2 Summit Park Drive
understand what is most important to my clients and recognize the dynamics of their family to help them succeed. I know because family means everything to me.
In my life, it is my wife, Julie, of 44 years. And to think it all began 48 years ago on a blind date. In my life, it is my two children, Brian and Rachael, and their spouses.
As a father, son, husband, and business owner, I understand the many roles we assume in our lives and the numerous tasks and challenges we face throughout our lives. I know because I have faced many challenges, experienced success and many disappointments and heartache. Our life experiences define us. My true values as your Financial Professional is to be a sounding board, answer your questions, renew your hopes and dreams, and guide you to making life the best it can be.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
Thomas H. Craft, CPA/PFS, AEP®President and Founderthomas.firstname.lastname@example.org
Thomas H. Craft, President and founder of Gateway Asset Management , LLC has been in the financial services industry for 40 years. His 40-year career has spanned public accounting with Deloitte to managing corporate tax departments in the computer and trucking industry to starting his own financial services company in 1994.
Tom is a licensed Certified Public Accountant (CPA) and Personal Financial Specialist (PFS®) providing financial, retirement, investment, insurance, and tax planning services. He is licensed in securities and insurance as an Investment Advisor Representative with Belpointe Asset Management.
Tom also holds the Accredited Estate Planner (AEP®) credential awarded only to estate planning professionals meeting strict requirements of education, experience, knowledge, professional reputation, and character.
is focused on exceptional client service to ensure the experience of working with Gateway is second to none.
Donna Taylor, Client Service Manager, has been with Tom for the past 15 years and is truly the gateway to our firm. Donna handles all paperwork and ensures the office runs smoothly.
Julie Craft provides back-up financial support to Tom and, as an accountant, handles all of Gateway’s finances. Julie is also a Notary.