HeimLantz Wealth Management Announces New Team Member

Category: Firm News

Local CPA and accounting firm, HeimLantz CPAs and Advisors is pleased to welcome, Chi Guerrero to the Wealth Management  team.

Chi joins the firm as a new assistant and will be a resource for the firm’s team of wealth management advisors.

“I’d like to extend a warm welcome to Chi,” says Kathie Sulick,  CPA, and Wealth Management Advisor.  “We’re always seeking to add talented new professionals to our team, Chi will be  a great fit for the firm.”

Raised in Lacey, Washington,  Chi graduated from South Puget Sound Community College with an Associate of Art degree. Chi went on to attend Saint Martin’s University and graduated with a Bachelor of Art in Mathematics in 2004. Chi currently resides in Gambrills, Maryland with her husband, Nathan, and their two daughters, Gabrielle and Amelia.

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC

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