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Cassidy Makris

Cassidy Makris

New Business Case Manager - Wealth Design Group

(281) 220-2716

cassidy.makris@wealthdesigngroup.net

Contact

GetInfo@RethinkWealth.com

Office: (281) 220-2700

Toll-Free: (888) 700-7144

3040 Post Oak Blvd., Suite 1150

Houston, TX 77056

Fort Worth Office

6000 Western Pl.,

Suite 120

Fort Worth, TX 76107

Austin Office

10801 N. Mopac Expressway,

Building 1, Suite 350

Austin, TX 78759

San Antonio Office

7550 Interstate-10,

Suite 800

San Antonio, TX 78229

Dallas Office

8105 Rasor Blvd., Ste 305

Plano, TX 75024

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Check the background of your financial professional on FINRA's BrokerCheck.

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Rethink Wealth is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member SIPC.FINRA, OSJ: 3040 Post Oak Blvd. Suite 1150, Houston, TX 77056, ph# 281-220-2700. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth is not an affiliate or subsidiary of PAS or Guardian. #8673110.1 Exp. 12/27
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