Shane Westhoelter, AEP, CLU, LUTCF, LTCP in

Shane Westhoelter, AEP, CLU, LUTCF, LTCP

Questioner · DISC type c
President/CEO at Gateway Financial Advisors, Inc.
📍 Dublin, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
27 Years
Current Role
President/CEO
Location
Dublin, California, United States
Personality Overview

How Shane shows up

Not Easily Convinced
Value Seeker
Cautious & Analytical

They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.


Priorities

Topics Shane cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

11-1988
President/CEO
Gateway Financial Advisors, Inc.
2-2009
CEO/Founder
Gateway Insurance Group, Inc.
2-2013 - 12-2015
Founding Partner/CEO
Gateway Insurance Solutions LLC
10-2007 - 9-2009
Regional Vice President
Woodbury Financial Services
7-2006 - 10-2007
Director of Training and Recruiting
THE Financial Services NETWORK
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1994 - 1996
CLU
The American College
1980 - 1981
One year of studies
University of Iowa
1979 - 1980
One year of studies
University of Missouri-Columbia
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Shane. Free, 10 seconds.