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Barbara L

Series 63, Series 65

Rockford, IL

Pathfinder Advisory, Inc.

Barbara Lane is a financial advisor at Pathfinder Advisory, Inc. in Rockford, IL, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with Pathfinder Advisory since 2011 and also has experience at Sr. Capital Management dating back to 2005. Pathfinder Advisory, Inc. provides financial planning and asset management to individuals, business entities, trusts, estates, and charitable organizations. The firm uses strategic asset allocation and diversified portfolios tailored to client objectives, incorporating investor education and financial coaching as part of its services.

General retirement planning Social Security optimization General tax planning Wealth management
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Philip G

CFP®, Series 65

Rockford, IL

Pathfinder Advisory, Inc.

Philip Guske is a CFP® with 16 years of industry experience and has been with Pathfinder Advisory, Inc. since 2003. He holds a Series 65 license and is based in Rockford, IL. Pathfinder Advisory, Inc. provides financial planning and asset management services to individuals, business entities, trusts, estates, and charitable organizations. The firm utilizes strategic asset allocation and diversified portfolios, incorporating investor education and financial coaching as part of its planning process.

General retirement planning Social Security optimization General tax planning Wealth management
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Philip G

Series 63, Series 65

Rockford, IL

Pathfinder Advisory, Inc.

Philip Guske is a financial advisor with Pathfinder Advisory, Inc. in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Pathfinder Advisory since 1996. Outside of his advisory role, Mr. Guske owns and operates a commercial real estate rental company. Pathfinder Advisory, Inc. provides financial planning and asset management services to individuals, business entities, trusts, estates, and charitable organizations. The firm uses strategic asset allocation and diversified portfolios tailored to client objectives, offering both discretionary and non-discretionary services along with investor education and financial coaching.

General retirement planning Social Security optimization General tax planning Wealth management
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