About Us

We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Ron Gallegos

Ron Gallegos

    • Senior Investment Officer
    • Partner
    Ron Gallegos is dedicated to helping clients meet their financial needs. Whether clients are planning for retirement, saving for a child’s or grandchild’s education, or looking at wealth preservation, Ron can help.

    As Ron often says, “I take pride in creating a practice that puts you first.” Ron listens to the clients' needs first and foremost. He believes in working together with clients to discuss the best financial strategies for them. His mission is to help every client plan for a financial future that best suits their individual goals. 

    Ron believes we are stronger together. He is dedicated to helping clients achieve success at an independent level, he is also dedicated to seeing the local community of Pocatello and state achieve success. Ron has been an active member of the local community for over 40 years. Additionally, he is currently involved with the Board of Directors for the Idaho Community Foundation.

    Away from the office, Ron enjoys exercising and gardening. A family man first, he is proud to be married to Rose, his wife of 42 years, and together they have two successful children and four beautiful grandchildren.

    Education

    • Idaho State University
    Mike McAteer

    Mike McAteer

      • Senior Investment Officer
      • Partner
      For 32 years Mike McAteer has been helping families and individuals manage the unique challenges and opportunities of significant wealth. He understands clients who have worked hard to create their own success and strives to help them maximize their most valuable resource: time. 

      Mike truly cares about his clients; many of whom he has had accounts with for several generations. He provides a wealth management experience aligned with exceptional service and strategic guidance for long term success. Simple and straightforward philosophies drive his business: Is it Legal? Is it Moral? Is it Ethical? Does it Make Sense? He and his team are unyielding to these directives. 

      Mike attributes much of his 'salt of the earth' approach to life to his blue-collar upbringing in Eastern Idaho. Raised to have strong moral values and a good work ethic, he is also a vivacious consumer of business and economic news. "I have a good healthy curiosity about everything," Mike says.

      Mike and his beautiful wife of 42 years, Lisa, have been blessed with three children and two granddaughters. A Pocatello native, Mike is a true enthusiast for life. He balances structure with a little spontaneity. In his spare time, he enjoys woodworking and is an accomplished cyclist.

      Education

      • Utah State University
      Jana Cusack

      Jana Cusack

        • Senior Registered Associate
        Jana Cusack began her career in the Financial Industry in 2005 at A. G. Edwards (a predecessor firm of Wells Fargo Advisors) in Pocatello, Idaho. During this time the industry was very client centered and heavily dependent on old school client service. There was a growing need to embrace new technology while still keeping the core of the business focused on taking care of the client first. 

        Jana’s client first background resonates still today in an ever more technology driven industry.  She has grown into her current role as Senior Client Associate by mastering the many complexities of our constantly changing business.  She is always willing to engage a new challenge or to grind through a tedious detailed task requiring her full attention to detail and accuracy. Jana has successfully passed the challenging Series 7 registration and all the necessary certification exams. She now serves as a Senior Registered Associate for Gateway Capital Advisory Group.
         
        Her life is well rounded as a mother of two children and a devoted wife of 25 years. She clearly understands what is important in her life as she maintains her family first but is fiercely loyal to her work family and our wonderful clients.

        To round out her world, Jana finds enjoyment in her time spent with a circle of close friends. Her interests are diverse and include hiking, biking, jeeping, camping and general socializing with a group of close knit lifelong genuine friends.
        Allie Bohus

        Allie Bohus

          • Senior Administrative Associate
          Allie Bohus is a lifelong resident of Inkom, Idaho where she takes every opportunity to live life to its fullest. She is an alumnus of Idaho State University and her many hobbies include quilting, as well as gardening, canning, hunting and spending time in the mountains with her loving husband Broc. She is especially fond of the time she spends working cattle on local ranches.

          In her free time, Allie participates in a multitude of community and philanthropic endeavors. She has served as a member of the Bannock County Planning and Development Council and been a frequent volunteer for the American Cancer Society and the Salvation Army. In addition to her service work, Allie is a contributing writer for the Women’s Professional Rodeo Association and has worked media at the College National Finals Rodeo and Wrangler National Finals Rodeo. 

          An astute financial services professional, Allie began her career in 2009 at Wells Fargo Advisors. She prides herself on rendering exceptional client service and strives to deliver results that exceed expectations. Allie likes to engage the process of resolving complex issues and is never intimidated by the task. Because of her positive happy demeanor, Allie develops meaningful positive relationships with everyone she meets.

          Education

          • University of Wyoming
          • Idaho State University

          Our Commitment to You

          We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.