Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Christian Financial Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Financial Planning for Small Business
  • Family Finances
  • Intergenerational Planning
  • Investment Management

Awards & recognition

  • Guidelight Financial Group, Ameriprise Client Experience Award, 2021, 2022, 2023, 2024, 2025
  • Thomas Shortreed, Ameriprise Ultimate Digital Excellence Award, 2024

Community participation

Guidelight Financial Group is here for our community in tangible and intangible ways as a visible key community asset. We work with key leaders and other professionals as centers of influence to help guide clients in multiple areas of their lives.