Financial Advisor for Small Business Owners, HR Leaders & Their Trusted Advisors | Employee Financial Wellness, Executive Benefits & Business Succession Planning | Retain Talent, Protect Wealth & Build Business Value I’m a Financial Advisor at Third Coast Advisors helping small and midsize business owners, human resources (HR) leaders, executives, and employees connect workplace benefits, personal
financial planning, and long-term business goals. They may not understand their 401(k), insurance, or how their benefits coordinate with a spouse’s plan. Meanwhile, owners face a different challenge: protecting income and key people while preparing for retirement, succession, or a future business transition. That’s where I help. I partner with employers to provide employee financial wellness, one-on-one financial education, retirement planning, and personalized guidance. Rather than focusing only on the company plan, I help employees understand how their benefits fit into their broader financial lives. For owners and leadership teams, I provide guidance around executive benefits, life and disability insurance, key-person protection, business succession and exit planning, and personal wealth strategies. My goal is practical: reduce the burden on HR, help employees make confident decisions, support retention, and help owners protect what they’ve built. I also collaborate with CPAs, attorneys, benefits advisors, payroll professionals, and other trusted advisors to provide coordinated guidance. If you’re looking for a thoughtful financial resource for your company, clients, or professional network, I’d be glad to connect. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Third Coast Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 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.
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