Tax Planning
Mark Barckley, CPA
Guardian Wealth’s Tax-Planning Pro
Tax Planning
Anna Glavey
Engagement Lead at Bean Lab
Tax Planning
Jamie Kim
Senior Tax Accountant at Bean Lab,
Estate Planning
Kenneth Adam Piercey, Esq.
Legal And Estate Planning Authority for Guardian Wealth
Estate Planning
Christina M. Andreacchi
Attorney at Law
Medicare
Mary Swertzic
Medicare Program Manager for Guardian Wealth
Medicare
Jonah Roberts
Medicare Program Manager for Guardian Wealth
Medicare
Brooke Redman
Medicare Insurance Professional
Guardian Wealth Advisory Group has a strategic partnership with tax professionals who can provide tax advice. You are encouraged to consult your tax advisor or attorney. Mark Barckley and Kenneth Adam Piercey, Esq. are not affiliated with Guardian Wealth Advisory Group or AEWM. Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Neither the firm nor its agents or representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. Guardian Wealth Advisory Group is not affiliated with or endorsed by the U.S. government, Medicare or any governmental agency.