Joseph L. Hurley, AIF®, CRPS ®
Accredited Investment Fiduciary®
Phone: 360-723-5090
Mobile: 360-910-0832
Fax: 360-723-5094
E-mail: JHurley@GatewayNW.com
Accredited Investment Fiduciary®
Chartered Retirement Plan Specialist®
Wharton Retirement Specialist
Mailing Address
11200 NE Gren Fels Drive
Battle Ground, WA 98604
For over 19 years, Joe has helped his clients pursue financial freedom by not only operating as a true Independent Financial Advisor, but also as a registered Fiduciary. Joe feels clients deserve an advisor that upholds the highest levels of integrity, absolute honesty and one who offers advice that is free from any conflicts of interest. This is why he started Gateway NW over 9 years ago and why he is passionate about running a client centered practice.
Joe is also a devoted family man to his wife Lisa, and their 4 children. He enjoys managing and coaching baseball for the kids and spending as much time as possible in the great outdoors. Joe feels that the secret to life is simple; it is based on relationships. Your relationship with God, family and friends defines you as an individual and as a company; therefore, he views his client relationships also as friends.
Sarah E. Whittaker AIF®
Accredited Investment Fiduciary®
Phone:(360) 726-2370
Mobile: (360) 207-2245
Fax: (360) 723-5094
E-mail: Sarah@gatewayNW.com
Sarah is very dedicated to her clients and focuses on providing holistic financial planning for individuals, families, and small businesses in SW Washington. Sarah spent four years working in a specialized division of AXA Advisors committed to financial planning in the k-12 education space. After four years with a large firm, Sarah looked to significantly expand her options available to her clients by joining a truly independent firm and joined the team at Gateway NW. Sarah studied Economics at the University of Oregon and holds her Series 7, 65, 63, and 24. In addition to her licenses, Sarah is an Accredited Investment Fiduciary®. In her spare time, Sarah enjoys cooking, making soy candles, traveling, and hiking with her Golden Retriever/lab, Sedona.
Lacey Fierst
Phone: (360) 726-2370
Fax: (641) 632-2103
E-mail: lacey@gatewaynw.com