All Financial Professionals

Carolyn Sheffey

Financial Representative

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - CA-0L52146.

Courtney Crenshaw, CLTC

Managing Associate, Financial Advisor

(713) 447-6065

courtney.crenshaw@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - CA-0M99389. AR Insurance...

Kamran Ellini, CFP^®, ChFP^®

Financial Advisor

(832) 308-7207

kamran_ellini@askwrf.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Lester Inniss, RICP

Managing Associate, Financial Advisor

(312) 961-9962

lester.inniss@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - CA-0M66508.

Sergio Cruz

Policy Services Manager, Financial Representative

(832) 308-7219

sergio_cruz@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - CA-OH86952. AR Insurance License...

Ana Islas-Carballo

Financial Representative

(832) 298-0972

aic@rethinkwealth.com

Financial Representative of The GuardianLifeInsurance Company of America®(Guardian),New York, NY. Rethink Wealth LLC is notanaffiliate or subsidiary of Guardian.

Austin Bransgrove, CFP^®, ChFC^® RICP^®, CExP™, AEP^®

Managing Director - Dallas/Fort Worth

(817) 318-7345

austin_bransgrove@rethinkwealth.com

Just after college, Austin experienced profound loss with the early and unexpected death of his father. The positive impact of financial planning for his family eventually led him to begin his career in financial service.Austin...

Autumn Valore, CFP^®

Managing Associate, Financial Advisor

(415) 529-8723

autumn.schnitzer@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Bobby Sahni

Principal Director - San Antonio

(281) 220-2700

bobby.sahni@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Brandon Acevedo

Managing Director, Financial Representative

(830) 660-4197

brandon.acevedo@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - CA-0M16353.

Brandt Jordan, CFP^®, CeXP^™

Financial Advisor - Wealth Design Group

(281) 989-8995

brandt_jordan@rethinkwealth.com

Brandt works with individuals, families and closely held businesses in the advanced markets for financial and estate planning, retirement and distribution planning, investment and wealth services, business continuity and transition,...

Carol Lopez

Financial Representative

(210) 683-7241

carol.lopez@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian.

Cassidy Makris

New Business Case Manager - Wealth Design Group

(281) 220-2716

cassidy.makris@wealthdesigngroup.net

Chris Hudnall

Financial Advisor

(318) 674-4490

(210) 987-9499

chris@hudnallwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. HUDNALL WEALTH LLC is not an affiliate or subsidiary of PAS or...

Christie Russell, CFP^®, ChFC^®, CLU^®, MBA

Managing Associate, Financial Advisor

(469) 887-5055

christie.russell@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. AR Insurance License Number - AR-17405289.

Christine Garrity

Chief Service Specialist - Wealth Design Group

(281) 220-2766

christine.garrity@wealthdesigngroup.net

Cindy Wilson

New Business Case Manager - Wealth Design Group

(281) 220-2741

cindy.wilson@wealthdesigngroup.net

Cindy Ho

New Business Case Manager

(281) 220-2700

cindy_ho@rethinkwealth.com

Cole VanAssche, CLTC

Managing Associate, Financial Advisor

(313) 623-6602

cole.vanassche@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - CA-0M95852. AR Insurance...

Crystal Villanueva

Financial Representative

(626) 274-2524

crystal.villanueva@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - CA-4277591.

Dale Pieper

Financial Advisor, Investment Specialist - Wealth Design Group

(281) 220-2758

dale_pieper@wealthdesigngroup.net

Since 2005, Dale Pieper has been empowering families to experience purpose, freedom, and abundance. His mission is to inspire and coach families on the truths of investing and design a plan that supports their purpose. Dale coaches...

Donald "Isaac" Robertson

Financial Advisor

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY

Dylon Fleming

Financial Representative

(737) 465-0515

dylon.fleming@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian.

Gary Speer

Financial Representative - Wealth Design Group

(713) 301-5271

gary_speer@wealthdesigngroup.net

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian CA Insurance License Number - CA-0A90691.

Heather Holland

Financial Advisor - Wealth Design Group

(979) 997-0979

heather.holland@wealthdesigngroup.net

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Hunter Stiles

Financial Representative

830-302-0212

hunter.stiles@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian.

Jaquelin Murillo

Financial Representative

(682) 233-7770

jaquelin.x.murillo1@rethinkwealth.com

Jason Davis, MBA

Financial Advisor

512-764-3424

jason.davis@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - CA-4318168. AR Insurance...

Jay Bartley, MDRT

Financial Advisor - Wealth Design Group

(682) 233-7753

jay_bartley@wealthdesigngroup.net

Jay is a knowledgeable Investment and Insurance professional with over 35 years’ experience in the financial services industry. Her extensive background in trusts and estates allows her to advise, train and develop an abundantly...

Jeff Abodeely

Financial Advisor

(817) 690-9884

jeff.abodeely@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - CA-4409435.

Jennifer Harvey

Financial Advisor, Managing Associate

(972) 469-4349

jennifer.harvey@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - CA-4037615.

John Hersey

Financial Advisor

512-900-7545

john.hersey@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - CA-4385955

John Daniel Fries

Financial Representative

(832) 833-2297

john.fries@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian

Jordan Hill

Financial Representative

(210) 792-7559

Jordan.x.Hill@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Josephine Tran

Financial Representative - Wealth Design Group

(832) 398-4942

josephinetran@wealthdesigngroup.net

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - CA-4422954.

Justin Makris

Financial Advisor - Wealth Design Group

(281) 220-2781

Justin_Makris@wealthdesigngroup.net

Justin Makris is a financial advisor of Wealth Design Group and has been working with families to help strategically balance their current lifestyle and financial needs with long term stability and confidence. Justin and his firm work...

