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 Guided Trails Private Wealth Group
Team photo for Guided Trails Private Wealth Group

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Our advisors

Advisor photo for Guy M Acerra

Guy M Acerra

CFP®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Guy M Acerra Visit Guy M Acerra's website
Advisor photo for Charlie Watts

Charlie Watts

CFP®, LUTCF®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Charlie Watts Visit Charlie Watts's website
Advisor photo for Kelly Marie Robbins

Kelly Marie Robbins

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Kelly Marie Robbins Visit Kelly Marie Robbins's website


Our team

Jackie J. Mitchell

Jackie J. Mitchell

Client Service Coordinator

Sabrina Ramirez

Sabrina Ramirez

Client Service Specialist