Shout Outs

Employee Shout Outs

Justin Deckert - Support Specialist

“ I got Justin and we spent some time together. He was very, very helpful today with me. He was extremely helpful taking the time to assist with the plan and explain how things were working. He was great! Patient with everything I had. I’m coming from Naviplan to MoneyGuide and this is very different in trying to understand how this is working. This client and case is extremely complex and I needed to go through the sale/potential sale of two different business and putting that into the plan, but Justin was great through it all.” - Advisor

Carrington Dudley - Business Analyst

“In my opinion, you really make our partnership run so smooth, and I use partnership because it feels more like that than just a typical client-vendor relationship” - Advisor

Have a Shout Out?

Send your shout outs to marketing@moneyguide.com

Virtual Conferencing

KB Holistic Financial Advisor 2020 – Virtual – July 27

Garrett Planning Network Annual Retreat 2020 – Virtual – August 5-8

FPA Central VA Forum 2020 – Virtual – August 13-14

CUNA Focus 2020 – Virtual – August 26-27

AssetTech Live 2020 – Virtual – August 27

They’re Engaged!

Our very own Scott Bayer and Caitlin Taylor got engaged! They met at work and started dating after getting to know one another. They’ve been together for about a year and a half. They got engaged in front of close friends on a beautiful Sunday afternoon!

NEW MoneyGuide Pups!

Pug Pup Kino!

Meet Tiffany’s new addition, Kino! Kino is a gorgeous 8-month old pug pup!

Pit Pup Darcy!

Darcy joins Skye in the Rawls household! Meet Phillip’s new pit bull pup Darcy!

Have a Life Event?

Send your stories (pictures are always welcome) to marketing@moneyguide.com