CALL US TODAY AT 423.892.4693

CALL US TODAY AT 423.892.4693 Locations in Chattanooga and Cleveland

About our Firm


Here’s our story. We look forward to hearing yours.

Meet the Guardian Investment & Accounting Services Team


At Guardian Investment & Accounting Services, we’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy. Together, we want to help you in PLANNING FOR LIFE.

Garry E. Thurman Partner

Garry Thurman is a partner at Guardian Investment & Accounting Services and a licensed insurance professional. He has 20 years of experience in the insurance and annuity industry and holds life, casualty, health and property insurance licenses in Tennessee.

Previously, Garry spent several years advancing to the position of national sales director with a well-respected corporation. While working closely with individuals in this position, Garry realized there was a need for more secure retirement options for their families and their future. In 2009, he founded Guardian Asset Protectors to help individuals and companies with their financial needs using insurance products with top-rated carriers.

In 2016, Garry joined forces with Ron Koplan, founder of Koplan & Associates, to form Guardian Investment & Accounting Services LLC. The new company brings together the knowledge and experience from different areas of tax, investing and accounting services to equip clients with more powerful financial tools.

Committed to his faith and family, Garry is very involved in the lives of his wife, Rhonda; his son, Nick; and Rhonda’s son, Greyson. Outside of work, Garry serves on the board of directors for the American Cancer Society and is committed to the goals of fundraising for several other charities in the community and in other countries.

 

Ron Koplan,CPA, PFS, CGMA and RIA®Partner

Ron Koplan is a partner at Guardian Investment & Accounting Services. He is a Certified Public Accountant, Registered Investment Advisor (RIA), Personal Financial Specialist (PFS) and Chartered Global Management Accountant (CGMA®) with more than three decades of tax, accounting and investment experience.

In 1982, Ron founded Koplan & Associates, a Certified Public Accounting firm providing tax, accounting, business consulting and investment guidance. In 2016, Ron joined forces with Garry Thurman, founder of Guardian Asset Protectors, to form Guardian Investment & Accounting Services LLC. The new company brings together the knowledge and experience from different areas of tax, investing and accounting services to equip clients with more powerful financial tools.

Ron has passed the Series 65 securities exam and holds a Bachelor of Science in accounting, finance and math from The University of Tennessee at Chattanooga. He truly enjoys advising individuals and businesses on tax-efficient strategies, as well as advising them on their financial, investment and business questions.

Tyde McIntoshInsurance and Retirement Advisor

Tyde is focused on providing clients with financial plans that help them feel prepared for the future.

With more than fifteen years of experience in the client services industry, Tyde understands the importance of building a trust-based relationship with clients. That’s why — since joining Guardian Investment and Accounting in 2015 — he has worked tirelessly with each client to understand their dreams, goals and concerns regarding retirement. There’s nothing Tyde enjoys more than helping clients build confidence in their finances by crafting a clear path to their retirement goals.

Tyde has insurance licenses in the state of Tennessee, Georgia and South Carolina and has earned his bachelor’s degree from the University of Alabama.

In his free time, Tyde enjoys riding his Harley Davidson and playing golf.

Karen Overstreet
Associate Accountant

As a well-rounded financial professional, Karen works hard each day to meet and exceed the needs of both her clients and coworkers.

After a career in logistics, Karen transitioned into the financial field and began working for Guardian Investment & Accounting Services in 2018 as an associate accountant. Since then, she has applied her knowledge of numbers and love of helping others to help both her clients and her firm succeed.

Karen earned her bachelor’s degree in accounting from Purdue University Global.

Karen and her husband, Brandon, have two daughters. When she’s not at work, she enjoys spending time with family and friends, being involved with her church and traveling.

Ann Koplan, CPAAssociate

Barb Wise Associate Accountant

Kimberly McCullough Customer Relations Associate

Melody E. CoxTax Associate and Office Coordinator

Rhonda ThurmanEvent Coordinator

Download Our Retirement Kit

This retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!

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