Scott Stevens, ChFC®, AEP®, RICP®
, CLF®
President | Financial Planner
As President and Financial Planner, Scott specializes in helping clients bring all pieces of their financial lives together. He works at the executive level to set wealth management strategy, provide advice and guidance to clients and...
Nate Stevens, AAMS®, AIF®
Vice President | Operations
Nate provides research for Eastgate Financial Group as well as assisting in portfolio administration. His lifelong love for economics and current events brings valuable insights into market trends and long-term outlooks. His support...
Amanda Roff
Operations Manager
Amanda’s top priorities are helping to run an efficient and productive office, while promoting excellent customer service and prompt follow-up to client issues. Amanda ensures smooth day-to-day office operations and promotes high...
Ben Foreman
Vice President Private Trust Consulting
Professional BackgroundBen began his career in the financial services industry over 30 years ago and has a long history of experience in trust services. Prior to joining LPL Financial he was in charge of business development for a...
Patrick J. Herrington, CFP®, CEP®
Assistant Vice President, Private Client Consulting East Division
Professional BackgroundPatrick began his financial services career upon joining LPL Financial in 2007. He has built a multidisciplinary background encompassing the holistic wealth management needs of affluent clients and the...
Hattie Swank
Marketing Consultant
Hattie Swank is an Eastgate Financial Group team member who works on our digital presence and communicates timely relevant information to our clients through social media and email. Hattie has over two years of digital marketing...