“Our family had the very tragic experience of losing a member to illness at a young age. The unfortunate reality is that bad things will happen to all of us at some point in our lives. There’s a tremendous sense of satisfaction knowing Truepoint can help clients navigate through difficult times – not just financially, but personally as well.”
Guy believes that comprehensive financial planning should empower clients to live the life they’ve always wanted. He especially enjoys meeting new clients and learning about their dreams, their families, and their unique life stories. With decades of experience, Guy is able to integrate the many aspects of financial planning and employ a multi-dimensional approach that includes retirement planning, asset protection, insurance selection, and education planning. Additionally, Guy has obtained the Certified Senior Advisor® designation and serves as chairperson of Truepoint’s Aging Task Force, a group focused on addressing the changing needs of our aging clients.
Guy loves spending time with his wife and three daughters, Laura, Caroline, and Lizzie. He stays active by exercising, hiking and golfing, and he enjoys cooking and reading in his down time.
Specialties: aging considerations, comprehensive financial planning, education planning, insurance planning, retirement planning, stock option planning