Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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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
  • 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.

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