Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Guidelight Financial Group
Team photo for Guidelight Financial Group

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Our advisors

Advisor photo for Thomas Shortreed

Thomas Shortreed

MBA, CFP®, BFA, CRPC, CKA®, CEPA®, 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
Advisor photo for Brian Davin

Brian Davin

BFA

Financial Advisor

Learn more about Brian Davin Visit Brian Davin'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

Kaela Saller

Kaela Saller

Client Service Specialist