Broker Check

Who We Are

Our team specializes in managing the needs of successful families and top-of their-field professionals who, among other things, aspire to a work-optional lifestyle and have the desire towards securing a family investment legacy.

Scott Stevens, ChFC®, CLF®, RICP®

President and Wealth Manager

As President and Wealth Manager, 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...

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Nate Stevens, AAMS®, AIF® 

Research and Planning Coordinator

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...

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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...

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Claire Slepecki

Sr. Marketing Consultant

[email protected]

Claire Slepecki is a Sr, Marketing Consultant who works with Eastgate Financial Group to communicate with our clients and help us grow our practice through social media and email. Claire has over four years of digital marketing...

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Our Advanced Planning Team

Kelli J. Stiles, JD®, CPA®, CIA®

Vice President Advanced Planning Attorney

Professional BackgroundKelli began her career in the financial services industry nearly 30 years ago. She has extensive experience working with Financial Advisors and their High Net Worth clients, having served as an Estate Planning...

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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...

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Our Other Professional Resources

As needed, we take a collaborative approach with other professionals. Providing additional outside resources is part of our process to help you pursue your wealth and lifestyle goals.

Our Outside Alliances Include:

  • Estate Planning Attorneys
  • Elder Law Attorneys
  • Mortgage Brokers
  • Property and Casualty Brokers
  • Certified Public Accountants
  • Residential Realtors
  • Business Law Attorneys
  • Business Valuation Professionals

 Alliances above are referrals only and not affiliated with LPL Financial or Eastgate.

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