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John F. McSorley, Jr.
Managing Partner, Qualified Plan Development, Financial Advisor
Maureen A. Teunissen
Director of Operations, Chief Compliance Officer, Client Account Representative
Michael A. Griggs
Partner, Financial Advisor
Bryan D. Focht
Publications and Operations Specialist
Kelly A. Jensen
Client Service Specialist
John F. McSorley, Jr., MBA, QPFC, AIF Managing Partner, Qualified Plan Development
John is the managing partner and a co-founder of Guidance Wealth, LLC, Guidance Investment Advisors, LLC, and is a partner and co-founder of Guidance Tax & Accounting, LLC. He has worked in the financial services/risk management industry since 2001.
John heads Guidance Wealth’s Qualified Plan Development, working both as an advisory representative and as a fiduciary consultant to ERISA plans. John has been the primary architect and developer of the Guidance Asset Allocation Model Service which offers participants an added level of assistance with selecting or designing an appropriate retirement plan portfolio. In addition to passing the FINRA Series 7 and 66*, he holds the specific pension industry designations of QPFC (Qualified Plan Financial Consultant) through the American Society of Pension Professionals and Actuaries (ASPPA) and AIF® (Accredited Investment Fiduciary®) through fi360 and Center for Fiduciary Studies. John is a long-time resident of the Michiana area. Following his service in the U.S. Marine Corps, he earned his Bachelor of Science degree from The University of the State of New York, Albany, later earning his MBA from Indiana Wesleyan University. John and his family have been involved in service with community organizations, including varsity and club athletics, fine arts, and financial education assistance programs. He is a senior member of Indiana’s 2nd Congressional District’s Military Service Academy Nominations Committee, providing recommendations to our congressional representatives, for the young men and women seeking appointments to the respective service academies. He also serves on the Finance Committee and Board of Directors for Ronald McDonald House Charities (RMHC) of Michiana, and the Investment Advisory Board for the National RMHC Investment Program.
*Does not imply a certain level of skill or training.
Maureen A. Teunissen Director of Operations, Chief Compliance Officer, Client Account Representative
Maureen has served in many and varied capacities in her financial services career, including Director of Trust Operations, Director of Trust and Estate Administration, Financial Services Account Representative, and Director of Operations and Chief Compliance Officer for a Private Registered Investment Adviser (RIA) firm.
In addition to the positions she now holds at Guidance Wealth, Maureen is also an attorney licensed in Indiana and Michigan, with experience in execution of wills, beneficiary transfers, trusts, estate planning and charitable gifting, etc. For Guidance Wealth, she directs the critical aspects of prudently managing private client wealth and the myriad of ongoing operations for a private and independent financial services firm. Having passed her FINRA Series 65*, Maureen is also a licensed Investment Adviser Representative, serving private clients and assisting with qualified retirement plan clients.
Maureen is originally from Southwest Michigan. She earned her Bachelor of Arts in Political Science at Hope College in Holland, Michigan, later earning her Juris Doctor from Thomas M. Cooley Law School in Lansing, Michigan. Maureen presently resides in Goshen with her husband Dave. They have been active in their community serving in many capacities, including mentoring students, coaching and volunteering for both Middlebury Schools and Northridge athletic programs. In their free time, they like to spend time with their son at IU Bloomington.
*Does not imply a certain level of skill or training.
Michael A. Griggs, LUTCF Partner, Financial Advisor
Mike began his financial services career in 1988, working to make the complex issues of the insurance and investment world more understandable for his clients. He joined Guidance Wealth in 2011, specializing in financial planning for individuals and families including strategic insurance planning, investment advice, and savings and account draw-down planning. Mike is also licensed to provide Long-Term Care coverage, with the primary goal of helping clients protect their assets.
Mike is a Partner of Guidance Wealth, LLC and a member of the GW Investment Policy Committee. Mike holds the industry designation of Life Underwriter Training Council Fellow (LUTCF) from The American College and the National Association of Insurance and Financial Advisors (NAIFA).
Mike is a lifelong Michiana resident and has been married to his high school sweetheart, Kim, for over 35 years. He has served on numerous boards in our area and is very active in his church.
Bryan D. Focht, EA Publications and Operations Specialist, Tax Preparer
As a member of the Guidance team since June of 2007, Bryan is responsible for quality control, material content and production of client reporting, technology maintenance, and marketing for Guidance Wealth. He is instrumental in providing advisors and staff with what they need to support clients. He also provides specialized operations support for the Qualified Plan clients. Bryan is an Enrolled Agent, preparing taxes for clients through Guidance Tax Service.
Bryan received his Bachelor of Arts from Bethel College and has an Associate’s degree in Accounting and Business Administration.
Bryan and his wife, Lesley, have three children and are active in the St. Mark Missionary Church. His passion for teaching is evident while helping students with SAT and ACT preparation.
Kelly A. Jensen Client Service Specialist
The Client Service Specialist has a critical role within our organization. Kelly’s duties include a wide range of client relations and service operations to help ensure our clients have a wonderful experience at Guidance Wealth.
Kelly is a long-time resident of Michiana, although she is originally from the historic town of Ithaca in Upstate New York. She is also a graduate of Cornell University’s School of Hospitality Management and has an impressive service background in the financial, accounting, education and commercial security/life-safety fields. She is a great addition to the Guidance Wealth team. Kelly resides in Granger with her husband Mark and enjoys traveling, sporting events, and spending time with friends and family.