Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Investments
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies

Education

  • Washington State University, Business Administration

Awards & recognition

  • Soundview Financial Group, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

Superintendent Vivanco presents Guy with a Community Bulldog award for going above and for MVHS
Superintendent Vivanco presents Guy with a Community Bulldog award for going above and for MVHS

Public Address Announcer for Mount Vernon High School football - Retired 11/21

Volunteer Coordinator for The Salvation Army Angel Tree program

Former member of the Mount Vernon Kiwanis Club

Former Board Member for the Skagit Valley Tulip Festival.

Interests

I enjoy spending time with my family and friends. I also have a passion for fishing and the outdoors.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.