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Julie G

CFP®, Series 66

Beulah, ND

Gateway Wealth Partners, LLC

Julie Graney is a CFP® professional with 20 years of industry experience. She is currently with Gateway Wealth Partners, LLC and has prior experience at LPL Financial, Investment Centers of America, Inc., and Union State Bank. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, with an investment approach that includes diversified low-cost funds, individual securities, and independent managers, applying both fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k)
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Kevin F

ChFC®, Series 63

Beulah, ND

Eagle Strategies (NY Life)

Kevin Flaagan is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Eagle Strategies since 2020 and has a long history with New York Life and Nylife Securities Inc. dating back to 1985. He is also appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Deanne G

CFP®, ChFC®, Series 63, Series 66

Beulah, ND

Edward Jones

Deanne Gierke is a financial advisor at Edward Jones with 27 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1998. Outside of her advisory role, she is an author of a book titled "Adulting 101," which teaches financial basics to high school students, and she designs and writes biblical-based journals. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the country.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner Values-based investing Christian Faith Based
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