THE GUARDIAN FINANCIAL TEAM
BRIAN WINTEROWD, PRESIDENT, FOUNDER, OWNER, MBA
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.
LAUREN SMITH, CLIENT LIAISON
As a Licensed Insurance Agent, Lauren Smith is your go-to connection at our office. As our Client Liaison, she’s not just the friendly face and attentive ear you can count on—she’s also incredibly knowledgeable and helpful. Lauren is dedicated to making your experience as smooth and stress-free as possible. From scheduling appointments to answering all your questions, she ensures you always feel informed, supported, and confident at every step of your financial journey with us.
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Office Contact Info
Office Address:
3309 Forest Creek Drive
Suite 103
Round Rock, TX 78664
Mailing Address:
1508 Weiskopf Loop
Round Rock, TX 78664
Phone: (512) 844-8200
Fax: (512) 553-5577