Founded by business owners to serve business owners, we understand the unique opportunities and challenges business owners face. We also know that your greatest asset is time – which is why we have innovated processes for business owners to visualize their financial choices and risks, evaluate the data to make prudent decisions, and execute with confidence quickly.
We start by first getting to know your story – from financials and family, to spiritual and personal goals. We then offer tailored plans and solutions that address everything from potential burn-out to legacy planning. We’ll be your partner in managing business assets, profit, taxes and more.
With our team of passionate specialists, we are ready to help you grow wealth and prosperity purposefully, and leave a meaningful legacy confidently.
As founder of Guardian, Alex has provided advice to business owners for nearly two decades. Gifted with the ability to see the risks and opportunities associated with business(s), he can distill down complex information into a comprehensive vision for business execution. As a graduate of Lipscomb University, Alex has extensive experience in various financial areas including banking, investment management, tax planning, real estate, insurance, cashflow management wand estate and exit planning.
Michael is a serial entrepreneur with an extensive background as a quality control engineer with 25 years in the automate sector. Prior to joining Guardian, he founded and sold a large quality control and engineer staffing firm with over 300 employees. Mike joined Guardian as President to develop the methodologies for seamless execution and quality control of the strategies Guardian provides to clients.
With a background in television sales, talent acquisition, and content production, Stephanie brings experience in management and operations from the fast-paced Hollywood environment. After moving from Los Angeles, she joined the Guardian team in 2019 and serves the critical role of developing new processes, driving operational efficiencies, and managing resources.
Chelsea is a CPA and attorney ‘Of Counsel’ with Guardian. She holds a Master of Law in Taxation and is a Certified Fraud Examiner with experience in tax law, tax controversy, and tax-related criminal and civil litigation. Chelsea has served as Senior Auditor for the United States Department of Defense. She is admitted to practice in the United States Supreme Court, United States Tax Court, and the United States Court of Federal Claims.
Scott holds 24 years of experience in financial markets with a focus on macro-economics and business cycles. His investment evaluations are driven by measuring risks and opportunity through forward-looking and propriety market indicators.
Guardian exists to empower individuals and businesses to make bold decisions courageously, grow wealth and prosperity purposefully, and leave a meaningful legacy confidently.
Guardian Strategic Wealth Planners exists to empower individuals and businesses to make bold decisions courageously, grow wealth and prosperity purposefully, and leave a meaningful legacy confidently.
