Houston, TX Post Oak Blvd Office

Brandt Jordan is a financial advisor at Guardian Life with 13 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Outside of his advisory role, he is a co-owner of Old Republic English Bulldogs, a dog breeding business. Guardian Life, through its wholly owned subsidiary Park Avenue Securities LLC, 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 proprietary programs, third-party advisory solutions, and a digital advisory platform.

Courtney Crenshaw is a financial advisor at Guardian Life with 15 years of industry experience. She holds a Series 66 designation and previously worked at New York Life for 11 years. Outside of her advisory role, she is the sole member of an LLC focused on outside insurance brokerage and owns another LLC that organizes paid public speaking events unrelated to investments. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses through brokerage and investment advisory services. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with a range of financial planning, consulting, and educational services tailored to client needs.

Gregory Kendall is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works with clients to develop and implement financial plans tailored to their unique financial goals, utilizing the resources and expertise available at Fidelity Investments. Prior to joining Fidelity, he served as Vice President and Senior Advisor Consultant at Franklin Templeton Investments from 2010 to 2022. He began his financial career as a Personal Banker at Wells Fargo Bank from 2007 to 2010. Mr. Kendall holds an Arkansas Insurance License, which supports his work in providing comprehensive financial consulting services. His professional experience encompasses financial planning and client relationship management, particularly with high net worth individuals and families.

Justin Makris is a financial advisor with Guardian Life and holds a Series 66 credential. He has 15 years of industry experience, with prior roles at Park Avenue Securities and Guardian Life Insurance Company dating back to 2011. He is involved in several business activities related to investment management and serves as a trustee on a family member’s account. Guardian Life’s subsidiary, Park Avenue Securities LLC, 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 and third-party advisory solutions.

Michael Valore is a financial advisor at Guardian Life with a Series 65 designation and three years of industry experience. He has worked in various roles at Park Avenue Securities, Guardian Life Insurance Company, TIP Group LLC, and served in the United States Marine Corps. Valore also maintains an insurance business separate from those offered through Guardian and its subsidiaries. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Shawn Arrington is a financial advisor with Guardian Life in Houston, TX, holding a Series 63 designation and 28 years of industry experience. He has been associated with Guardian Life and its affiliates since 2011 and Park Avenue Securities since 2019. Arrington is also a partner and owner of RethinkWealth LLC, an investment-related venture. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and 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 investment solutions.

Josephine Tran is a financial advisor at Guardian Life in Houston, TX, holding Series 63 and Series 66 designations with two years of industry experience. Her prior work includes roles at Wealth Design Group and NextSeed Management LLC. Guardian Life’s Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning, discretionary and non-discretionary management, and access to proprietary and third-party investment solutions.

Cole Vanassche is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked for New York Life Insurance Company for 10 years before joining Guardian Life in 2024. Outside of his advisory role, Vanassche teaches and helps individuals prepare for the CLTC designation exam. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies delivered via proprietary and third-party platforms, providing tailored financial planning and consulting solutions.

Mark Connely is a CFP® with 30 years of experience in the financial services industry, currently affiliated with Guardian Life and Park Avenue Securities. He has been with Guardian Life since 1998 and Park Avenue Securities since 2022. Outside of his advisory work, he is involved in a music business and co-manages a business partnership focused on hiring and event operations. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Larry Mott is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes long-term roles at MSI Financial Services and Concourse Financial Group Securities. Outside of his advisory work, he provides CPE educational seminars for professionals such as CPAs. Park Avenue Securities, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Rafael Carballo is a financial advisor with Guardian Life who holds Series 63 and Series 65 credentials and has 13 years of industry experience. His previous work includes roles at MML Investors Services, MassMutual Life Insurance Company, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, and most recently Park Avenue Securities. Carballo is also engaged in insurance brokerage through 1847Financial. 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, and charitable organizations. The firm provides tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, complemented by access to insurance products and alternative investments.

Lester Inniss is a financial advisor with Guardian Life in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Park Avenue Securities, Northwestern Mutual, and Citadel LLC. He also has a broker role at Ash Brokerage involving the sale of life insurance and annuities outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs.

Scott Doyle is a financial advisor with Guardian Life and holds a Series 63 designation. He has 24 years of industry experience and has been associated with Park Avenue Securities and Guardian Life since 2016. In addition to his work at Guardian, he sells products from other providers when Guardian’s offerings are not suitable for clients. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, 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.

Dale Pieper is a financial advisor with Guardian Life and Park Avenue Securities in Houston, TX, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been associated with Guardian since 2007 and Park Avenue Securities since 2007, currently serving clients through both firms. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.

Patrick Dickson is a financial advisor with Guardian Life and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Ameriprise and Mass Mutual Investors Services. He is a co-owner of White Rhino Financial LLC and is involved with Rethink Wealth LLC, both operating under Guardian. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and 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 proprietary and third-party investment solutions, as well as integrated lending options and a digital advisory platform.