Credible, Credentialed Expertise
Parsec Financial is headquartered in the Blue Ridge Mountains in Asheville, North Carolina. In 1980 Bart Boyer moved his family from Minnesota to start Parsec out of his home office on Town Mountain. Later, Parsec moved its headquarters to downtown Asheville. This location is in the heart of downtown on Wall Street with an eclectic mix of restaurants and local shops as our neighbors. There are 28 employees at this office, which continues to grow.
6 Wall St, Asheville, NC 28801Phone: 828-255-0271
Toll Free: 888-877-1012
Wm. Barton Boyer
Chairman of the Board
Bart made his first investment at age 12 and has since gained more than 53 years of investing experience. Bart founded Parsec Financial in 1980 and has been featured in a variety of national publications, such as Worth, Wall Street Transcript and Medical Economics magazines. He has appeared as an investment and financial planning commentator on the ABC Good Morning America program and the Fox television network, and has been quoted in the Wall Street Journal. He holds a Bachelor of Science degree in business from Arizona State University.
Richard Manske, CFP®
Chief Executive Officer
Rick joined Parsec Financial in 1996. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a member of the Financial Planning Association (FPA) and a Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA). He is an active member of the Asheville Rotary Club, a member of the board of trustees for the Southern Appalachian Highlands Conservancy and board member for Buncombe County Schools Foundation. Rick works exclusively with high net worth investors, trusts and complex planning strategies. With many medical and dental clients, Rick is familiar with financial issues associated with small business retirement plans, cash flow and tax strategies.
William S. Hansen, CFA
Chief Investment Officer
Prior to joining Parsec in 2003, Bill led the private client services division for a Chicago-based regional bank. He is a CFA charterholder and a member of the CFA Institute and the CFA North Carolina Society. Bill graduated from the University of Illinois at Urbana-Champaign with a degree in finance, and studied management and economics abroad at Curtin University in Perth, Australia. He earned an MBA from DePaul University in Chicago, IL, that included visiting the Czech Republic to study the privatization of state owned firms. He graduated with honors from the BAI Graduate School of Banking held at Madison, WI. Bill is also an active board member of the Asheville Hockey League. He has been quoted in the Wall Street Journal.
Harli Palme, CFA, CFP®
Chief Operating Officer
Chief Compliance Officer
Harli joined Parsec in 2003. She is a CFA charterholder as well as a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition to her duties as an advisor, she is the firm's Chief Compliance Officer and Chief Operating Officer. Harli is a member of the CFA Institute, the CFA North Carolina Society, and the Financial Planning Association. Currently, she serves on the board of OnTrack. She has a B.A. in English from Wake Forest University.
Roger A. James, Jr.,
Director of Trust
Roger joined Parsec in 2007 after serving as a senior vice president and senior trust advisor with Wachovia Trust. Roger began his career as an attorney, practicing exclusively in the areas of estate planning and estate administration with Strauss & Associates, P.A. in Asheville, NC. He has earned the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. Roger holds a Juris Doctor (JD) from the Cumberland School of Law at Samford University and a Bachelor of Arts degree in English from Baylor University.
Travis Boyer, CFA, CFP®
Senior Financial Advisor
Travis returned home to join Parsec in 2012. He is a CFA charterholder as well as a CERTIFIED FINANCIAL PLANNER™ practitioner. Travis is a member of the CFA Institute and the CFA North Carolina Society. Previously he had worked as an Analyst with Wells Fargo Advisors and as a Client Service Associate with Edelman Financial Services. He holds a Bachelors degree in Business Administration from the University of North Carolina at Chapel Hill, where he also served as Co-Captain of the Carolina Boxing Club his senior year.
Michael E. Bruder,
Senior Financial Advisor
Senior Trust Advisor
Michael has incorporated retirement and investment services, personal and corporate trust services, and residential and commercial lending during his career in the financial industry. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. He holds both graduate and undergraduate degrees from Western Carolina University.
Betsy Cunagin, CFP®
Senior Financial Advisor
A recent transplant to the Asheville community, Betsy joined Parsec in 2016. She began her career in wealth management in 1995 at a fee-only financial planning firm in Columbia, South Carolina. Prior to joining Parsec, Betsy managed high net worth family relationships at an independent multi-family office in New York. Her focus included estate planning and tax savings strategies, family governance and education of the younger generation. She relocated to Cape Town, South Africa in 2013 where she worked to source partner non-profits in the local community for The American International School of Cape Town. Betsy holds a BA in Art History from Davidson College and she is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Daniel Johnson III, CFP®
Senior Financial Advisor
Daniel joined Parsec in 2013. His professional experience includes investment advisory services, personal banking services, and tax preparation with a large credit union. Daniel is a CERTIFIED FINANCIAL PLANNER™ practitioner, as well as a Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA). He is an active member of the South Asheville Rotary Club and serves on the board of Asheville GreenWorks. Daniel has been quoted in a number of publications, including the Wall Street Journal, AARP Bulletin, and the CFA Institute Magazine. He holds a Bachelor of Science degree in accounting from the University of North Carolina at Asheville, as well as an MBA with a certificate in finance from East Carolina University.
