Broker Check

Team

 

Todd Petersen, CFP®, MBA

Founder and CEO

916-635-4585

todd@mygfg.com

M. Todd Petersen, CFP, is the Founder and CEO of Gateway Financial Group. He started his investment career in 1984 and now directs portfolio strategies for clients in multiple states, including several non-profit organizations....

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Fred Workman, CFP®

Financial Advisor and Director of Portfolio Strategies

916-635-4585

Fred@mygfg.com

Fred Workman, CFP®, is a Financial Advisor as well as Director of Portfolio Strategies for Gateway Financial Group. With an eye for risk management and an obsession for finding financial freedom for clients, Fred faithfully guides...

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John Lymath, RFC

Co-Founder / Wealth Manager

916-635-4585

john@mygfg.com

John's work in the financial service industry began in the 1980’s. He started out as a loan officer in the big savings and loan companies--Great Western, Home Savings, and American Savings. John discovered that he enjoyed...

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Andrew Marrach

Financial Advisor and Portfolio Manager

916-635-4585

Andrew@mygfg.com

Andrew Marrach is a Financial Advisor and Portfolio Manager with Gateway Financial Group. Andrew began his investment advisory career in 1999 and joined Gateway Financial Group in 2011. He offers comprehensive Financial Planning as well...

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Samantha Gubitz

Office Assistant

916-635-4585

916-517-4585

samantha@mygfg.com

Samantha earned a BS and MA in art and theater-related studies and comes from an extensive service background that includes several years with the Disney Corporation and State Farm Insurance. She is known for proactive client service...
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Mary Ann Livingston

Office Manager

916-635-4585

Mary Ann Livingston is the office manager for Gateway Financial Group. She has a wealth of administrative experience. She has worked in the financial services industry for thirty-five years in a variety of capacities, including general...

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Michele Van Dyke

Notary Public/Receptionist

916-635-4585

Michele functions as our Notary Public and Receptionist.

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