HeimLantz CPAs Promotes Chi Guerrero to Wealth Management Advisor

Category: Firm News

HeimLantz is pleased to announce that Chi Guerrero CFP®, RMA®, CIMA® has been promoted to the role of Wealth Management Advisor. Chi joined the firm in 2018, as a Wealth Management Assistant with aspirations of providing clients with financial education. With dedication, hard work and the support of her husband Nate; Chi became a Paraplanner in 2020. She is looking forward to working alongside clients to be their trusted source and guide them to financial wellness.

Raised in Lacey, Washington Chi enjoys playing tennis in her free time. She is a member of the Anne Arundel Tennis Association and the United States Tennis Association. She and her two daughters have had the privilege of traveling alongside her husband as he currently serving in the Armed Forces.

“I am delighted to congratulate Chi as she takes this important next step in her career,” said Sheri Mergenthaler CFP®, CPWA®, CDFA®, Director of Wealth Management at HeimLantz. “She brings a passion for excellence to her work that benefits her clients and inspires her colleagues. Chi has been an incredible asset to the Wealth Management team, and I look forward to watching her continue to thrive in this new role.” 

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investments advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.

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