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Pat Olearcek headshot


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Pat Olearcek

Head of Advanced Planning Team

Charles Goetz headshot


cgoetz@financialguide.com


810.579.0088

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Charles Goetz, CEPA, CExP

Director of Financial Planning & Advice

Kathryn Wakefield headshot


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Kathryn Wakefield

Director of Buy-Sell, Key Person, & Non-Qualified Deferred Compensation

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Brian Meunier

Director of Premium Financing, BOLI, & COLI

Tom Zumbruski headshot


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Tom Zumbruski

Director of Advanced Product & Case Design