Experienced Financial Planners

Up-and-down markets, inflation, principal protection, tax minimization – you know the challenges.  So, as you’d guess, experience matters.

Guidepost Financial Planning brings the following experience to each and every relationship:

  • Over 15 years in financial services
  • MBA in finance and international business
  • 403(b), 401(k), TIAA-CREF, TSP, FERS, CSRS and Deferred Compensation Program expertise
  • CERTIFIED FINANCIAL PLANNER™, NAPFA, Garrett Planning Network and Better Business Bureau affiliations
  • NAPFA Board president (West Region)
  • Financial Planning Association residency at DePaul University
  • Contributor to industry articles including the Wall Street Journal, Money Magazine, Smart Money, CNN Money, Redbook and 9News.com.