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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Christopher H. Rohan, CLU®, ChFC®, CFP®

Financial Advisor

Registered Representative and Financial Advisor of Park Avenue Securities Financial Representative of Guardian.

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Thomas Wyatt, JD, CFP®

Retirement Plan Specialist

Registered Representative and Financial Advisor of Park Avenue Securities and General Agent of Guardian. Not practicing lawyer for Guardian or its subsidiaries or affiliates. CA Insurance License Number - 0E84981
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Emily Milacek

Client Relations Manager

Brian Wetzel

Disability Insurance Specialist

Financial Representative of Guardian. CA insurance license #0C23361.

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