Jeff Gatchel

I began my career with Equitable and now RaiStone Wealth Partners in 2007, helping clients navigate their financial journeys with confidence and clarity.

I believe that developing meaningful relationships with clients and future prospects is at the heart of a successful financial plan. By being a strong listener, asking thoughtful questions, and taking the time to fully understand each client’s unique situation, I am able to build comprehensive, personalized strategies using the tools and resources our firm provides. This client-centered approach leads to lasting relationships and meaningful results.

Before transitioning into the investment and wealth management arena, I built a strong foundation in banking with the ISU Credit Union. During my tenure, I held key leadership roles including Chief Lending Officer and Chief Operations Officer, where I developed extensive experience in operational strategy, and team leadership which I still rely on today.

Outside of work, I enjoy spending time golfing, fishing, gardening, and cooking on my flattop grill and pellet smoker—especially during the summer months. I also love traveling and attending my grandchildren’s sporting activities.