Timothy Flanagan Jr. CLU®, ChFC®, CFP®, ChSNC™

President

(704) 557-9600

tflanaganjr@financialguide.com

Jason Goldy ChFC®

VP of Sales Development, Director of Financial Planning

7045579693

jgoldy@financialguide.com

 

Audrey Averill

Chief Operating Officer

7045579608

aaverill@financialguide.com

Lou Galletto AIF®

Director of Wealth Management, Chief Investment Officer

7045579604

lougalletto@financialguide.com

 

Matthew D. Pawlowski CFBS

Director of Financial Planning

7045579663

mpawlowski@financialguide.com

 

Sandra Meadows

Operations Manager

3363703105

smeadows@financialguide.com

 

Chelsea Smith

Director of Marketing

(704) 557-9715

chelseasmith@financialguide.com

Amanda Kramer

Director of Advisor Experience

7045412790

amandakramer@financialguide.com