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
Kevin Young
Principal
Tim Kassisse
Senior Advisor
Amy D'Addetta
Senior Advisor
Kate Turner
HR Director
Eric Reusch
Principal
Sheila Coley
Senior Advisor
Michael P. Wallace
Senior Advisor
Daniel Evans
Marketing Director