About Us

Kevin A. Patterson, CFP®

Founder and CEO

As a founding partner of Guided Wealth Advisors, Kevin began his Financial Planning career in January of 2004 with Smith Barney and moved his practice to LPL Financial in July 2009.  After over 1400 hours of analyzing and studying the...

Marian J. Chapla-Breault, CLTC

Consultant

Marian received her Bachelor’s degree from the University of California, Berkeley in 1977. Marian has been in the financial services industry since 2002. After working in the large corporate environment for 21 years and attaining multiple awards in her General...

Jennifer Chuon

Operations & Client Relationship Manager

Jennifer has worked in the financial services industry for over 4 years and graduated with a Bachelor’s of Science in Economics from George Mason University in Fairfax, Virginia. Before joining our team, she was a Relationship Manager at Andre Arjun’s...

Hank Spencer

Consultant

Hank Spencer has 21 years of financial services experience and over 52 years in business operations. He graduated from Andrews University with a business degree and completed his MBA from the University of Redlands in 1995. Hank holds his Series...

Jennifer Martinez

Jennifer is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors' practices. She partners with advisors to provide support on administrative tasks and client management functions. Jennifer has four...