Fee-only advisers who know you by name.

John W. Stephens brings more than three decades of experience in financial planning and investment advisory work to GateKeeper Investment Advisers. He earned a Bachelor of Business Administration in Accounting from Georgia State University in 1992 and holds the Series 65 license required of investment adviser representatives.

John works primarily with individuals and families on building wealth, planning for retirement, and stewarding assets across generations. His approach emphasizes prudent, long-term coordination — understanding each client's goals, keeping the plan organized, and working alongside the client's attorney and tax professional so nothing falls through the cracks.

A father of three, John enjoys golf, history, archaeology, and astronomy when he's not in the office.

Jake Stephens is an Allen, Texas native who brings an entrepreneurial background and hands-on financial services experience to the practice. He works alongside his father, John, serving individuals and families through the firm's structured Gateway to Retirement planning process — a step-by-step framework for organizing retirement accounts, income planning, and estate coordination.

Jake helps clients understand where they are today and what the road to retirement looks like, with the same fee-only approach that defines the practice. When he's not working, he enjoys the outdoors, shooting sports, and golf — and he collects vintage oil-and-gas signage.