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Connie C. Guelich

Connie C. Guelich, CFP® CLU® ChFC® AEP® RICP®

Founder and President


Connie Guelich supports her clients through an active role in managing their accounts. She takes a personal interest in her clients' success, reflecting the firm's boutique standard of service.

Connie and her team focus on designing customized strategies to organize all facets of their clients’ financial lives. Cash flow and debt management, tax planning, risk management, investment management, retirement income planning and generational wealth transfer are all part of the planning process.

In 2007, Connie began a workshop series especially for women called Wise Women Leave a Legacy™. The goal is to educate and empower women to handle their wealth wisely. This group meets for lunch several times a year to hear a presentation on wealth building and wealth management. Another educational program Connie built for those interested in getting started in wealth creation is called 7 Steps to Managing Wealth Wisely™.

Connie’s “Ask the Expert” presentations have aired on local radio station WFIR since 2013. In these biweekly segments, Connie answers listeners’ questions concerning personal finance and retirement planning.

Connie began her career in the financial services industry in 1980, and today she serves clients in Virginia and up and down the East Coast from Massachusetts to Florida.

She earned her Master of Science in Financial Services from The American College in Bryn Mawr, PA and her Bachelor of Arts Degree in History from the University of Maine, Orono.  

Connie has served on several local boards and is a past president of the Roanoke Valley Estate Planning Council. Connie and her husband, David, have lived in Salem for over 40 years. They have two children and six grandchildren. When she is not working closely with clients, Connie enjoys playing with her grandchildren, cooking, gardening and spending time on a quiet lake in Maine.

Professional Designations:

Certified Financial Planner®Chartered Life Underwriter®Chartered Financial Consultant®Accredited Estate Planner®Retirement Income Certified Professional®