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Erin Guilfoil

Advisor at Bookends Financial Planning

Updated today
Bookends Financial Planning logo

Firm

Bookends Financial Planning

Location

Smithfield, KY

Credentials

Series 65

Industry experience

1 year

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Fixed financial planning fees typically range from $500 to $5,000 depending on client circumstances.

Percentage

$0 - $1,999,999.99: 1.3% $2,000,000 - $9,999,999.99: 1.0% $10,000,000+: 0.75%

Commissions

Commissions may be received from insurance product sales by licensed agents associated with the firm.

Project-based

Hourly financial planning fee of $250 per hour.

Other

Fee-only: Financial planning fees typically range from $500 to $5,000 fixed fee or $250 per hour.

Work history

Bookends Financial Planning

2024 - Present (2 years)

Dow Chemical

2006 - 2024 (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ashley C

CFP®, Series 66

Shelbyville, KY

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner

Jennifer C

Series 66

Shelbyville, KY

Fidelity

Jenn Czubak is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She partners with individuals and families to help them understand their options and build goal-oriented financial plans. Her areas of focus include retirement planning, income strategies, risk management, protection strategies, and support around estate planning considerations.

General retirement planning Retirement income strategy Income planning Life insurance needs analysis General estate planning guidance

Allison F

Series 66

La Grange, KY

Edward Jones

Business ownership considerations Wealth management General retirement planning Founder/Business Owner

Malachi R

Series 63, Series 66

Crestwood, KY

Fidelity

Malachi Rountree II is a Financial Consultant currently working at Fidelity Investments since 2025. He has held multiple roles within Fidelity Investments since 2021, including Financial Consultant I, Investment Solutions Representative III, and Investment Consultant. Prior to joining Fidelity, Malachi served as a Financial Advisor at Merrill Lynch from 2020 to 2021 and at Northwestern Mutual from 2017 to 2020. Malachi holds insurance licenses for Arkansas and California. His approach involves partnering with clients to develop clear and achievable financial plans tailored to their individual goals. Outside of his professional work, Malachi enjoys board games, family activities, fitness, pets, reading, and traveling.

General retirement planning Wealth management Cash flow / budgeting Financial Professional

Connor D

Series 63, Series 66

Worthington Hills, KY

Fidelity

Connor Dispennett is a Planning Consultant with experience in financial services and client relationship management. He has worked in various roles including Relationship Manager and Financial Representative at Fidelity Investments from 2021 to 2024, and Prospecting Manager at State Farm Insurance from 2019 to 2021. Connor focuses on understanding the unique goals and ambitions of the families he works with to provide tailored financial planning support. He emphasizes building strong client relationships and assisting clients throughout their financial journeys. Outside of his professional work, Connor has personal interests that include baseball, canoeing, concerts, hiking, and movies.

Parents Young Families

Derrick R

Series 66

Crestwood, KY

Fidelity

Derrick Rhodes is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2021 to 2024 and as a Financial Advisor at Merrill Lynch from 2017 to 2021. Derrick focuses on helping clients develop clear paths to pursue their financial goals. He counsels clients through the complexities of financial planning to build customized plans and manage risks. He is committed to empowering clients to be financially prepared for their futures. Outside of his professional work, Derrick's personal interests include fitness, football, social events with friends, parenthood, and reading.

General retirement planning Wealth management Income planning Parents
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