Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Thomas Shortreed

Thomas Shortreed

MBA, CFP®, BFA, CRPC, CKA®, CMFA®

Private Wealth Advisor

Franchise Owner
Learn more about Thomas Shortreed Visit Thomas Shortreed's website
Advisor photo for Laurie Gerdy

Laurie Gerdy

CFP®

Private Wealth Advisor

Learn more about Laurie Gerdy Visit Laurie Gerdy's website
Advisor photo for Austin Shortreed

Austin Shortreed

CFP®, BFA, CRPC

Financial Advisor

Learn more about Austin Shortreed Visit Austin Shortreed's website


Our team

Melissa Crown

Melissa Crown

Operations Director,

Chief Operating Officer of Guidelight Financial Group
Patricia A. Sasse

Patricia A. Sasse

Executive Assistant

Gabby Stoehr

Gabby Stoehr

Client Service Specialist

Claire Donis

Claire Donis

Client Service Specialist

Samantha Katsares

Samantha Katsares

Client Service Specialist

John Smith

John Smith

Financial Planning Specialist

Frank Strama

Frank Strama

Marketing Specialist