GuidedQuest, LLC

Nora Hartquist is a financial advisor with GuidedQuest, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She is also the owner and managing member of 50 Plus Digital, LLC, a public education business, and manages an insurance agency focused on estate planning. Nora has worked with GuidedQuest since 2016 and previously with Virtue Capital Management, LLC. GuidedQuest serves individuals, trusts, and estates by providing comprehensive financial planning, hourly consultations, and investment monitoring while referring clients to third-party portfolio managers for discretionary asset management. The firm emphasizes detailed client information gathering and coordination with third-party advisors, operating on a fixed and hourly fee basis rather than managing assets directly.

Patti Lerch is a financial advisor at GuidedQuest, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked at GuidedQuest since 2016. Prior to that, she was with Virtue Capital Management, LLC and Harquist & Noblet. In addition to her advisory work, Lerch serves as a paraprofessional for special needs children in the Stafford County public schools system. GuidedQuest serves individuals, trusts, and estates by providing comprehensive financial planning, hourly consultations, and investment monitoring and referral services. The firm works with third-party portfolio managers for discretionary asset management and does not take custody or discretionary trading authority over client accounts.