GuidingPoint Financial Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for GuidingPoint Financial Group
Team photo for GuidingPoint Financial Group

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Advisors

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 Julie W Terry

Julie W Terry

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Julie W Terry's website
Advisor photo for Lee Elander

Lee Elander

CFP®, BFA

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 Wanda Chandler

Wanda Chandler

BFA, CRPC

Financial Advisor

Visit Wanda Chandler's website
Advisor photo for Bo Carroll

Bo Carroll

CFP®, CRPC

Financial Advisor

Visit Bo Carroll's website