Meet the Team
-
Brandon Levithan, CFP®, ChFC®, RICP®
Co-Founder and Managing Director
📧 blevithan@financialguide.com -
Jason Goldstein, ASA, MAAA, RICP®
Co-Founder and Managing Director
📧 jasongoldstein@financialguide.com -
Shane K. Mulligan, ChFC®
Wealth Advisor
smulligan@financialguide.com
-
Tricia Pape
Financial Advisor, Director of Operations
📧 triciapape@financialguide.com -
Anthony Focht
Investment Operations Specialist
📧 afocht@financialguide.com -
Rick Purvis
New Business Processor
-
Robert Murray
Client Service Manager, Analyst
📧 robmurray@financialguide.com -
Brooke Borsky
Executive Assistant to Brandon Levithan
bborsky@financialguide.com
-
Sean O'Rourke
Financial Advisor, Sales Manager
📧 sorourke@financialguide.com -
Joel Gilley
Executive Benefits Specialist
📧 JGilley@FinancialGuide.com -
Robert Touzeau, LUTCF®, ChSNC™, CLU®
Financial Professional, Special Care Planner
📧robertdtouzeau@financialguide.com -
Denise Seibert
Executive Assistant to Rob Touzeau
📧 dseibert@financialguide.com