Kevin A. Patterson, CFP®

guideddev Leave a Comment

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 principles of financial planning, he received his CFP® (Certified Financial Planner™) designation in 2015.  Kevin utilizes his extensive study of …

Marian J. Chapla-Breault, CLTC

guideddev Leave a Comment

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 Management position she transitioned to financial services to expand her core philosophy to help people build sound financial lives. Her …

Jennifer Chuon

guideddev Leave a Comment

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 State Farm Insurance Agency in Herndon, Virginia and later a Client Associate with Wells Fargo Advisors in Reston, Virginia. Jennifer …

Hank Spencer

guideddev Leave a Comment

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 6,7,63 and 66 securities registrations with LPL Financial and has a broad knowledge of financial strategies. Email: hank.spencer@lpl.com

Jennifer Martinez

guideddev Leave a Comment

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 years of experience in the financial industry. Prior to joining Admin Solutions, she served as a Service360 representative. Jennifer enjoys …