GUARDIAN WEALTH MANAGEMENT - Key Persons
Bryson is a lifelong resident of Winter Haven where he is very active in the community. He currently serves on the board of directors for the Citrus Center Boys & Girls Club and the Salvation Army. In his free time, he enjoys spending family time with his wife Sarah and son Joseph.
Bryson has been in the financial services industry since 2003 and joined Guardian Wealth Management in 2018. His focus is on developing strategies and solutions based upon the clients' risk tolerance, time horizon, liquidity needs and overall investment goals. He works with high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals. As a seasoned veteran in the field of financial planning Bryson provides advice on wealth accumulation and capital preservation with special attention to innovative wealth management solutions.
Bryson's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. Finally, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.
Mr. Macchione holds the Series 7 and Series 66 FINRA registrations and is also licensed for insurance in the areas of life, health and annuities. He is a 2004 graduate of University of Central Florida with a B.S. in Business Administration Finance. Bryson is a CERTIFIED FINANCIAL PLANNER™.
James Arndt is a veteran of the financial services industry. He has been helping clients in Central Florida achieve peace of mind for over 30 years. Mr. Arndt works with mutual funds, both fixed and variable annuities and specializes in life, health and long term care insurance working with all carriers. He works with businesses and families to uncover their risk exposure and then helps them find ways to minimize it in the most practical manner. He's extremely passionate about helping families protect their assets for the next generation. He strives to provide superb customer service and to be a trusted friend. James holds a series 6 license along with the Florida life, health and annuity insurance licenses.
Liz has 26 years experience in providing exceptional customer service, most recently working with executives at FedEx Services. She has a long career of developing and nurturing relationships with those she serves.
Liz is quite meticulous when it comes to customer service and experience. As Relationship Manager, she is responsible for ensuring client needs are met and exceeded. Her deep expertise in managing multiple projects and logistics are a great asset to the firm's operations. Additionally, she works within the community to create awareness of Guardian Wealth Management's personal service, innovative ideas and practical advice.
On the personal side, Liz is a native Floridian and attended Polk State College. She enjoys all outdoor activities, especially the beautiful Florida beaches. Traveling is a favorite pastime. One of her favorite areas to visit is the Pacific Northwest. She has two adult daughters who have given her five beautiful grandchildren. She is passionate about spending time with her family and friends and is very active in her church.
Nick has worked with individuals and institutions to help grow and protect their wealth in the finance industry since 1997. He is known among his clients and peers for his personal service, innovative ideas and practical advice...
Nick has worked with individuals and institutions to help grow and protect their wealth in the finance industry for more than 20 years. Nick is a creative and strategic thinker, focused not only on finding personalized solutions for his clients to achieve their financial goals, but true peace of mind for their future. He believes true wealth is measured by what money can't buy and what death can't take away. He is known among his clients and peers for his thoughtful approach, practical advice and innovative ideas. His clients consider him a trusted advisor and a friend.
Nick also enjoys working with institutions in creating and adhering to investment policy while working to achieve the mission of the organization. Through the challenging economic times our country has faced over the past two decades, he has provided successful advice that has allowed organizations to not only survive, but thrive. Nick works with private clients in the areas of investment management, retirement income, risk management, estate planning, business planning and tax reduction strategies.
A CERTIFIED FINANCIAL PLANNER™, Nick is trained in the areas of finance, estate planning, tax planning, investments, retirement planning and insurance. As required, he meets rigorous professional standards and adhere to principles of integrity, objectivity, competence, fairness, confidentiality and professionalism. He also holds Series 7, 24, 26 & 66 licenses; as well as Florida life, health and variable annuity licenses. He earned a B.S. in Business from Florida Southern College in Lakeland, Florida. Nick was also the host of Your Money Counts, a weekly financial talk radio show that aired on Saturday mornings in the Polk County area.