Lake Oswego, OR Centerpointe Drive Office

Team
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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

5 Centerpointe Drive, Suite 220

Lake Oswego OR 97035

Advisors at this office

11

Advisors at this office

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Mark B

Series 66

Lake Oswego, OR

Guardian Life

Mark Brady is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Prior to the financial industry, he worked in technology and investment-related positions with companies such as Amazon Web Services Hong Kong, Venture Smart Asia Limited, and BlackRock. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base including individuals, corporations, retirement plans, and charitable organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, supported by integrated lending options and 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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Bryan B

Series 63, Series 65

Lake Oswego, OR

Guardian Life

Bryan Briand is a financial advisor with Guardian Life, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of his advisory role, Bryan is an independent licensed real estate agent and is involved with LibertyID, a service focused on identity theft protection. Park Avenue Securities LLC, 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 discretionary management and model-based strategies, along with financial planning and consulting, leveraging proprietary and third-party platforms to tailor client relationships.

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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Kristen K

Series 66

Lake Oswego, OR

Guardian Life

Kristen Klocko is a financial advisor with Guardian Life holding a Series 66 designation and 11 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2019, with prior experience at Fisher Investments and Osaic FA, Inc. Outside of her advisory role, she works as a bartender in Portland, Oregon. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, combining advisor-led discretionary management with model-based strategies and a range of financial planning and consulting 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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Jeffrey P

Series 63, Series 65

Lake Oswego, OR

Guardian Life

Jeffrey Pawlowski is a financial advisor at Guardian Life with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Park Avenue Securities and Northwestern Mutual Investment Management. Pawlowski serves as a board member of The Heatherington Foundation for Innovation & Education in Health Care. 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 integrates advisor-led discretionary management with model-based strategies and offers access to proprietary programs, 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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Michael T

Series 63, Series 65, Series 66

Lake Oswego, OR

Guardian Life

Michael Tilton is a financial advisor with Guardian Life and holds Series 63, 65, and 66 licenses. He has 12 years of industry experience, including prior roles at Merrill, UBS Financial Services, and Citigroup Global Markets. His background also includes entrepreneurial work and multiple self-employed positions. 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, along with access to proprietary programs, third-party solutions, and insurance products.

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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Matthew L

Series 66

Lake Oswego, OR

Guardian Life

Matthew Lesher is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Corcoran Prime. Outside of his advisory work, he serves as a board member for the Deerfield Park Homeowners Association. Park Avenue Securities LLC, a subsidiary of 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 through proprietary and third-party platforms, with tailored client relationships managed by its network of investment adviser representatives.

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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Daniel G

Series 63, Series 66

Lake Oswego, OR

Guardian Life

Daniel Grubbs is a financial advisor at Guardian Life with five years of industry experience. He holds Series 63 and Series 66 licenses and operates out of Lake Oswego, Oregon. In addition to his advisory role, he works as an insurance broker for products other than Guardian. Daniel is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a range of investment advisory and brokerage services through a combination of discretionary management and 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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Rachel N

Series 66

Lake Oswego, OR

Guardian Life

Rachel Novak is a financial advisor with Guardian Life in Lake Oswego, OR, holding a Series 66 registration and nine years of industry experience. She has worked with Park Avenue Securities since 2012 and Guardian Life since 2012. Outside of advising, she is involved with Liberty ID, a service helping clients protect against identity theft. Guardian Life’s 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 range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and access to 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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Asa R

Series 63, Series 65

Lake Oswego, OR

Guardian Life

Asa Rowlett is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining these firms in 2025, he operated Asa Rowlett LLC for 11 years. He is also involved with P&C Business Consulting, a non-investment-related activity. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with 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

James C

Series 63, Series 65

Lake Oswego, OR

Guardian Life

James Cameron is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior work includes roles at Principal Securities, American Fidelity Educational Services, and New York Life. Outside of his advisory work, he is a part owner of Apex Golf Club, a simulator golf business in Portland, OR. Guardian Life’s affiliate, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, leveraging proprietary and third-party resources.

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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Ryan M

Series 63, Series 66

Lake Oswego, OR

Guardian Life

Ryan Myers is a financial advisor with Guardian Life in Lake Oswego, OR, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Pinnacle Financial, Pioneer Insurance Group, Liberty Mutual, and Clear Home. Outside of his advisory role, he is involved with several non-investment-related business activities, including Employee Retention Credit filing and solar energy sales. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, retirement plan, charitable, and business clients with brokerage and advisory services. The firm offers a combination of advisor-led discretionary management and model-based strategies, providing tailored financial planning and access to proprietary and third-party investment 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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