Guidelight 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 Guidelight Financial Group
Team photo for Guidelight Financial Group

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Advisors

Advisor photo for Thomas Shortreed

Thomas Shortreed

MBA, CFP®, BFA, CRPC, CKA®, CEPA®, CMFA®

Private Wealth Advisor

Franchise Owner
Visit Thomas Shortreed's website
Advisor photo for Austin Shortreed

Austin Shortreed

CFP®, BFA, CRPC

Financial Advisor

Visit Austin Shortreed's website
Advisor photo for Brian Davin

Brian Davin

BFA

Financial Advisor

Visit Brian Davin's website


Team

Patricia A. Sasse

Patricia A. Sasse

Executive Assistant

Melissa Crown

Melissa Crown

Operations Director,

Chief Operating Officer of Guidelight Financial Group
John Smith

John Smith

Financial Planning Specialist

Gabby Stoehr

Gabby Stoehr

Client Service Specialist

Claire Donis

Claire Donis

Client Service Specialist

Samantha Katsares

Samantha Katsares

Client Service Specialist

Frank Strama

Frank Strama

Marketing Specialist

Kaela Saller

Kaela Saller

Client Service Specialist