terry is the Founder and Managing Principal of SCH Financial Group, LLC in Naples, Florida. Terry provides sound advice and straight talk to client’s year after year and has created a multi-generational practice. Having maintained a reputation for integrity, scholarship and confidentiality. Terry pursues his client's goals with honest advice and forward-thinking strategies.

Terry graduated from Keene State College with a BS degree in Business Management focused on Finance and Investments and has earned the designation (CRPC) Chartered Retirement Planning Counselor. Terry’s education and experience has helped him to develop a comprehensive brand of Wealth Management. His specialized approach includes a combination of utilizing robust technology to create a clear diagnostic assessment of client’s current financial picture alongside comprehensive wealth strategies, sophisticated tax planning and on-going multi-generational account management. This style is designed with the goal of lessoning tax burdens, capitalizing on market movements and promoting efficient transfer of wealth from one generation to the next.

Terry’s credentials beyond his licensing include holding positions such as Branch Manager, Senior Wealth Management and Wealth Portfolio Manager at Wells Fargo and A.G. Edwards and Sons. During this time Terry was not only known for his leadership and innovative strategies but was also well known for his informative and timely seminars. Terry leads multiple speaking engagements for leaders in Finance throughout his local community as well as nationally.

Terry Schnare ADV

Jill joins us as our new Office Manager. She comes to us from Minnesota where she spent 20 years in an administrative position in the Minnesota school system. Jill has a knack for creating a warm, organized environment, and ensures that our day-to-day operations run smoothly. She is passionate about client service and is excited to get to know each of you personally, making sure you feel at home when you interact with our firm. Jill’s dedication to efficiency and her friendly demeanor are already making a positive impact on our team and client experience.

Minnie Grimm is the Administrative Assistant at D Gates Wealth Management, where she ensures day-to-day operations run smoothly and clients feel supported. Born and raised in Florida, Minnie brings a warm, approachable energy to everything she does. She previously worked at D Gates Insurance, bringing with her a strong background in organization and customer care. Minnie is driven by a simple goal—making sure people are taken care of, every step of the way.