Process, over product

I always prepared for life after football when I was a student at Clemson University. The future was unknown and I most certainly didn’t realize I would spend five years in the National Football League. 

As my career in the NFL progressed, I continued to have conversations with my teammates about money and I realized how much I enjoyed it. This led to the realization of a problem within the financial planning industry…almost every time one of my teammates or I spoke with a financial advisor, we were unsatisfied with the meeting. Remember the transparency aspects from before? 

The reality is, most people in this industry are trying to sell a product. My personal experience with these conversations involved someone not truly understanding my unique situation. They were hyper focused in explaining why I needed to buy a stock, mutual fund, or life insurance product. 

These “advisors” weren’t authentically interested in my financial well-being or future family’s, for that matter. 

Because of my own experience, I focus on a process instead of a product. 

This website is intended for general public use and is for educational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, Suite 300, San Diego, CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0L49687. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  (619) 684-6400. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0L49687 | Terms of Use | Online Privacy PolicyImportant Disclosures |  2023-158307 Exp. 08/25