Our Team
See where we can take you
Our dedicated team of financial advisors is ready to help guide you toward the future you’ve always envisioned.
Bradley
Bishop
As the owner of Porter + Guide, I love rolling up my sleeves alongside my team to create the kind of experience our clients remember. What energizes me most are the conversations that challenge our clients to think differently and inspire them toward what's next.Owner/Financial Advisor
Contact: 267.932.8071
Email: Brad@porterandguide.com
Michael
Kern
In my financial advisor role, I enjoy encouraging my clients to live a life full of intention. Whether that be with individuals pursuing their careers, young families, or retirees – I feel energized thinking through ways to help my clients make the most of their time, their relationships, and their money. Financial Advisor
Contact: 267.932.8071
Email: Mike@porterandguide.com
Austin
Seibert
As a Financial Advisor, I believe the best financial plans are built on genuine relationships. I take pride in getting to know each of my clients personally — understanding not just their financial picture, but the goals, milestones, and dreams behind it.Financial Advisor
Contact: 267.895.5841
Email: Austin@porterandguide.com
Alex
Mongan
As a Financial Advisor at Porter + Guide Wealth Management, I'm passionate about helping clients retire with confidence and live with financial purpose. I believe money is more than a number — it's a tool, and when used intentionally, it has the power to turn your biggest dreams and goals into a reality.
Financial Advisor
Contact: 267.895.5470
Email: Alex@porterandguide.com
Bobby
Moore
As an Associate Advisor at Porter + Guide, and the best part of my job is helping clients work toward their financial and life goals. I genuinely love getting to know people and walking alongside them on their journey.Associate Advisor
Contact: 267.905.2968
Email: Bobby@porterandguide.com
Suzanne
Randall
As Office Manager and Client Relations lead at Porter + Guide, I believe the best professional relationships are the ones that feel personal. I love getting to know our clients as real people — celebrating their milestones, supporting their journeys, and creating moments that matter for them and their families.Office Manager & Client Relations Lead
Contact: 267.895.5188
Email: Suzanne@porterandguide.com
Rebecca
Beck
Being a Paraplanner here at Porter + Guide is very rewarding. I have the privilege of assisting in building retirement plans and researching how to make our clients thrive in and the years ahead. Meeting clients face-to-face is especially meaningful where I can truly see the impact of our work.Paraplanner
Contact: 267.905.8985
Email: Rebecca@porterandguide.com
Amber
Mueller
As the Operations Specialist at Porter + Guide, I bring incredible organization, dedication, and warmth. My passion for seamless processes and building long-term relationships creates massive value for clients.
Operations Specialist
Contact: 267.895.5019
Email: Amber@porterandguide.com
Matt
Delzingaro
I'm an Operations Specialist with a passion for keeping things running smoothly behind the scenes. My day-to-day involves handling account paperwork, managing compliance, and making sure every client's account is accurate and in good order. I take pride in the details, because I know that getting things right matters for the people we serve. Operations Specialist
Contact: 267.895.5314
Email: Matt@porterandguide.com
Jared
Mason
As an investment analyst at Porter + Guide, I'm responsible for the creation and ongoing monitoring of our firm’s investment models. I also oversee the day-to-day execution of trading activities for advisory accounts, including rebalancing, cash management, asset allocation and more. Investment Analyst
Contact: 267.932.8071
Email: Jared@porterandguide.com