Meet the professionals who can help you pursue your goals

We help individuals and families work toward achieving their ideal retirements.

Guardian & JLG team 1

Meet The Team

The team behind Guardian Resources is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Advisors

Clifton Ross

President, CEO, Sr. Investment Advisor

Renae Lindberg

Sr. Investment Advisor

Andrew Sherwin, CFP®, CPA

Sr. Investment Advisor

Darien Vvenker

Investment Advisor

Jeff Olson

Sr. Relationship Manager

Zac Merie

Relationship Manager

Wealth Management Team

Naima Bolden

Senior Wealth Advisor
Director of Wealth Management

Marty O’Shaughnessy

Wealth Advisor

Nathalia Boehning

New Account Specialist

Chloe Pedretti

Case Prep & Executive Assistant

Nancy Richards

Client Experience Specialist

Garrett O’Keefe

Client Services Associate

Operations

Jason Myhran

Chief Administrative Officer

Marketing Team

Kim Trifunov

Marketing Director

Saige Carlson

Marketing Coordinator

Nathan Chant

Accounting & Marketing Data Analyst

Mireya Ross

Marketing Intern

Legal Team

Todd Johnson

Attorney

David Huart

Attorney

Brittany Myhran

Sr. Paralegal

Caitlyn Enright

Legal Assistant

Julie Schneider

Legal Assistant

Call Now Button