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Financial Planning and Wealth Management Advisors

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Our Team

W. Keith Schmidt, CLU®, ChFC®, CASL®, RICP®, ChSNC®

W. Keith Schmidt, CLU®, ChFC®, CASL®, RICP®, ChSNC®

Financial Planner and Wealth Management Advisor

Fax Number: 646.666.3083
Phone: 646.867.8318
Mobile: 914.353.3312
Email: KeithSchmidt@FinancialGuide.com

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Jenny David, MACC

Jenny David, MACC

Paraplanner

Fax Number: 646.666.3083
Mobile: 224.218.5427
Email: jennydavid@financialguide.com

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Mariana Sanmiguel Garza

Mariana Sanmiguel Garza

Financial Services Team Associate

Fax Number: 646.666.3083
Mobile: 646.859.4921
Email: marianasanmiguel@financialguide.com

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Katherine Leach, CPFA

Katherine Leach, CPFA

Marketing Specialist

Fax Number: 646.666.3083
Mobile: 646.760.8299
Email: kleach@financialguide.com

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Alexander Rahman

Alexander Rahman

Financial advisor

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