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Paul R

Series 66

Addison, TX

Guardian Life

Paul Rennie is a financial advisor with Primerica Advisors and Park Avenue Securities, holding a Series 66 credential and 11 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2014 and joined Park Avenue Securities in 2024. Outside of his advisory role, Rennie serves as the executor for an estate. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers, supporting discretionary and non-discretionary accounts with various investment vehicles and lending solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Ashvin C

ChFC®, Series 63, Series 66

Addison, TX

Guardian Life

Ashvin Chheda is a financial advisor with Primerica Advisors based in Frisco, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 21 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advisory work, he is involved in selling various insurance products such as whole life, term life, fixed annuities, disability income, and long-term care insurance. Park Avenue Securities LLC serves a diverse retail client base offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports a range of account services such as securities-based lending and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Ian M

Series 66

Addison, TX

Guardian Life

Ian Mcgurran is a financial advisor with Primerica Advisors holding a Series 66 credential and four years of industry experience. He currently works at Park Avenue Securities and has previous experience with Guardian Life Insurance Company. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports accounts with features such as discretionary management, mutual funds, ETFs, and securities-based lending.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Donald G

Series 63, Series 65

Addison, TX

Guardian Life

Donald Goodwin is a financial advisor with Primerica Advisors in Rockwall, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles. Outside of finance, he owns DG23 Fitness, a personal training business, and is a candidate for the McLendon Chisholm City Council. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, with a range of proprietary and third-party investment programs and account-level services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Danielle R

Series 63, Series 66

Addison, TX

Guardian Life

Danielle Rouseau is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes ten years at Dempsey Lord Smith, LLC and multiple roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is involved in benefit counseling and works as a model home attendant. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Stacy C

Series 66

Addison, TX

Guardian Life

Stacy Crawford Jr. is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, bringing one year of industry experience. His prior roles include five years at Provision Financial Group LLC and three years as an Independent Medicare Benefits Advisor. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a variety of investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jeffrey D

Series 66

Addison, TX

Guardian Life

Jeffrey Dils is a Series 66-licensed advisor with Primerica Advisors and has two years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company and spent 18 years at Accenture prior to his financial services career. He serves on the board of My Possibilities, a nonprofit organization based in Plano, TX. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, including proprietary advisory programs, third-party manager platforms, and account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Manuel E

ChFC®, Series 63

Addison, TX

Guardian Life

Manuel Esparza Jr. is a financial advisor at Guardian Life with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Guardian since 2014 and Park Avenue Securities since 2016. Outside of his advisory work, he serves as Treasurer of the South Texas chapter of NAIFA and is involved with charitable organizations such as Coyote Cooks and local parish finance councils. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Robert S

Series 63, Series 65

Addison, TX

Guardian Life

Robert Sweeney is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 2016. Outside of his advisory work, he serves as president of the Roehampton Court Homeowners Association. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering financial planning, retirement consulting, and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Travis A

Series 63, Series 65

Addison, TX

Guardian Life

Travis Ames Sr. is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved with Capital Wealth Advisory Group, assisting business owners in planning and executing strategies to improve their outcomes. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services including financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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