Our Firm

  Mike Guilliatt

 Two characteristics explain Mike's strong appeal to his clients.  The first is his expertise which springs from over three decades of broad experience in financial services coupled with his designations as a Certified Financial Planner (CFP®) Professional, Certified Estate and Trust Specialist (CES™), Charter Advisor for Senior Living (CASL®), Charter Life Underwriter (CLU®),  Fraternal Insurance Counselor (FIC), Charter Financial Consultant (CHFC®), and Life Underwriter Training Council Fellow (LUTCF®).

Second, Mike safeguards the trust his clients place in him by everything he does, because his reputation for unquestioned integrity is more important to him than any fee or commission.  Mix in his caring manner and background in teaching, and you have an advisor worth standing in line to see.  Outside the office, Mike enjoys reading, hiking, biking, and kayaking, and family gathering with his wife, Janice, a retired teacher, and their two sons, Mark and Scott.