Greenwood Village, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$18,509,516,941
ClientsTotal clients
80,267
AdvisorsAdvisors at this office
19
Of 1,910 advisors across 510 offices
Location
6455 South Yosemite Street, Suite 425
Greenwood Village CO 80111
Advisors at this office
19
Advisors at this office
Gregory H
CFP®, ChFC®, Series 66
Greenwood Village, CO
Guardian Life
Gregory Harris is a CFP®, ChFC®, and holds a Series 66 license, with 18 years of industry experience. He has been with Guardian Life and its affiliated entities since 2008 and currently works at Park Avenue Securities. Outside of his advisory role, he also acts as an independent contractor selling insurance products other than those offered by Guardian. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of proprietary and third-party investment advisory programs.
Neill T
Series 66
Greenwood Village, CO
Guardian Life
Neill Turner is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life, where he has worked since 2014 and 2010, respectively. Outside of advising, Turner teaches a weekly yoga class, co-creates financial advisor-related podcasts, and serves as a board member of the Colorado Entrepreneur Organization Chapter. Park Avenue Securities serves a broad retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple platforms.
John K
Series 66, Series 63
Greenwood Village, CO
Guardian Life
John Kelley is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Park Avenue Securities, Eagle Strategies, and New York Life Insurance Company. He serves as a trustee for Parents Trust outside of his advisory activities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients using a range of proprietary and third-party investment advisory programs.
David K
ChFC®, Series 63, Series 65
Greenwood Village, CO
Guardian Life
David Keller is a ChFC® credentialed financial advisor with 54 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has worked at Primerica Advisors since 2008 and concurrently at Guardian Life Insurance Company. Keller serves on the board of Colorado Uplift, a nonprofit organization. Park Avenue Securities serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as securities-based lending and donor-advised funds.
Aaron L
Series 66
Greenwood Village, CO
Guardian Life
Aaron Lewandowski is a financial advisor with Primerica Advisors based in Denver, CO. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he streams gaming content on YouTube and Twitch under the channels Hubris Gamer and InYourHubris. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages assets through various strategies, including model portfolios and alternative investments, and supports account-level lending and tax-efficient features.
Whitney S
Series 66
Greenwood Village, CO
Guardian Life
Whitney Selvig is a financial advisor with Primerica Advisors based in Aurora, CO, holding a Series 66 designation and one year of industry experience. Whitney’s career includes roles at Guardian Life Insurance Company, Park Avenue Securities, Celebrity Home Loans, NBH Bank, and Colten Mortgage. Outside of advisory work, Whitney is involved in offering insurance products not affiliated with Guardian and its subsidiaries. Park Avenue Securities LLC serves a diverse 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 solutions, supported by an integrated operating model and digital advice platforms.
David R
Series 63, Series 65
Greenwood Village, CO
Guardian Life
David Richards is a financial advisor with Primerica Advisors in Parker, CO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2024, and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2008. Richards also engages in selling insurance products outside of Guardian as an independent contractor. Park Avenue Securities LLC serves a diverse retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary and third-party managers and supports multiple advisory programs with various account-level features.
Shane B
Series 65, Series 63
Greenwood Village, CO
Guardian Life
Shane Bauman is a financial advisor with Guardian Life based in Greenwood Village, Colorado, holding Series 65 and Series 63 licenses and 14 years of industry experience. His prior work includes roles at Park Avenue Securities, OneAmerica Securities, American United Life, and Mass Mutual Life Insurance Company. He serves as a trustee for his parents. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and combines proprietary and third-party investment strategies.
Jeremy C
Series 63, Series 66
Greenwood Village, CO
Guardian Life
Jeremy Clark is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Primerica Advisors since 2008 and also has experience with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved in insurance sales beyond Guardian and holds ownership in Lucet Advisors LLC. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as securities-based lending and tax-harvesting.
Tammie M
Series 63, Series 65
Greenwood Village, CO
Guardian Life
Tammie Myers Sharp is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked with Primerica Advisors since 2008 and is currently associated with Park Avenue Securities and Guardian Life Insurance Company. In addition to her advisory work, she serves as an advisor and prayer leader on the board of directors for the Christian Women Business Organization. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies for individual and institutional clients.
Kameron V
Series 66
Greenwood Village, CO
Guardian Life
Kameron Varney is a financial advisor with Primerica Advisors based in Greenwood Village, CO, holding a Series 66 designation. Kameron has experience at Park Avenue Securities and Guardian Life Insurance Company since 2025. Prior to entering the financial services industry, Kameron worked in retail and veterinary clinic roles. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies with various account management options.
Nisha B
Series 66
Greenwood Village, CO
Guardian Life
Nisha Brushaber is a financial advisor at Guardian Life and is affiliated with Park Avenue Securities, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Strategic Wealth Partners and Guardian Life Insurance Company. She is also involved with Youth Entertainment Sports Inc., a non-investment-related business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment advisory programs and financial planning services, including discretionary and non-discretionary portfolios managed in-house or through third-party strategists.
Bruce M
Series 63, Series 65
Greenwood Village, CO
Guardian Life
Bruce Miller is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked with Primerica Advisors since 2008 and is also affiliated with Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions.
Karen J
Series 63, Series 65
Greenwood Village, CO
Guardian Life
Karen Jessey is a financial advisor with Primerica Advisors in Greenwood Village, Colorado, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2008. Outside of her advisory role, she is involved in brokering insurance products and is associated with Phylstrong3 LLC and Kallos Colorado, LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.
Cole S
Series 66
Greenwood Village, CO
Guardian Life
Cole Stephenson is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His background includes roles at Silicon Mountain Technologies and various positions in the hospitality industry. He has also worked with Park Avenue Securities since 2025. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.
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