Neal Nolan, CFP®, AIF®
Senior Financial Advisor
Director of ERISA Services
Neal has been with Parsec since 2006. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Accredited Investment Fiduciary (AIF®) designation. After his service in the US Army Medical Corps, Neal completed his bachelor's degree at Western Carolina University (Magna Cum Laude). Prior experience includes working with a nationally known broker-dealer. Neal lives in Hendersonville with his wife and daughter, where together, they enjoy camping, mentoring kids, swimming, soccer, and traveling to Disney World.
Ashley Gragtmans, CFP®
Director of Marketing
Ashley joined Parsec in 2010. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association. Ashley was awarded the Claritas® Investment Certificate in 2014 by the CFA Institute. In addition to her duties as a financial advisor she is also the Director or Marketing. Ashley graduated from the University of North Carolina at Asheville with a Bachelor of Arts in both accounting and economics, and a minor in management. She is an avid runner and CrossFitter.
* The “Partner” title denotes a senior level advisor with both employment longevity and an ownership interest at the firm
Dr. James F. Smith
Jim joined the firm in 2006 as Parsec's first chief economist. He has had an outstanding 30-year career as an economist in business, government, academic, trade association settings, and has been an Adjunct Professor at Kenan-Flagler Business School at UNC Chapel Hill since 1988. He is an elected Fellow of the National Association for Business Economics (NABE) and served as its President in 1989-1990. He has served in organizations such as Sears, Roebuck and Co., Union Carbide Corporation, the Board of Governors of the Federal Reserve System, the President's Council of Economic Advisers and the National Association of Realtors®, among others. He is a former member of the European Council of Economists and served as its co-chair in 2001-2003. Jim is a member of the forecasting survey panels for Bloomberg, CNN, NABE, The Shiller/Zillow house price forecast, USA Today and the Wall Street Journal.
Sarah DerGarabedian, CFA
Director of Portfolio Management
Sarah joined Parsec in 2005. She is a CFA charterholder and a member of the CFA Institute and the CFA North Carolina Society. Prior to working in finance, Sarah’s professional experience ranged from petroleum geology to editing. While at Parsec, she has served as the firm’s trader as well as the Director of Research, and she regularly contributes to the Parsec newsletter and blog. A native of Atlanta, Sarah graduated magna cum laude from Wellesley College with a Bachelor of Arts degree in geology. Outside of work, she enjoys early morning workouts with friends and spending as much time as possible with her family, taking advantage of all the amenities the Asheville area has to offer.
Carrie A. Tallman, CFA
Director of Research
Carrie has ten years of experience in institutional investments and served as a buy-side equity analyst in Atlanta, GA for seven years before joining Parsec in 2013. Carrie is a CFA charterholder and holds a B.S. in zoology and an M.A. in education from the University of Florida. Prior to working in finance she taught high school science and directed educational programming for a local zoo in Tampa, FL. A recent transplant to the Asheville area, Carrie loves living closer to family, exploring the great outdoors, and spending time with her Border Collie.
Chad E. Foster, CFP®
Prior to joining Parsec in 2014, Chad held various roles in the investment advisory field. He worked for seven years in the Baltimore/Washington Metro area before joining our Asheville team. He graduated from Loyola College in Maryland with a degree in finance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, as well as a member of the Financial Planning Association (FPA). He enjoys traveling and exploring the outdoors.
Jessie joined Parsec in 2014. Prior to joining the Parsec team, she worked as a Financial Advisor with Edward Jones Investments and held various roles with HomeTrust Bank. She graduated magna cum laude from the University of North Carolina Asheville with a Bachelor of Arts in economics and a minor in management. Jessie is originally from Michigan, and has enjoyed living in the Asheville area since 2001. In her free time, she likes spending time outdoors and staying active.
Melissa joined Parsec in 2013 as a member of the operations team. Her professional experience includes institutional asset management, real estate and most recently working with the US Government. She graduated from the University of North Carolina at Charlotte with a Bachelor of Science in finance. Melissa enjoys playing tennis and golf with her family in Western North Carolina.
