Wausau, WI Stewart Ave Office

David Monk is a financial advisor with Primerica Advisors in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities. Outside of advising, he serves as a board member of the Wausau Community Foundation and is involved in ginseng farming through a minority ownership in Marathon Ginseng. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending and donor-advised funds.

Theresa Artac is a CFP® professional with nine years of industry experience, currently affiliated with Primerica Advisors. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and previously at Ameriprise Financial Services, Inc. from 2015 to 2018. In addition to her advisory role, she places insurance and fixed annuity contracts outside of Guardian/PAS offerings. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, providing brokerage, advisory, and financial planning services. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.