The DFS Financial Group

(972) 417-2900

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The DFS Financial Group

(972) 417-2900

  • Home
  • About Us
  • Newsletters
  • Client Resources
  • Contact Us

About The DFS Financial Group

The DFS Financial Group, founded by Bradley Stewart, CRPC®, APMA™, is a premier wealth management firm dedicated to helping individuals, families, and business owners achieve their financial goals. With a focus on personalized service, we specialize in providing comprehensive financial planning and investment strategies designed to build and protect wealth for the long term.


Through strategic partnerships with leading financial institutions, including Cambridge Investment Research, Inc., Gateway Financial Advisors, Inc., Gateway Insurance Group, Inc., and The DFS insurance Group, we are able to offer a full spectrum of financial planning, investment management and insurance services. Additionally, we collaborate with trusted estate planning attorneys and accounting firms to ensure that every aspect of our clients’ financial needs is met.

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Did you know that The DFS Financial Group's origins started from a small family-ran financial firm started decades ago? Click below to access the full bio of The DFS Financial Group.

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Meet Our Team of Professionals

Bradley Stewart, CRPC, APMA

Shane Westhoelter, AEP, CLU, LUTCF, LTCP

Bradley Stewart, CRPC, APMA

Wealth Management Advisor

Owner, The DFS Financial Group

LeAnne Payne

Shane Westhoelter, AEP, CLU, LUTCF, LTCP

Bradley Stewart, CRPC, APMA

Office Administrative Assistant 

The DFS Financial Group

Shane Westhoelter, AEP, CLU, LUTCF, LTCP

Shane Westhoelter, AEP, CLU, LUTCF, LTCP

Shane Westhoelter, AEP, CLU, LUTCF, LTCP

Compliance Principal, The DFS Financial Group

CEO, Gateway Financial Advisors

Aprilyn Chavez-Geissler, LACP

Aprilyn Chavez-Geissler, LACP

Shane Westhoelter, AEP, CLU, LUTCF, LTCP

1st EVP, Gateway Financial Advisors

Insurance Division

Shawn Westhoelter

Aprilyn Chavez-Geissler, LACP

Shawn Westhoelter

EVP, Gateway Insurance Group

Property and Casualty Division

Jeff Snyder

Aprilyn Chavez-Geissler, LACP

Shawn Westhoelter

1st EVP, Gateway Financial Advisors

Insurance & Business Development

Our Professional Partnerships

About Our Partners

Gateway Financial Advisors, Inc.

Cambridge Investment Research, Inc.

Cambridge Investment Research, Inc.

Since joining Gateway Financial Advisors, Inc., Bradley has been able to benefit from the professional network of more than 140 financial professionals in Gateway, administrative staff, and insurance specialist.  As of December 31, 2024, Gateway Financial Advisors manages over $4.5B in AUA, with over $32M in total gross revenue.

Cambridge Investment Research, Inc.

Cambridge Investment Research, Inc.

Cambridge Investment Research, Inc.

 Cambridge Investment Research, Inc., based in Fairfield, Iowa, is an independent broker-dealer and Registered Investment Advisor (RIA) firm. Founded in 1981, Cambridge has experienced significant growth and continues to expand its presence in the financial services industry.


As of December 31, 2024, Cambridge Investment Research is ranked as the 7th largest independent broker-dealer based on total revenue in InvestmentNews Magazine's 2024 Independent Broker-Dealer Industry Survey. It is also ranked as the 9th largest independent broker-dealer in total account assets in Financial Planning Magazine's 2024 Independent Broker-Dealer Elite Survey, and the 10th fastest-growing independent broker-dealer based on revenue growth in InvestmentNews Magazine's 2023 Independent Broker-Dealer Industry Survey.

DFS Financial Group, The DFS Insurance Group, Gateway Financial Advisors, and Gateway Insurance Group are not affiliated with Cambridge.

The DFS Financial Group™ - 2025 All Rights Reserved.

 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of Texas, Florida, New York, California, Colorado, Michigan and Missouri. 

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. The DFS Financial Group and Cambridge are not affiliated.  


Cambridge does not offer tax or legal advice. 

The DFS Financial Group does not offer tax or legal advice.


Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.



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