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(972) 417-2900

The DFS Financial Group

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About Us

The DFS Financial Group

The DFS Financial Group is founded by Investment Advisor Representative and Registered Representative, Bradley Stewart, CRPC®, APMA™.


The DFS Financial Group was founded in 2020, during the COVID-19 pandemic when Mr. Stewart decided to split The DFS Group, LLC into two separate entities, The DFS Financial Group and The DFS Insurance Group. 


The DFS Financial Group services Wealth Management needs for affluent individuals, families, and business owners across the country. Through our strategic partnership with Gateway Financial Advisors, Inc., Gateway Insurance Group, Inc., award-winning independent Broker-Dealer and Registered Investment Advisory firm Cambridge Investment Research, Inc., along with non-affiliated estate planning attorneys and accounting firms, allows our financial professionals the ability to provide comprehensive wealth management services to our valued clients.  

Learn More

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

Shane Westhoelter, AEP, CLU, LUTCF, LTCP

Wealth Management Advisor

Owner, The DFS Financial Group

Shane Westhoelter, AEP, CLU, LUTCF, LTCP

Shane Westhoelter, AEP, CLU, LUTCF, LTCP

Shane Westhoelter, AEP, CLU, LUTCF, LTCP

Principal, The DFS Financial Group

CEO, Gateway Financial Advisors

Aprilyn Chavez-Geissler, LACP

Shane Westhoelter, AEP, CLU, LUTCF, LTCP

Aprilyn Chavez-Geissler, LACP

1st EVP, Gateway Financial Advisors

Insurance Division

Shawn Westhoelter

Shawn Westhoelter

Aprilyn Chavez-Geissler, LACP

EVP, Gateway Insurance Group

Property and Casualty Division

Jeff Snyder

Shawn Westhoelter

Jeff Snyder

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. Gateway as of December 31, 2021, managed over $4B in Assets Under Management with over $30M in total gross revenue.  

Cambridge Investment Research, Inc.

Cambridge Investment Research, Inc.

Cambridge Investment Research, Inc.

Founded in 1981 and based in Fairfield, Iowa, Cambridge is one of the largest independent broker-dealers and RIA's in the country. As of September 30, 2023, Cambridge has a projected $1.57B in total revenue, $151.2B in Assets Under Advisement, 885 CFP Professionals, 900 Home Office Associates, and 3,800+  Financial Professionals.

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

The DFS Financial Group™ - 2023 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, 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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