Meet the Guideline team

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

Mark Westmoreland

Co-Founder & Senior MD

Eric VanHorn

Senior Advisor

Cary Racz

Senior Advisor

James O'Brien

Account Management Executive

Et Halstead

Co-Founder & Senior MD

Tim Kassisse

Senior Advisor

Simon Elsbury

Finance Director

Gabriela Arnedo

Principal Operations Consultant

Amy D'Addetta

Senior Advisor

Kate Turner

HR Director

Daniel Evans

Marketing Director

Sheila Coley

Senior Advisor

Michael P. Wallace

Senior Advisor