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Haley N
CFP®, Series 66
Houston, TX
Guardian Life
Haley Nguyen is a CFP® with six years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. Her background includes roles at both firms and operating her own CPA firm focused on tax preparation and planning. She also works as an independent contractor offering insurance products outside of Guardian’s offerings. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from various in-house and third-party managers.
Blaine D
Series 66
Houston, TX
Guardian Life
Blaine Dahl is a financial advisor with Guardian Life and holds a Series 66 designation. He has 16 years of industry experience, including roles at Guardian Life, Park Avenue Securities, Securian Financial Services, IMG Financial Group, and Minnesota Life Insurance Company. Dahl is also involved with Ash Brokerage, offering insurance products outside of those provided through Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement consulting, and various advisory programs, combining proprietary and third-party models.
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