Client Relationship Associate
DePaul University, Paraplanner Certificate
Irene Biddle joined Guidant Wealth Advisors in 2004 and became part of the EP Wealth Advisors team when the firm joined the family in 2019. In her role, Irene assists families, individuals and companies in completing all the necessary paperwork to open, manage and maintain their accounts. This includes opening IRAs, rolling over IRAs, and facilitating account distributions, processing RMD’s and calculating Inherited RMD’s, processing transfers into accounts, processing incoming checks and setup/closing of accounts. Equipped with a Paraplanner Certificate from DePaul University, Irene is well acquainted with all key aspects of the financial planning process.In her spare time, Irene enjoys spending time with her husband and 2 daughters. She also travels all over the US by following her daughter run elite cross country and track & field representing a Division 1 program at Northern Illinois University. She also loves cooking and traveling the country.