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About Us

With an extensive background in business management, Chad Nielsen began his career in the financial services industry more than a decade ago. Chad currently serves as president and founder of Gateway Financial and Estate Planning, Inc. As a representative of “the Federal Benefits Advisory Group,” Chad taught classes on a variety of financial topics which include retirement, investing, and insurance. Chad organized Gateway Financial in 2007. As a registered investment advisory Firm, Gateway Financial offers a diversified portfolio of investment and insurance solutions. These solutions help their clients to make educated choices that will help to protect assets, and grow their wealth, empowering them to live their dreams. Gateway Financial currently has offices in Layton and Logan, Utah and Pocatello and Idaho Falls, Idaho.

Chad’s community and civic work includes his 30 year relationship with the Boy Scouts of America where he has served as a charter member for over 30 years and volunteered with the organization in many different capacities.

Chad also enjoys spending time with his wife, Kay, and their 5 children. As a family, they enjoy outdoor hobbies such as fishing, hunting, riding snow mobiles and boating.


Strategic Alliances

Michael Binger, CFA®
Senior Portfolio Manager
Gradient Investments, LLC

Mike brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors designing and actively managing portfolios. Mike has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry. He spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles. Mike’s media highlights include numerous appearances, providing market insight on CNBC, Bloomberg TV and Bloomberg Radio.

Mike has also been quoted in The Wall Street Journal, Barron’s, Smart Money, Reuters, Business Week and numerous other local, national and global investment publications.

Mariann Montagne, CFA®
Senior Investments Analyst
Gradient Investments, LLC

Mariann has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. This experience includes company and industry sector analysis, risk monitoring and portfolio management in both the equity and fixed income markets. She is highly attuned to economic and market conditions, and has extensive experience selecting individual stocks, ETFs and mutual funds. In addition to being a CFA, she is a member of both the CFA Society of Minnesota and the CFA Institute. Mariann’s media highlights include quotes in Barron’s, The Wall Street Journal, Fortune, NPR, Washington Post and the Chicago Tribune. She has also appeared on Bloomberg TV and Fox Business News.

Gateway Financial & Estate Planning, Inc. partners with Gradient Investments, LLC an independent, privately-owned, fee-based, SEC registered investment advisor that provides professional money management services. Gateway Financial & Estate Planning, Inc. and Gradient Investments, LLC are unaffiliated entities. The individuals above are employees of Gradient Investments, LLC and they are not employed or compensated by Gateway Financial & Estate Planning, Inc.