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Paul R
Series 66
Addison, TX
Guardian Life
Paul Rennie is a financial advisor at Guardian Life with 11 years of industry experience. He holds a Series 66 designation and has been with Guardian Life and its affiliates since 2014. In addition to his advisory work, he serves as executor for a family estate. Park Avenue Securities LLC, where Rennie practices under the Park Avenue® Wealth Management brand, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party solutions, and integrated lending options.
Ashvin C
ChFC®, Series 63, Series 66
Addison, TX
Guardian Life
Ashvin Chheda is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and 66 licenses. He has 22 years of industry experience and has been associated with both firms since 2014. His other business activities include selling various insurance products such as whole life, term life, fixed annuities, disability income, and long-term care insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary and third-party advisory solutions.
Ian M
Series 66
Addison, TX
Guardian Life
Ian Mcgurran is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds a Series 66 designation and has five years of industry experience. Ian has been with Park Avenue Securities since 2019 and has over a decade of tenure with Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management solutions supported by proprietary and third-party platforms.
Donald G
Series 63, Series 65
Addison, TX
Guardian Life
Donald Goodwin is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he worked at Northwestern Mutual Wealth Management Company and its affiliates. Outside of financial advising, he owns DG23 Fitness, a personal training business, and is a candidate for the McLendon Chisholm City Council. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions including discretionary management, model-based strategies, and access to insurance and alternative investment products.
Danielle R
Series 63, Series 66
Addison, TX
Guardian Life
Danielle Rouseau is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including ten years at Dempsey Lord Smith, LLC, and multiple years within Guardian Life and Park Avenue Securities. Outside of her advisory work, she is involved as a Model Home Attendant and a Benefit Counselor. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party solutions.
Stacy C
Series 66
Addison, TX
Guardian Life
Stacy Crawford Jr. is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at Provision Financial Group L.L.C. and as an independent Medicare benefits advisor. His background includes work at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies using proprietary and third-party platforms.
Jeffrey D
Series 66
Addison, TX
Guardian Life
Jeffrey Dils is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. Prior to his current role, he spent 18 years at Accenture and took a two-year retirement break. Outside of his advisory work, he serves on the boards of My Possibilities and My Possibilities Residential, nonprofit organizations based in Plano, Texas. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.
Manuel E
ChFC®, Series 63
Addison, TX
Guardian Life
Manuel Esparza Jr. is a financial advisor with Guardian Life, holding the ChFC® and Series 63 credentials and bringing 36 years of industry experience. He has worked with Guardian Life and affiliated firms since 2003, including Park Avenue Securities and The Economic Planning Group Inc. Outside of his advisory role, he serves as Treasurer of the South Texas chapter of NAIFA and as Secretary of Coyote Cooks, a charitable cooking organization. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, tailoring client relationships with a range of financial planning and consulting services.
Robert S
Series 63, Series 65
Addison, TX
Guardian Life
Robert Sweeney is a financial advisor with Guardian Life based in Addison, TX. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. His prior roles include positions at Park Avenue Securities, Hornor, Townsend & Kent, Spectrum Strategies, Mass Mutual Investors Services, and Ameriprise. He serves as president of the Roehampton Court Homeowners Association. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management services, integrating proprietary and third-party investment platforms.
Travis A
Series 63, Series 65
Addison, TX
Guardian Life
Travis Ames Sr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2016. Outside of his primary roles, Ames is involved with Capital Wealth Advisory Group, which assists business owners in planning and executing their ideas into profit. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client solutions that include financial planning, consulting, and access to insurance and alternative investment products.
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