Guidingpoint Financial Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Susan Babina

Susan Babina

CFP®, CPA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Susan Babina's website
Chris Brown

Chris Brown

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Chris Brown's website
Brien Cavalier

Brien Cavalier

Financial Advisor

Visit Brien Cavalier's website
Brian Douglas

Brian Douglas

CFP®, CRPC®, ADPA®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Douglas's website
Lee Elander

Lee Elander

CRPC®

Financial Advisor

Visit Lee Elander's website
Greg Lemon

Greg Lemon

MBA

Financial Advisor

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Bud Milligan

Bud Milligan

MBA, CRPC®

Financial Advisor

Visit Bud Milligan's website
Marisa Simonetti

Marisa Simonetti

CRPC®

Financial Advisor

Visit Marisa Simonetti's website
Julie W Terry

Julie W Terry

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Julie W Terry's website
Andrew Tillett

Andrew Tillett

CRPC®

Financial Advisor

Visit Andrew Tillett's website
Michael Lowell Turner

Michael Lowell Turner

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael Lowell Turner's website

Team

Diana Acosta

Diana Acosta

Client Relationship Manager

Judy Bennett

Judy Bennett

Client Relationship Manager

Jason DouBrava

Jason DouBrava

Office Manager

Denise Miller

Denise Miller

Client Relationship Manager

Sue Redfern

Sue Redfern

Client Service Specialist

Kimberly Tatum-Davis

Kimberly Tatum-Davis

Client Relationship Manager

Brad Thurber

Brad Thurber

Practice Manager

Angela Williams

Angela Williams

Client Service Specialist