April 18, 2018 | News
We are excited to announce that Holly Whitmire joined the LifeGuide Team last week. Holly comes to us with almost 14 years of experience in the financial services industry. Holly will be a financial advisor and LifeGuide’s Manager of Client Amazement.
“The LifeGuide team and the clients that I have met are amazing! I am excited about helping clients integrate their faith and finances.”
In her role as financial advisor, Holly will be working closely with Zak and Matt to expand their team’s capacity to enable them to serve more clients. As our Manager of Client Amazement, she will be looking for ways for us to increase the value that we provide our clients. Don’t hesitate to let her know if you have ideas of how we can serve you better. Holly will be our subject matter expert for LifeGuide 360, our new client portal. LifeGuide 360 provides a consolidated view of your complete financial picture. She will be providing training, assisting with set up, and answering questions.
Here are some quick facts about Holly that will help you to get to know her.
To learn more about Holly, (and maybe even be entertained a bit), click here to see Doug’s Facebook Live interview with Holly. (Yes, we asked her to do a live interview after just three days at LifeGuide!)
Please join us in welcoming Holly to the LifeGuide Team!
Holly’s email address is: email@example.com.
You have important questions, and we want to get you answers. We offer everyone a complimentary, no-strings-attached Exploration Meeting where we get to know each other, understand what you’re looking for, and answer all of the questions you have. In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire.
Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
The topic of long-term healthcare can be complex, time consuming, and, quite frankly, not a lot of fun. We’re here to help.
We are Dave Ramsey ELPs for long-term care, as well as SmartVestor Pros. We offer all of Dave’s fans a complimentary, no-strings-attached LTC Exploration Meeting where we will take the time to know you, answer your questions about LTC, and provide quotes and recommendations tailored specifically for you.
To prepare quotes for you, we ask that you complete a short three-minute online LTC Questionnaire.
One we receive your questionnaire, we will shop your case to multiple insurance companies, prepare quotes, and reach out to schedule your LTC Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
You’ve come to the right place! Our Managing Partner, Doug Denlinger, is a SmartVestor Pro as well as a Dave Ramsey Endorsed Local Provider (ELP) for long-term care insurance.
Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!