Broker Check

Financial Advisor/Coaches

Jay Bartley

Jay Bartley

Financial Coach

817.241.4105

jay_bartley@wealthdesigngroup.net

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0L28420

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Heather Holland

Heather Holland

Broker

979-997-0979

heather.holland@wealthdesigngroup.net

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of...
Matthew Song

Matthew Song

Broker

704-891-4891

matthew.song@wealthdesigngroup.net

Gary Speer

Gary Speer

Financial Representative

281-220-2766

gary_speer@wealthdesigngroup.net

Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0A90691

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Don Taylor

Don Taylor

Financial Coach

713-854-2999

donald_taylor@wealthdesigngroup.net

Don Taylor brings over 30 years of experience helping business owners, executives, and professionals navigate tax strategies, investments, insurance planning, estate planning, retirement, and employee benefits. He takes a personalized...
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Victoria Cooper, CDFA®, CVA®, MBA

Victoria Cooper, CDFA®, CVA®, MBA

Financial Representative

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...
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