CPA’s & Professional Partners
A funding partner that supports your client relationship
Guidant helps CPAs and professional advisors support clients through funding decisions without losing visibility, trust, or their role in the relationship.
Why Partner with Guidant
Guidant gives CPAs and professional advisors a way to support client funding needs without sacrificing the advisory relationship. We work collaboratively, communicate clearly, and add value through conservative guidance, relationship-friendly support, and post-funding education that helps clients stay better informed over time.
Collaboration, not replacement
We work in a way that helps advisors stay informed and involved.
A conservative, consultative approach
We support your clients with clear, professional guidance while keeping you informed and respecting the relationship you’ve already built.
Clear communication
We help make it easier to understand how the partnership works, who handles what, and how the client is supported.
Relationship-protective support
Guidant supports the client behind the scenes while helping the advisor remain in the driver’s seat.
Added educational value for clients
Guidant’s exclusive ROBS Tax Strategy Course gives funded clients additional post-funding support around compliance, compensation planning, reinvestment, exit planning, and other tax-related decisions that can become more important over time.
Katie Burckhardt
Business Growth Officer
Ashley Teegarden
Director of Business Development
Paul Cook
Senior Business Development Representative
Beegees Hebert
Business Development Representative
Suzy Granger
Business Development Representative
Michele Simones
Business Development Representative
Robert Hanratty
Business Development Representative
Jason Juric
Business Development Representative
Jordan Stefnik
Business Development Representative