Team

Our Belief

Our Belief

Why did you choose medicine? Most of my clients share with me that it was because they wanted to help people.  I believe you deserve the same standard of care financially that you give your patients.  My hope for you is that you can stop worrying and start living.  You have put your life on hold for so long and finances should not be something you are worried about.  You should be focused on your family, your practice, and accomplishing the things that are most important to you! 

A team approach adds perspective to all I do and provides increased benefits to my clients.

Meet the Team

Seth Taylor

Wealth Management Advisor

Seth_Taylor@yoursws.com

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0H45976, AR Insurance License #8789791.
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Cameron Oliver

Wealth Management Advisor

Cameron_Oliver@yourswg.com

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. AR Insurance License #18780072, CA Insurance License #4132115.
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David Wallace

Wealth Management Advisor

david.x.wallace@yoursws.com

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. AR Insurance License #19513224, CA Insurance License #4243074.
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Taylor Roussel

Disability Income Specialists

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Emma Galloway

Disability Processing Specialist

Kallie Woodruff

Leader of Business Development