Meet the Eastgate Financial Group Team

Scott Stevens

Scott Stevens, CLF®

President and Wealth Manager

As President and Wealth Manager, Scott specializes in helping clients bring all pieces of their financial lives together. He works at the executive level to set wealth management strategy, provide advice and guidance to clients and design strategies based on client needs. He believes in thorough financial education and works to help clients understand and gain comfort with all aspects of their wealth management plans so they are better able to achieve their goals.

Prior to founding Eastgate Financial Group, Scott served as a financial advisor and district manager at Mutual of Omaha. He is a member of the Million Dollar Round Table1, an international network of leading financial services professionals, and the National Association of Insurance and Financial Advisors.

Scott is a 24-year resident of the Greater Syracuse area. He and his wife Stephanie are the proud parents of two girls, Ava and Cora. Outside of the office, Scott enjoys coaching and playing soccer, the outdoors, skiing and travel. The family enjoys spending time in Algonquin Provincial Park, a slice of wilderness dotted with 2,500 lakes and only accessible by canoe. Getting away from the city, unplugging from daily life and experiencing the full beauty of nature, resplendent in its isolation, is a wonderful way to recharge.

1. Million Dollar Round Table is not affiliated with LPL Financial.

Qualifications

Life, accident and health insurance licensed in NY, SC, VA, GA and FL. Registrations below are held through LPL Financial.

FINRA Series 6:

Investment Company and Variable Contracts Products Representative Examination

FINRA Series 7:

General Securities Representative Examination

FINRA Series 26:

Investment Company and Variable Contracts Products Principal Examination

FINRA Series 63:

Uniform Securities State Law Examination

FINRA Series 65:

NASAA Investment Advisors Law Examination *Held with Private Advisor Group

Nate Stevens

Nate Stevens, AAMS®

Research and Planning Coordinator

As our Research and Planning Coordinator, Nate provides essential research for Eastgate Financial Group as well as assisting in portfolio design, construction and administration. His lifelong love for economics and current events brings valuable insights into market trends and long-term outlooks.  He directly supports Scott to create custom in-depth financial plans with lasting impact.

Nate was born and raised in Central New York and has lived in the Syracuse area his entire life. He studied economics at SUNY Oswego and SUNY Geneseo and has worked in sales and as a registered representative for Mutual of Omaha. His first love is skiing and he takes every chance to get outside with his wife, Danielle. When they are not on the mountain, they love spending time with their friends and playing with their Saint Bernard, Obie.

Brendan Chin

Insurance Advisor

As our Insurance Advisor, Brendan works closely with clients to implement insurance solutions and strategies into their wealth management plans. He is Eastgate Financial Group’s primary “go to” person to address client’s insurance needs and questions.

Brendan was born in East Greenbush, NY and has resided in East Syracuse the past 8 years. Brendan graduated from Lemoyne College with degrees in both Finance and Business Analytics. His passions include hockey, golf, and skiing. When not in the rink or on the greens, he enjoys hiking with his rescue dog, Gretzky.

 

Megan Colle

Operations Manager

As our Operations and Client Service Manager, Megan’s top priorities are helping to run an efficient and productive office, while promoting excellent customer service and prompt follow-up to client issues. Megan ensures smooth day-to-day office operations and promotes high standards for our firm and clients by working with the entire team to develop and track the elements of our total client experience.

Megan was born and has lived in Marcellus, NY her entire life. She graduated from SUNY Potsdam in 2017 with a degree in business administration. In her free time she enjoys reading, photography, spending time with her family and traveling.

 

Qualifications