GuidingPoint Financial Group

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 GuidingPoint Financial Group
Team photo for GuidingPoint Financial Group

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Advisors

Advisor photo for Julie W Terry

Julie W Terry

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Julie W Terry's website
Advisor photo for Brian Douglas

Brian Douglas

CFP®, CRPC, ADPA®, APMA®

Private Wealth Advisor

Chief Executive Officer of GuidingPoint Financial Group
Visit Brian Douglas's website
Advisor photo for Lee Elander

Lee Elander

CFP®, BFA, APMA®

Financial Advisor

Visit Lee Elander's website
Advisor photo for Marisa Simonetti

Marisa Simonetti

BFA, CRPC, CDFA®

Financial Advisor

Visit Marisa Simonetti's website
Advisor photo for Michael Lowell Turner

Michael Lowell Turner

CFP®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Michael Lowell Turner's website
Advisor photo for Bo Carroll

Bo Carroll

CFP®, APMA®, CRPC

Financial Advisor

Visit Bo Carroll's website
Advisor photo for Wanda Chandler

Wanda Chandler

BFA, CRPC

Financial Advisor

Visit Wanda Chandler's website


Team

Jason DouBrava

Jason DouBrava

Operations Manager

Mony Abbott

Mony Abbott

Client Service Specialist

Brad Thurber

Brad Thurber

Practice Manager

Gavin Berryman

Gavin Berryman

Client Service Specialist

Marcia Smith

Marcia Smith

Marketing Specialist

Rodney Russell

Rodney Russell

Client Service Coordinator