As Founder and President of Guardian Financial Wealth Management, Brian works with his clients to help them build strong financial strategies, designed to help them achieve security and financial peace of mind in retirement. Brian graduated from Kansas State University with an MBA and a major in finance. Brian is an Investment Advisor Representative and Fiduciary. It is his belief that financial peace of mind comes from a strong financial plan that is designed to protect you during the bad times, be opportunistic in good times and help you achieve your financial goals with a high probability of success.
GERYL WINTEROWD, OWNER, COO, MSPM, PMP, CSM
As Co-Founder and Chief Operating Officer of Guardian Financial Wealth Management, Geryl works with clients to help them build strong financial strategies designed to achieve security and financial peace of mind. From assessing the most appropriate IRA and 401(k) options to determining the optimal ways to turn on Social Security income to managing Medicare choices, these strategies run the gamut of financial planning. Geryl graduated from St. Edward’s University in 2009 with a Master of Science in Project Management. Geryl and Guardian Financial Wealth Management believe that financial peace of mind comes from a strong financial plan designed to be protective during bad times and opportunistic in good times.
DAX HALE, SENIOR CLIENT SOLUTIONS ADVISOR
Dax Hale has more than a decade of experience in financial management services helping clients manage ever-changing investment options. He excels in educating people about retirement decisions by providing critical information and data so they can make decisions that are in their best interests. Dax graduated from the University of Maryland with a degree in Accounting and has worked with investment firms such as Charles Schwab, Edward Jones and Wells Fargo.
As Guardian Financial’s Customer Advocate, Brooke acts as a liaison between clients and advisors to ensure clients’ needs are addressed fully and promptly. Brooke plays an integral role in making sure the company operates smoothly and efficiently. Brooke joined Guardian Financial Wealth Management in 2018. Brooke’s background includes years of sales, marketing, market research, administrative, and social media analysis. After she began transitioning into the marketing field, she received a Certification from UC Berkeley in Marketing and Analytics. Brooke also plans to acquire her insurance licensing through the state of Texas very soon and continue to grow with the Guardian Financial team.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Guardian Financial Wealth Management is a licensed insurance agency. Brian Winterowd provides insurance services to clients through Guardian, which is separate from Mr. Winterowd’s role as an investment advisor representative of Portfolio Medics. Investment advisory services are offered through Portfolio Medics. Guardian Financial Wealth Management and Portfolio Medics are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice.