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Our financial advice team


Thomas Shortreed

Thomas Shortreed

MBA, CFP®, BFA, CRPC®

Private Wealth Advisor

Franchise Owner
Guidelight Financial Group
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Christian Financial Strategies
  • Small Business

Interests

  • Spending time with his family, which include his wife and three adult sons
  • Walking his dogs
  • Getting some Florida sun
  • Pickleball
  • Bicycling
  • Jogging
  • Playing cards with friends
  • Shooting Pool
  • Golfing

Community participation

Leadership Mahoning Valley

Volunteer for Trumbull County Mobile Meals

Volunteer for Warren Area Family Mission

Volunteer for Second Harvest Food Bank.

A member of the Cortland Rotary Club

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer. As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Awards & recognition

  • Ameriprise Circle of Success, 2002-2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠
  • CKA® Certified Kingdom Advisor®

Education

  • Masters in Business Administration, Youngstown State University, 1998
  • Bachelors of Science in Nursing, Youngstown State University, 1992

Previous experience

  • Nurse Manager Telemetry Unit St Joseph's Hospital, 1995-1997
  • Critical Care registered nurse CCU/ICU St Joseph's Hospital, 1992-1995
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