Financial Coaches

Christo Zgourides

Financial Coach

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

Gary Speer

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

Hogan Choyce

Financial Coach

hogan.choyce@wealthdesigngroup.net

Hogan Choyce is a Financial Representative at Wealth Design Group LLC. Hogan provides guidance for veterinarians to experience purpose, freedom, and abundance. Hogan decided to specify his practice around veterinarians due to his love...

Jason Mickey

Financial Coach

jason_mickey@wealthdesigngroup.net

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

Jay Bartley

Financial Coach

jbartley@rethinkwealth.com

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

Kip Haines

Financial Coach

Kip_Haines@wealthdesigngroup.net

Kip Haines 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. A career as a financial...

Neal Patel

neal_patel@wealthdesigngroup.net

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4100754

Alan Birsinger

Financial Coach

alan.birsinger@wealthdesigngroup.net

Brandt Jordan

Director of Advanced Planning

brandt_jordan@rethinkwealth.com

Financial Coaches

Financial Advisor/Coaches