Guided Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Team photo for Guided Wealth Advisors
Team photo for Guided Wealth Advisors

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Advisors

CJ Charlebois

CFP®, ChFC®, CLU®, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit CJ Charlebois's website

Kyle Pembroke

CRPC, APMA®

Associate Financial Advisor

Visit Kyle Pembroke's website


Team

Amanda Justice, CFP®

Amanda Justice, CFP®

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional
Andrew Marcotte, CRPC®

Andrew Marcotte, CRPC®

Investment Specialist,

Chartered Retirement Planning Counselor™
Caroline Williams

Caroline Williams

Operations Manager

Logan Ambrose

Logan Ambrose

Client Service Specialist

Alex Lajeunesse

Alex Lajeunesse

Client Service Specialist

Sophia Newman

Sophia Newman

Administrative Assistant

Jody Pierce

Jody Pierce

Business Development Specialist

Jeffrey Metzler

Jeffrey Metzler

Client Service Specialist

Connor Day

Connor Day

Client Concierge