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About us
We are a team of experienced small business financial advisors dedicated to helping our clients reach their financial goals and secure their financial future
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 created processes for you to visualize financial choices and risks, evaluate the data to make prudent decisions, and execute with confidence quickly. We’ve also identified a unique financial structure to save business owners on taxes and protect against potential unmitigated risks.
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.
Our leadership team
Our team of business financial advisors is ready to help you grow wealth and prosperity purposefully, and leave a meaningful legacy confidently.
Guardian Strategic Wealth Planners empowers individuals and businesses to make bold decisions, grow wealth purposefully, and leave a meaningful legacy confidently.
© Guardian 2023. All rights reserved.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2018 FMG Suite.
Investment advice offered through Eudaimonia Partners LLC, a registered investment advisor.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
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Alexander Jones
CEO, CFP®, CLU®, ChFC®, CEPA
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 businesses, he can distill down complex information into a comprehensive vision for business execution.
A graduate of Lipscomb University, Alex has broad experience in various financial areas including banking, investment management, tax planning, real estate, insurance, cashflow management and estate and exit planning.
Throughout his career Alex has helped business owners acquire an aggregate total of over $500 million in life insurance death benefits to protect their family and wealth and saved his clients more than $35 million in federal taxes through tax consulting in the last five years.
Michael Claudio
President, CEPA
Michael is the guy who ensures things run smoothly and dependably–i.e. everything you want in your financial and tax consultant!. With an extensive background as a quality control engineer and 25 years in the automotive sector, Mike oversees and develops the processes that create a seamless client experience and provide quality control for client strategies.
Prior to joining Guardian, he founded and sold a large quality control and engineer staffing firm with over 300 employees.
Mike enjoys marrying his expertise in quality control and operations management along with his business owner experience and mindset to help understand Guardian’s clients and provide a next-level experience.
Stephanie Gaveck
COO, CEPA
Stephanie shares a deep belief in Guardian Tax Consultants’ mission– helping business owners flourish so that their employees, families and communities are positively impacted to the glory of God.
Stephanie keeps the ship running and ensures the vision of our leaders is executed flawlessly as our COO.
Stephanie brings experience in management and operations from the fast-paced world of Hollywood with a background in television sales, talent acquisition, and content production. After moving from Los Angeles, she joined the Guardian team in 2019 and serves the critical role of creating standardized operating procedures across Guardian’s subsidiaries, overseeing execution of risk solutions and client strategies, managing annual compliance for client strategies, and removing barriers to accomplishing the company’s strategic goals.
Chelsea Rebeck
CPA, CFE, JD, LLM (Tax)
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 Poore
CIO, AIF®, AWMA®, APMA®
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.
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