Meet our team

Steven Puckett serves as the Director of Retirement Plans for Gateway Advisory LLC.  Steve manages and consults on retirement plans in the areas of investment advisory services, fiduciary services, forensic plan audits, fiduciary risk mitigation solutions, compliance assistance, and fee audits for 403(b) plans, 401(k) plans, 457 plans, Defined Benefit plans, and Non-Qualified Plans.  With over 20 years of experience in the retirement plans industry, Steve has assisted and consulted with hundreds of companies with their retirement plans concerns.
 
Prior to joining Gateway Advisory LLC, Steve held senior level positions at HANYS Benefit Services, Gallagher Retirement Services, MetLife, Oppenheimer Funds, and Nicholas Applegate Capital Management.  Steven has been a featured retirement plans speaker at the Securities Industry Association (SIA) conference and the National Tax Sheltered Accounts Association (NTSAA) national conferences.
 
Steven has been named as one of the Top 100 retirement plan advisors in the United States by Plan Sponsor Magazine in 2015 and 2016. Steve was also named one of the Top 300 in the years 2008, 2009, 2010.  Steve has been awarded his Accredited Investment Fiduciary designation (AIF®) from the University of Pittsburgh and the Chartered Retirement Plan Specialist (CRPS®) designation from the College for Financial Planning.  Steve received his Bachelor’s Degree (BBA) in Finance from the University of Iowa. Steve holds his FINRA series 7, 24, 63 and 65 licenses.

Glenn is one of the founding partners and a principal of Gateway Advisory, LLC. Prior to forming Gateway in 2010, Glenn was a Vice President and investment advisor at Merrill Lynch where he started his financial services career in 1994.

Glenn earned his Bachelor of Arts degree in Economics from Rutgers University, his Certified Financial Planning designation (CFP®) from NYU, his Master of Science degree in Financial Planning from the College for Financial Planning, his Certification as an Investment Management Analyst (CIMA®) from the Wharton School of the University of Pennsylvania, and his Accredited Investment Fiduciary designation (AIF®) from the Center for Fiduciary Studies.

Glenn is a member of The National Association of Personal Financial Advisors (NAPFA) and the Investment Management Consultants Association (IMCA).

401(k) Wire named Glenn as one of the 300 Most Influential Defined Contribution Advisors. Financial Times named Glenn as Top 401 Financial Advisors and Gateway Advisory as Financial Times 300 Top Registered Investment Advisors.

Glenn resides in Brooklyn, New York with his wife and two daughters. He is also on the Advisory Board for Eisner Crane Lake Camps. When he is not at work, he enjoys spending time with his family, an occasional round of golf, fishing and skiing.

Donna has been a Client Associate for Gateway Advisory, LLC since its inception in 2010. Prior to the formation of Gateway Advisory, Donna was a Senior Client Associate at Merrill Lynch for over 20 years and has worked in client service for various firms for over the past 30 years. Donna currently is responsible for providing administrative support for our corporate, institutional and retirement plan relationships and provides backup support to our wealth management team.

Donna resides in Staten Island with her husband and two children.

When not working, Donna enjoys spending time with her family and helping out with her daughter’s Girl Scout troop.

Paul is the Chief Investment Officer (CIO) and a founding principal of Gateway Advisory, LLC. As a 35 year Wall Street investment professional, Paul has dedicated his career to helping institutional investors and family clients meet their financial goals by rigorously applying sound fiduciary and financial planning principals to each client’s set of unique circumstances.

Paul earned his Certified Financial Planning Designation (CFP®) from The College of Financial Planning, his Accredited Investment Fiduciary Advisor Designation (AIFA®) from the Joseph M. Katz Graduate School of Business at the University of Pittsburgh Center for Fiduciary Studies and his Certified Investment Analyst Certification (CIMA®) from the Wharton School of the University of Pennsylvania.

As CIO, Paul is responsible for the creation and ongoing maintenance of a suite of fifteen investment strategies Gateway advisors use to help their clients meet their financial goals.

Brian is one of the principals of Gateway Advisory, LLC, established in 2010. Prior to forming Gateway Advisory, LLC Brian was a Vice President and investment advisor at Merrill Lynch. He has devoted his professional career to working with clients and their families to understand not only their financial needs and goals but to learn about their personal goals and favorite past times. He has over 25 years experience in the financial industry.

Brian earned his Bachelors of Science Degree from Rutgers University, his Certified Financial Planning Designation (CFP®) from NYU, his Masters of Science in Financial Planning from the College for Financial Planning and Accredited Investment Fiduciary Designation (AIF®) from the Center for Fiduciary Studies.

Brian coaches youth football and girls’ lacrosse, he is a board member of the Scotch Plains Fanwood Scholarship Foundation and participates in multiple ministries at his church.

Brian is a New Jersey native. He lives in Scotch Plains with his wife and 4 children.

Jay is one of the principals of Gateway Advisory, LLC, established in 2010. Prior to forming Gateway Advisory, LLC Jay was a Senior Portfolio Manager at Merrill Lynch. He continues to cultivate his role as Portfolio Manager at Gateway Advisory. He formulates investment strategies and controls portfolio risk and is hands on with evaluating portfolio managers and the selection of Exchange Traded Funds (ETFs) for our clients. He has over 27 years’ experience in the investment industry.

