Guidingpoint Financial Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Darrell Douglas

Darrell Douglas

Private Wealth Advisor

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Susan Babina

Susan Babina

Financial Advisor

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Brian Douglas

Brian Douglas

Financial Advisor

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Julie W Terry

Julie W Terry

Private Wealth Advisor

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Bud Milligan

Bud Milligan

Financial Advisor

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Andrew Tillett

Andrew Tillett

Financial Advisor

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Lee Elander

Lee Elander

Financial Advisor

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Marisa Simonetti

Marisa Simonetti

Financial Advisor

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Greg Lemon

Greg Lemon

Financial Advisor

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Chris Brown

Chris Brown

Financial Advisor

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Team

Jason Dou Brava

Jason Dou Brava

Office Manager

Judy Bennett

Judy Bennett

Client Relationship Manager

Sue Redfern

Sue Redfern

Client Service Specialist

Angela Moon

Angela Moon

Client Service Specialist

Britteney Goodman

Britteney Goodman

Business Development Director,

Marketing Manager
Kimberly Tatum-Davis

Kimberly Tatum-Davis

Client Service Manager

Diana Acosta

Diana Acosta

Client Relationship Manager