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Shane P

Series 63, Series 65

Jacksonville, FL

Guardian Life

Shane Pipher is a financial advisor with Guardian Life in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Guardian Life and its affiliated companies since 2015. Shane also serves as Durable Power of Attorney for his mother. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and advisory solutions using a combination of advisor-led discretionary management and model-based strategies delivered via proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael R

Series 63, Series 65

Jacksonville, FL

Guardian Life

Michael Reed is a financial advisor with Guardian Life in Jacksonville, FL, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Park Avenue Securities, North Florida Financial Strategic Wealth Specialist, George Moore Chevrolet, and MaxFit Jax Beach. Guardian Life’s subsidiary Park Avenue Securities offers both brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, with access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Rogers J

ChFC®, Series 63, Series 65

Jacksonville, FL

Guardian Life

Rogers Joseph Jr. is a financial advisor with Guardian Life in Jacksonville, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of experience in the industry and has been with Guardian Life and its related entities since 1992. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and integrated lending options through various proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Chelsae C

Series 63, Series 65

Jacksonville, FL

Guardian Life

Chelsae Carmickle is a financial advisor with Guardian Life in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing two years of industry experience. Prior to joining Guardian Life, she worked at First Command Advisory Services, Inc. She also has experience in health and wellness sectors, including roles at Massage Envy and Aveda Institute. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, retirement plans, and organizations, combining advisor-led discretionary management with model-based strategies and offering access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Cierra C

Series 66

Jacksonville, FL

Guardian Life

Cierra Colgrove is a financial advisor with Guardian Life and holds a Series 66 designation. She has two years of industry experience, including roles at Park Avenue Securities and Strategic Wealth Group. Colgrove serves as Treasurer for the Nassau Council of Arts & Culture. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and discretionary management through a combination of proprietary and third-party solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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