Gateway Financial & Estate Planning, Inc.

Madelyn Dobbe is a financial advisor at Gateway Financial & Estate Planning, Inc. She holds a Series 65 designation and has been with Gateway since 2024. Prior to joining the firm, she was a full-time student for eight years and also has experience with Dijee Marketing, LLC. Dobbe is actively involved in insurance sales and services through Gateway Insurance Services, Inc. Gateway Financial & Estate Planning provides financial planning and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm generally refers investment management to third-party managers and assists clients with paperwork, monitoring, and reporting.

Chad Nielsen is a financial advisor at Gateway Financial & Estate Planning, Inc. in Pocatello, Idaho, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gateway Financial & Estate Planning since 2007. In addition to his advisory role, he owns and operates Gateway Insurance Services, Inc., focusing on insurance products sales. Gateway Financial & Estate Planning provides financial planning and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm generally refers investment management to third-party managers, assisting clients with plan development, paperwork, monitoring, and reporting.

Sarah Tidwell is a Series 65 licensed advisor at Gateway Financial & Estate Planning, Inc. in Pocatello, Idaho. The firm provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities. Gateway Financial & Estate Planning offers comprehensive analysis of cash flow, tax, estate, and risk management issues to develop client-specific investment policies and asset allocation guidance. Rather than managing investments directly, the firm refers clients to third‑party investment managers and serves as a liaison for implementation and ongoing service.

Carson Nielsen is a financial advisor at Gateway Financial & Estate Planning, Inc. with two years of industry experience. He holds a Series 65 designation and has worked with Gateway Insurance Services, Inc. since 2018 and Federal Benefits Advisory Group, LLC since 2015, providing insurance product sales and benefits counseling. Gateway Financial & Estate Planning offers financial planning and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, primarily referring investment management to third-party managers rather than managing assets directly. The firm assesses and monitors third-party managers using documented criteria and assists clients with paperwork and reporting.

Jaxon Knighton is a financial advisor at Gateway Financial & Estate Planning, Inc. with three years of industry experience and a Series 65 designation. Prior to joining Gateway Financial & Estate Planning, he worked at Eide Bailley LLP and has operated as a sole proprietor since 2021, also engaging in insurance sales and service. Gateway Financial & Estate Planning provides financial planning and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm refers investment management to third-party managers and supports clients through tailored financial plans, monitoring, and reporting.