Greenwood Village, CO Office

Team
Updated today
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Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,911

Across 509 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides both brokerage and investment advisory services to individuals (including high‑net‑worth clients), corporate and retirement plan sponsors, charitable organizations, and businesses. Its network of investment adviser representatives offers financial planning, subscription‑based and ongoing consulting, group financial education, and access to proprietary wrap programs as well as select third‑party advisory solutions.

The firm combines advisor‑led discretionary management with model‑based strategies delivered through proprietary programs and third‑party platforms, using Envestnet for overlay and administrative services and Pershing for custody and clearing; it also offers a digital advisory solution (VestWise) with model portfolios from Franklin Advisers. Client relationships are tailored by IARs who may implement discretionary or non‑discretionary mandates, coordinate ERISA‑related retirement plan services, and provide tax‑sensitive or subscription business planning and consulting support.

Noteworthy features disclosed in the brochure include an established connection with Guardian Life that provides access to insurance products and certain alternative investments, use of the iCapital alternative‑investment platform and a disclosed relationship involving Hamilton Lane warrants held by GLIC. The firm also highlights less common operational offerings — a vendor‑owned Fiscalyze business consulting tool used by some IARs, an array of integrated lending options (non‑purpose loans, SBLOCs, BNY Mellon credit and mortgage programs), and recent program changes such as closing its Foundations SM and Quantitative Innovations SM programs to new investors effective January 31, 2026.

Based on Guardian Life

Expertise

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Based on Guardian Life

Occupation focus

Founder/Business Owner Executive Financial Professional

Based on Guardian Life

Demographic focus

Approaching retirement Established Professionals Mid-Career Professionals

Based on Guardian Life

Location

6455 South Yosemite Street, Suite 425

Greenwood Village CO 80111

Advisors at this office

18

Advisors at this office

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Gregory H

CFP®, ChFC®, Series 66

Greenwood Village, CO

Guardian Life

Gregory Harris is a CFP® and ChFC® with 18 years of experience, currently serving at Guardian Life and Park Avenue Securities. He has worked at Guardian Life since 2008 and is based in Greenwood Village, CO. In addition to his advisory role, he acts as an independent contractor selling insurance products outside of Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored financial planning and investment management through a combination of advisor-led discretionary strategies and model-based 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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Neill T

Series 66

Greenwood Village, CO

Guardian Life

Neill Turner is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, with 12 years of industry experience. He has worked at Park Avenue Securities since 2014 and has been affiliated with Guardian Life since 2010. Outside of advising, he teaches a weekly yoga class, co-creates financial advisor-related podcasts, and serves on the board of the Colorado Entrepreneur Organization Chapter. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, 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 advisory solutions, including 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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John K

Series 63, Series 66

Greenwood Village, CO

Guardian Life

John Kelley is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Eagle Strategies and New York Life Insurance Company. Kelley serves as a trustee for a parents' trust. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and consulting through a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs and third-party advisory 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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David K

ChFC®, Series 63, Series 65

Greenwood Village, CO

Guardian Life

David Keller is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 55 years of industry experience, including roles at Guardian Life and Park Avenue Securities. Keller serves on the board of Colorado Uplift, a nonprofit organization. He is affiliated with Park Avenue® Wealth Management, a subsidiary of Guardian Life that provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

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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Aaron L

Series 66

Greenwood Village, CO

Guardian Life

Aaron Lewandowski is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at Guardian Life and Park Avenue Securities since 2018. Outside of his advisory role, he streams video games through his YouTube channel Hubris Gamer and Twitch channel InYourHubris. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers 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 provides access to proprietary and third-party advisory solutions tailored to client needs.

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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Whitney S

Series 66

Greenwood Village, CO

Guardian Life

Whitney Selvig is a financial advisor at Guardian Life with two years of industry experience. She holds the Series 66 designation and has previously worked at Celebrity Home Loans and NBH Bank. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, subscription-based consulting, and access to proprietary and third-party investment programs, combining advisor-led discretionary management with model-based strategies.

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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David R

Series 63, Series 65

Greenwood Village, CO

Guardian Life

David Richards is a financial advisor with Guardian Life in Greenwood Village, CO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Guardian Life and its related entities since 2008 and has worked at Park Avenue Securities since 2024. In addition to his advisory role, Richards engages in selling insurance products outside of Guardian on a part-time basis. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led and model-based investment strategies, access to proprietary and third-party solutions, and specialized planning services tailored by individual investment advisers.

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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Shane B

Series 65, Series 63

Greenwood Village, CO

Guardian Life

Shane Bauman is a financial advisor at Guardian Life with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Park Avenue Securities, OneAmerica Securities, and Mass Mutual Life Insurance Company. Bauman serves as a trustee for his parents and maintains a small insurance business outside of his primary advisory role. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning, discretionary and non-discretionary investment management, and access to 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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Jeremy C

Series 63, Series 66

Greenwood Village, CO

Guardian Life

Jeremy Clark is a financial advisor at Guardian Life with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Guardian Life and its affiliates since 2008. Clark also engages in insurance activities outside of Guardian and serves as owner of Lucet Advisors LLC. He works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to client needs.

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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Tammie M

Series 63, Series 65

Greenwood Village, CO

Guardian Life

Tammie Myers Sharp is a financial advisor at Guardian Life with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Guardian Life and its affiliates since 2008. Outside of her advisory role, she serves as an advisor and prayer leader on the board of directors for the Christian Women Business Organization, a networking group. Park Avenue Securities LLC, where she also works, 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 and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory 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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Kameron V

Series 66

Greenwood Village, CO

Guardian Life

Kameron Varney is a financial advisor with Guardian Life and holds a Series 66 designation. Varney has been in the industry since 2025, with prior experience at Park Avenue Securities and Guardian Life Insurance Company. Before entering finance, Varney worked in retail and animal care. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

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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Nisha B

Series 66

Greenwood Village, CO

Guardian Life

Nisha Brushaber is a financial advisor with Guardian Life and holds a Series 66 designation. She has four years of industry experience, including roles at Park Avenue Securities and Strategic Wealth Partners. Outside of her advisory work, she is involved with Youth Entertainment Sports Inc., a non-investment-related endeavor. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized client solutions through a mix of advisor-led management, model-based strategies, and access to insurance 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
user avatar

Bruce M

Series 63, Series 65

Greenwood Village, CO

Guardian Life

Bruce Miller is a financial advisor with Guardian Life and Park Avenue Securities holding Series 63 and Series 65 designations. He has 54 years of industry experience and has been with Guardian Life since 2008. His work history includes current roles at both Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities, 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 programs, third-party advisory solutions, and integrated lending options.

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
user avatar

Karen J

Series 63, Series 65

Greenwood Village, CO

Guardian Life

Karen Jessey is a financial advisor with Guardian Life in Greenwood Village, Colorado, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has been with Guardian Life since 2008. Outside of her advisory role, she brokers insurance products, including disability and long-term care insurance, outside of Guardian Life. Guardian Life, through its subsidiary Park Avenue Securities LLC operating as Park Avenue® Wealth Management, 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 programs, third-party advisory solutions, and a range of financial planning and consulting services.

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
user avatar

Cole S

Series 66

Greenwood Village, CO

Guardian Life

Cole Stephenson is a financial advisor with Guardian Life holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Silicon Mountain Technologies and several positions in the hospitality industry. 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 a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs, third-party platforms, and a digital advisory solution.

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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