Minnetonka, MN Office

Erik Bohn is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is a power of attorney for a family member. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering a range of investment programs and financial planning solutions through proprietary and third-party platforms.

Ernest Draper is a CFP® professional with 27 years of industry experience, currently affiliated with Primerica Advisors in Lakeville, MN. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past decade. Draper also engages in outside insurance sales involving non-Guardian life and disability policies. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Ryan Hegarty is a financial advisor with Primerica Advisors in Minnetonka, MN, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company and is also the director of employee benefits at Hegarty Consulting Group LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage, fee-based advisory relationships, and financial planning services, utilizing a mix of proprietary models and third-party strategies.

Jonathan Drewes is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company for over a decade. Outside of his advisory work, he operates as an independent insurance broker for life, disability, and long-term care insurance products. Park Avenue Securities serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party models, supporting various account types and lending solutions.

Dustin Peltier is a CFP® with 18 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past two decades. Outside of his advisory role, he operates Well-Being Wealth Strategies, LLC, a business he established to provide investment-related services. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.

Joseph Barwick is a financial advisor at Guardian Life with 21 years of industry experience. He holds the Series 63 designation and has worked with Guardian Life and its affiliates since 2006. Barwick operates a practice called White Coat Wealth Advisors, which focuses on serving the medical community, and he also writes disability insurance policies through several major providers. Barwick is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life. The firm serves individual, corporate, and nonprofit clients with a range of brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary management through in-house and third-party strategies.

Jean Hegarty is a financial advisor with Primerica Advisors and holds a Series 63 designation. She has 34 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory work, she operates Hegarty Consulting Group, an employee benefits firm serving small businesses. 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 across various account types.

Abena Isijola is a Series 66-licensed financial advisor with five years of industry experience, currently associated with Primerica Advisors in Mounds View, MN. She has prior experience at Ameriprise Financial Services Inc and has held roles at Guardian Life Insurance Company and Park Avenue Securities. 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 a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.

Matthew Hermann is a financial advisor with Primerica Advisors in Elko, MN, holding a Series 63 license and 18 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2007. Park Avenue Securities LLC serves a broad 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 retirement consulting. The firm uses a combination of proprietary and third-party investment strategies across various account types and supports features such as securities-based lending and tax harvesting.

Scott Wolf is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services including lending solutions and donor-advised funds.

Jon Marker is a financial advisor at Primerica Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Guardian Life Insurance Company and Park Avenue Securities. Marker serves as a board member for both the Braemar Golf Association and the Minneapolis Jewish Cemetery. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies across multiple platforms.

Jason Hegarty is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Guardian Life since 2007 and at Park Avenue Securities since 2022. In addition to his advisory role, he operates Hegarty Consulting Group, LLC, which markets employee benefits and retirement products primarily to small businesses, and he provides identity theft protection services through Pre-Paid Legal. Park Avenue Securities LLC, where he is based, 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 a range of brokerage, financial planning, and investment advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

Mark Robert Lange is a financial advisor with Primerica Advisors in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2006 and has worked at Dobson Financial Services since 1991. Outside of his advisory work, Lange serves as a co-trustee of the Lange Family Trust and holds a notary public commission in Blue Earth County. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports discretionary and non-discretionary account management across diverse investment products.

Michael Schweitzer is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company for 18 years and is currently affiliated with Park Avenue Securities and Guardian Life. Schweitzer also engages in other insurance-related activities outside of Guardian Life. 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 alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary accounts.

Chris Elhardt is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 10 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. His other business activities include brokering insurance products such as long-term care, group, annuities, life, and disability insurance. Park Avenue Securities serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering proprietary advisory programs and third-party manager platforms. The firm employs a mix of proprietary and external investment strategies and provides various account-level services including lending solutions and donor-advised funds.