We understand the challenges both families and businesses face today.

From protecting income and assets, to exit strategies for your business, to amassing wealth for retirement, these finance challenges can be overwhelming. Our commitment is to utilize all of the best resources to help you pursue your goals in a comprehensive manner.

We have an uncommon thought process and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 15303 North Dallas Pkwy, Tower II, Suite 550, Addison, TX 75001; (214) 346-0985. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Opes One is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2022-143877 9/24

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