Meet Guy

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With nearly 20 years in the financial services industry, Guy has extensive experience as a fiduciary, family-centric investment advisor. He specializes in estate planning, inheritance oversight, and wealth transfer strategies for families. 


Previously with Citi, Bank of America Investment Services, and MML, his ultimate ambition was to provide unbiased estate oversight and founded a private practice in 2010 which would become Core Planning.
 

Growing up in south Ferguson, Guy attended De Smet Jesuit High School through its work-study scholarship while earning a full ride as an Evans Scholar to the University of Missouri-Columbia.  He graduated with a BSBA degree in Finance and Banking, and then followed up with a Masters Degree in Finance at Webster University. 


Nationally recognized, Guy's advice has been quoted by such outlets as Newsweek Magazine, Forbes, US News, Consumers Digest, Inc. Magazine, Fox Business, TheStreet.com, Parade Magazine, MSN Money, Nasdaq.com, Financial Advisor Magazine, On Wall Street, and Yahoo Finance among others.


Blessed with wonderful family and friends, Guy loves outdoor activities such as trail-running, kayaking, hunting and fishing.  He is actively engaged in the community, volunteering on multiple nonprofit board seats.  


Often accused of being a math nerd, he tries to cultivate some creative imbalance by oil painting and fused glass.  You can view some of his art here.


He and his wife, Jaime Lee, live in O'Fallon, Missouri with their three amazing children.