Meet the Guideline team

Meet our leadership, operations and technical experts that support financial services firms across the USA.

Mark Westmoreland

Co Founder - Managing Director

Tim Stokes

Senior Director

Eric VanHorn

Senior Advisor

Cary Racz

Senior Advisor

James O'Brien

Account Management Executive

Et Halstead

Co Founder - Managing Director

David Ward

Senior Director

Chelsey Trevino

Senior Advisor

Gabriela Arnedo

Principal Operations Consultant

Simon Elsbury

Finance Director

Tim Kassisse

Senior Advisor

Amy D'Addetta

Senior Advisor

Kate Turner

HR Director

Sheila Coley

Senior Advisor

Michael P. Wallace

Senior Advisor

Daniel Evans

Marketing Director