Erik Schei is a CFA® charterholder with 19 years of industry experience. He is a financial advisor at Gates Pass Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Aria Wealth Management, Sowell Management Services, Omniscient Holdings, and Concert Wealth Management. Outside of his advisory work, he owns a consulting business, SVGRP, LLC, based in Bainbridge Island, Washington. Gates Pass Advisors provides comprehensive financial planning and wealth management services to individual and high-net-worth clients. The firm emphasizes asset allocation, diversification, and tax-aware portfolio construction, often implementing client portfolios through third-party independent managers and pooled investment vehicles accessed via a turn-key asset management platform.

Kanaka Szabo Cummings is a CFP® with 27 years of experience in the financial services industry. She has been with Gates Pass Advisors, LLC since 2015. Gates Pass Advisors, LLC provides comprehensive financial planning and ongoing wealth management primarily for individual and high-net-worth clients. The firm emphasizes financial-planning-driven asset allocation, diversification, and tax-aware management, typically implementing strategies through third-party independent managers on a turn-key platform.

Louise Alexander is a CFP® professional with one year of experience in financial advising, currently with Gates Pass Advisors, LLC. She previously worked at Merrill, Newground Social Investment, and O'Meara Financial Group, among others. Outside of her advisory role, she is involved in managing residential properties and serves as a co-trustee for a family trust. Gates Pass Advisors provides comprehensive financial planning and wealth management primarily for individual and high-net-worth clients. The firm focuses on financial-planning-driven asset allocation and tax-aware management, utilizing third-party independent managers via a turn-key platform to implement client strategies.