Meet Our Team 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