Justin Ryan

Financial Representative

(682) 233-7770

justin.ryan@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian.

Karen Berns

Recruiting Director

(512) 749-3377

karen.berns@rethinkwealth.com

Kirk Wisnewski

Financial Advisor

469-535-6120

kirk.wisnewski@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Krissy Vaca

Operations Director - Wealth Design Group

(281) 220-2713

krissy_vaca@wealthdesigngroup.net

Lance Stamper

Financial Advisor

(682) 233-7770

lstamper@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. AR Insurance License Number - AR-15869906.

Larry Mott, CFP^®

Financial Advisor - Wealth Design Group

(832) 421-5588

larry_mott@wealthdesigngroup.net

Larry Mott is a Certified Financial Planner of Wealth Design Group an office of Rethink Wealth, LLC. Since 1989, Larry has worked with Physicians, Dentists, Attorneys, Professionals, Executives, and Business Owners specializing in the...

Lawrence Nordee

Financial Representative

(832) 541-7885

Lawrence.Nordee@rethinkwealth.com

Book time on Lawrence's calendar. Financial Representative of The Guardian Life Insurance Company of America®(Guardian),New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian.

Louis Mayor

Financial Representative

(832) 671-6107

louis.mayor@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - CA-4049076.

Madeline Parra

Financial Representative

(702) 793-6466

madeline.parra@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY

Mark Connely, CFP^®

Managing Director - Wealth Design Group

(832) 788-1096

mark_connely@wealthdesigngroup.net

Since 1996, Mark Connely exists to empower families to experience purpose, freedom, and abundance. It is his mission to inspire and coach families on the truths of investing and design a plan that supports their purpose. Successful...

Mark Bordelon

Financial Representative

(832) 728-7727

mark.bordelon@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian.

Matthew McCleary, ChFC^®,CLU, RICP

Managing Associate, Financial Advisor

(832) 541-7695

matt_mccleary@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Matthew Song

Financial Representative - Wealth Design Group

(704) 891-4891

matthew.song@wealthdesigngroup.net

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian.

Matthew Sabo

Financial Representative

(212) 919-3076

matthew.sabo@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian

Melani Faulkner

Managing Associate, Financial Advisor

(817) 672-9818

melani.faulkner@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. AR Insurance License Number - AR-19817151.

Morgan Guggenheim

Client Relationship Specialist - Wealth Design Group

(281) 220-2751

morgan.guggenheim@wealthdesigngroup.net

Nathaniel Dominguez

Financial Representative

512-779-7853

nathaniel.dominguez@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian.

Nickelle Leist

Partner

(415) 529 -8927

nleist2@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Patrick Dickson, CFP^®

Principal Owner & Cofounder

(832) 308-7206

pdickson@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Paul Cox

Chief Operating Officer

Paul Favors

Financial Representative

(205) 821-6961

paul.favors@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - CA-4186234.

Rafael Carballo

Financial Advisor

(936) 494-8537

rafael.carballo@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Rolando Limas

Financial Representative

(832) 780-0404

rolando.limas@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Roshika Thompson

Financial Representative

(937) 477-8733

roshika.thompson@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - CA-4473876.

Ryan Woolsey

Financial Representative

(682) 233-7740

ryan.woolsey@rethinkwealth.com

Ryan Woolsey brings over 15 years of experience in finance and wealth management, combining a deep understanding of money’s purpose with a passion for helping clients build meaningful, lasting wealth. A graduate of the University of...

Sabrina Breen

Business Development Manager - Wealth Design Group

(832) 798-9814

sabrina.breen@wealthdesigngroup.net

Scott Doyle

Financial Advisor

(832) 421-1046

scott_doyle@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - CA-0H13699.

Sean O'Donnell

Managing Associate, Financial Advisor

(817) 487-8800

sodonnell@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Sharina Oregel

Financial Representative

(562) 405-0885

sharina.oregel@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - CA-4165901.

Shawn Arrington

Principal Owner & Cofounder

817-901-4933

sarrington@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Tara Ray

Agency Control Officer

(281) 220-2704

tararay@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian.

Tatiana Molina

Managing Director - Houston

(713) 254-1531

tmolina@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian.

Teri Damore

New Business Case Manager

(817) 880-4777

tdamore@rethinkwealth.com

Tiffini Arrington

Disability Income Specialist, Financial Advisor

(505) 400-0858

tarrington@rethinkwealth.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - CA-0I52086. AR Insurance...

Timir Patel

Financial Representative

(713) 898-8262

timir.patel@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - CA-0E13668

TJ Woods

Managing Associate, Financial Representative

(214) 336-6031

tj.woods@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - CA-4280769.

Todd Uschek

Financial Representative

(808) 517-0595

todd.uschek@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian.

Tommy Aultman

Managing Director - Austin

(512) 529-0931

tommy.aultman@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - CA-4093764

Travis Hostutler

Financial Representative

(425) 635-8334

thostutler@rethinkwealth.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - CA-0G44638. AR Insurance License...

Tyler Valore

Managing Associate, Financial Advisor

(281) 220-2700

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Victoria Cooper, CDFA^®, CVA^®, MBA

Financial Advisor - Wealth Design Group

(713) 824-2468

vcooper@wealthdesigngroup.net

Victoria is a Financial Representative at Wealth Design Group, whose purpose is to provide steadfast guidance and clarity during life's most impactful financial transitions, with a special focus on divorce. With over two decades of...