Appleton, WI Commerce Court Office

Travis Winder is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 registrations and bringing 16 years of industry experience. He has been with Guardian Life and its affiliated entities since 2013. Outside of his advisory work, he serves on the stewardship board at Riverview Lutheran Church and School in Appleton, WI. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Brian Boehm is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities, spanning over a decade at each firm. Outside of his advisory work, he manages non-Guardian insurance products for business that cannot be placed with Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.