Pathfinder Wealth Management, Inc. is a Registered Investment Advisory firm in Rockford, IL. It was started in 1996 by President Phil W. Guske. After 16 years working as a broker, Phil decided that the investing public needed someone that would be able to give independent, objective investment advice. Instead of being told what to sell and when to sell it, he could find the solutions that the client needed without restriction.
Philip W. Guske, founder of Pathfinder Wealth Management, Inc., began his career in 1980 after serving on active duty as an officer and US Army Pathfinder. Initially Phil was reluctant to enter the financial business because he refused to be associated with an industry known for its high pressure sales tactics and dubious products. That was changed after reading Norman F. Dacey’s book What’s Wrong with Your Life Insurance. He recognized a critical need for consumer education in the areas of life insurance and investments. After entering the business his insights and recommendations to clients often placed him at odds with his superiors and associates.
Over the years Phil’s journey took him to several large firms. Eventually his experience led to the conclusion that the “home office” always encouraged their representatives to promote products and strategies that were most profitable for them but least productive for the consumer. An investor, it seemed, had little chance of achieving peace of mind and financial security. In 1996 he created Pathfinder as an alternative to these industry “conflicts of interest” and as a fee-only, independent had the opportunity to place the needs of the client first – not some big Wall Street firm.
Philip A. Guske is the President, CEO, and Investment Advisor Representative for Pathfinder Wealth Management, Inc., a Registered Investment Advisory firm in Rockford, Illinois. He has two undergraduate degrees from Rock Valley Community College as well as a Bachelors of Science in Finance from Northern Illinois University.
Philip A. Guske is a nationally-recognized Author, Financial Educator, and Retirement Income Specialist. He is the Contributing Author on the soon-to-be published, Dare To Retire Abundant! As a top-rated educator and lecturer, Guske has presented at various universities, including Northern Illinois University. He has a passion for showing retirees on how to avoid the biggest mistakes that can kill their retirement. Philip and his wife, Kelley, enjoy home remodeling, walking and time with their daughter, Rosaleah and new baby, Elijah
Deborah M. Guske
Since 1999, Deborah has worked full-time in the financial field in the Rockford area. She brings a sense of professionalism and knowledge to Pathfinder Wealth Management, Inc. after working at a local credit union for several years as a Special Services Representative and receiving a Master’s Degree in 2002.
Her formal education includes a Bachelor’s Degree in English/Communications from Trinity International University in Deerfield, IL (1999) and a Master’s Degree in Organizational Management from the University of Phoenix (2002).
Working as the Director of Client Operations and Chief Compliance Officer, Deborah provides her direct attention to those who are in the transition of becoming clients, processing paperwork and following up on the status of all transfers and applications. Because of her previous experience at MembersAlliance Credit Union, she offers a thorough knowledge of IRAs. And not only does Deborah provide a consistent effort for clients, she also creates the quarterly newsletter that is provided to all of our current and prospective clients.
We are located at:
6981 Redansa Dr.
Rockford, IL 61108