Jay earned his Bachelors of Arts Degree in Economics from Villanova University.

Jay is president and investment committee member of FASTACT, a non-profit organization dedicated to helping Summit, New Jersey public school system. In his spare time he likes to play golf and work on projects around the house.

Jay is a New Jersey native. He lives in Summit with his wife and 2 children.

Cathy has been a Client Associate for Gateway Advisory, LLC since its inception in 2010; prior to her tenure with Gateway Advisory she was a Client Associate at Merrill Lynch for 8 years. She has over 15 years working closely with clients and advisors.

Cathy earned her Associate’s Degree in Applied Science from Berkeley College and earned a certificate in Help Desk Support from Lincoln Technical Institute.

She resides in Old Bridge with her son, Amari.

Jay is an Advisor at Gateway Advisory, LLC. Prior to joining Gateway Advisory LLC, Jay was the Managing Member of FSH Financial Services LLC in New York. FSH merged its client base into Gateway in 2012. As a Financial Advisor, Jay has worked to prepare his clients for retirement and help them work toward achieving their current and future financial goals. Understanding his clients life issues and desires has allowed Jay to assist his clients solve many of life’s financial issues.

Prior to forming FSH Financial Services, LLC, Jay was President of Jay R. Horowitz CPA’s PC, a New York based Public Accounting firm concentrating on tax and auditing of closely held businesses.

Jay received his Bachelors of Business Administration degree from The Baruch School of the City University of New York and a Master of Science Degree from Queens College in New York with a major in Administration. He is a Certified Public Accountant admitted to practice in New York and Florida. He has earned the PFS (Personal Financial Specialist) designation from the AICPA.

Jay enjoys playing Golf and serves on the board of a Middle States accredited college in New York.

Jay is a native of New York, presently residing in Florida with his wife Rita. He has three children and 6 grandchildren.

Peter has worked in the financial arena for over 30 years; he owned and operated Inverso Capital Management prior to joining Gateway Advisory, LLC in 2016. Peter has lectured on financial planning and investments at schools, corporations and for AARP senior groups and has taught adult education classes in the College for Financial Planning. He is involved in ongoing lectures and course work in economics and investment studies at Princeton University. Peter has conducted live call-in radio shows concerning college planning and funding.

Peter earned his Bachelor of Science Degree (B.S.) from The College of New Jersey (formerly Trenton State College) and received his certification in Financial Planning from the College for Financial Planning in Greenwood Village, CO. Peter has completed course work, on a Master’s Degree level, in biblical theology at The Philadelphia Biblical University.

Peter is a professional drummer and continues to perform in concerts. He is also a member of the Trenton Country Club.

Peter resides in Titusville with his family.

Pete joined Amherst Financial Services in January 2010 and has been a Certified Financial Plannertm since November 2011. Pete has a diverse and in depth financial background in both corporate finance and the financial service industry. Pete held executive financial positions in small to mid size corporations providing financial guidance with a focus on establishing corporate goals, developing corporate financial plan to achieve the goals, implementation of the plan, monitoring the results and modify the actions where necessary. In his role as Senior VP of Finance, he was a trustee of the company’s 401K plan and in this fiduciary role worked closely with the plan’s custodian to develop a diversified offering of mutual funds for the employee base. The values learned in the corporate world have now transitioned to the financial service industry as Pete was most recently a registered representative for local security dealers.

Pete received his Bachelor of Art in Business Administration from William Paterson College and his MBA in Accounting from Fairleigh Dickinson University – Teaneck Campus. Pete successfully completed the Financial Planning Certificate Program at Fairleigh Dickinson University. Pete is a member of the Financial Planning Association (FPA), the Financial Planning Association of New Jersey (FPANJ), a Board Member of the Ocean County YMCA, where he is Finance Committee Chair, a member of the National Association of Personal Financial Advisors (NAPFA), and a member of the Rotary Club of Central Ocean Toms River, where he served as President. He has dedicated over 20 years to the Police Athletic League (PAL) as coach and board member.

Pete and his wife Eileen reside in Brick Township, N.J and attend Sacred Heart Church in Bay Head. They have a son, Peter, who resides in Morristown with his wife and children, a son, Christopher who resides in Hoboken, N.J. and a daughter, Jaclyn, who resides in Wall Township with her husband and children. They have five grandchildren, Natalie, Michael, Daniel, Kylie, Jack and Ryan.

Prior to joining Amherst Financial Services in 2000, Lisa was a grade school teacher at Saint Joseph Grade School in Toms River, New Jersey, where she served on several Middle States Accreditation Teams throughout the tristate area.

Through the College for Financial Planning, Lisa completed the Foundations in Financial Planning Professional Education Program. She is a Registered Paraplanner (RP®), a designation accredited by the College for Financial Planning. Lisa earned her Bachelor’s Degree in Elementary Education from The Elms College in Chicopee, Massachusetts and a Masters in Education, with a concentration in Personnel Services from Georgian Court University in Lakewood, New Jersey.

Lisa is a former member of the Young Professional Advisory Council, Community Medical Center Foundation. Lisa is a member of the Seaside Park Yacht Club (SPYC), where she served as a trustee, chaired the Entertainment Committee and was on the Bar Committee.

Lisa lives in Seaside Park with her husband, Brad.