Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for GuideWise Financial Group
Team photo for GuideWise Financial Group

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Our advisors

Advisor photo for Erick Dalton

Erick Dalton

CFP®

Private Wealth Advisor

Learn more about Erick Dalton Visit Erick Dalton's website
Advisor photo for Andy Sutton

Andy Sutton

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Andy Sutton Visit Andy Sutton's website
Advisor photo for Spencer Bloodworth

Spencer Bloodworth

RICP®, APMA®

Financial Advisor

Retirement Income Certified Professional®
Learn more about Spencer Bloodworth Visit Spencer Bloodworth's website
Advisor photo for Braxton Scales

Braxton Scales

CFP®

Associate Financial Advisor

Marketing Specialist
Learn more about Braxton Scales Visit Braxton Scales's website
Advisor photo for Matthew Windhaus

Matthew Windhaus

APMA®

Financial Advisor

Operations Director
Learn more about Matthew Windhaus Visit Matthew Windhaus's website


Our team

Tammy Mabe

Tammy Mabe

Client Service Coordinator

Shauna McCormick

Shauna McCormick

Client Service Coordinator

Joanna Miley

Joanna Miley

Administrative Assistant