Ben joined the Parsec team in 2017. Prior to joining the team, he was a Mathematics Instructor at A-B Tech Community College. In addition to a M.S. in Mathematics from Western Carolina University, Ben holds a B.S. in Civil Engineering and an M.B.A. from Clemson University. While originally from Gainesville, Florida, he was drawn to Asheville by his love of the mountains and has called this area his home since 2007. Ben spends the bulk of his free time kayaking on local rivers, occasionally drying off to ride his mountain bike.
Heidi joined Parsec in 2014. Her professional experience includes asset management and personal banking. Prior to joining the Parsec team, she worked for an investment firm in Atlanta, GA for 3 years specializing in debt receivables. Heidi holds a Bachelor of Business Administration in finance from University of Georgia. She is currently working towards obtaining her CFP® certification. In her free time, she enjoys exploring the outdoors and spending time with family and friends.
Mike joined Parsec in 2015. A native of Kannapolis, NC, Mike has lived in his adopted home of Asheville since 2010. Prior to joining Parsec, Mike was a trust administrative officer in a trust department for a large national bank in Macon, GA, and Asheville. He graduated magna cum laude from Campbell University's 3/2 Trust program with Bachelor of Business Administration in trust and investment management and a minor in financial planning. During his time at Campbell, he also earned his MBA. Mike enjoys spending time outdoors with his wife and daughter in the beautiful mountains of WNC.
Director of Operations
As the Director of Operations for Parsec, Mark ensures quality and consistency in client reporting and data integrity. He also oversees trade execution and serves as a permanent member of the Investment Policy Committee. Mark has worked in diverse fields ranging from yacht management to mortgage banking. Prior to joining Parsec, he was the head trader at Boys, Arnold & Company for 10 years. Mark holds a Bachelor of Science degree in economics from the University of North Carolina at Wilmington. Mark is an Asheville native and joined Parsec in 2007.
Cristy Freeman, AAMS®
Senior Operations Associate
Cristy has been with Parsec since 1992 and acts as the firm's unofficial historian. She calculates the firm's performance data, coordinates the publication of the company's newsletter, and manages IT activities and special projects. She is an Accredited Asset Management Specialist℠ designee. A native of Western North Carolina, she holds an Associate in Science degree from Asheville-Buncombe Technical Community College. She has completed numerous continuing education courses about financial planning, various computer applications, and regulatory compliance.
Laura Greene, RP®
Laura joined our Asheville office in 2012 as a Client Service Specialist. In 2016, she moved to Columbia, SC with her family and shifted roles to Operations Associate. She assists with client billing and various other operational duties. Laura is now back in her hometown where she received her Bachelor of Science in Business Administration at the University of South Carolina. Laura is also a REGISTERED PARAPLANNER℠ designee.
K. Allen Millsapps
Allen joined Parsec in 2015. His prior professional experience includes 10 years in the banking industry. During that time, he worked as a personal banker, a Registered Representative with a bank broker/dealer, and also as a commercial underwriter. Allen holds a Bachelor in Business Administration in finance from the University of Georgia. In his free time, he enjoys camping and hiking with his wife, daughter, and two Border Collies. He is also an avid road cyclist and generally just loves living in the middle of the outdoor playground that is Asheville.
Brian joined Parsec in 2013. He handles client billing and various other operational duties. His professional experience includes billing, bookkeeping, and defined benefit plans. A native of North Carolina, Brian graduated magna cum laude from Mars Hill College. He holds a Bachelor of Arts. in religion and psychology, with minors in music, biblical languages, and mathematics.
Sherry Wells, CTFA
Senior Client Service Specialist
Sherry assists clients with various account transactions, account information and other support services. A native of New York State, Sherry has lived in Asheville, NC, for most of her life. She is a graduate of Southeastern National Trust School at Campbell University, as well as a graduate of the American Bankers Association National Graduate Trust School. Sherry has earned the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. After spending 25 years at Wachovia Bank as a trust administrator, she joined Parsec in 2007, bringing considerable trust and investment management experience.
Misty Cardone, RP®
Client Service Specialist
Misty assists clients with various account transactions, account information and other services. She has worked for more than five years in various positions in the customer service field. Originally from Virginia, she is no stranger to traveling. She attended the Hawaii Pacific University, worked on a yacht in the Caribbean and lived in the Virgin Islands. She is a licensed massage therapist, a certified open water diver, and is a REGISTERED PARAPLANNER℠ designee.
Anne A. Flink, AIF®, RP®
Client Service Specialist
Prior to joining Parsec in 2012, Anne worked for a private oil and gas investment company based out of Scottsdale, Arizona as a landman and executive assistant. Her background includes six years in architecture as a custom residential and hospitality/resort designer. She has a B.S. in Architecture from Arizona State University and is a native of Washington State. Anne is an ACCREDITED INVESTMENT FIDUCIARY® and REGISTERED PARAPLANNER℠, and enjoys spending time with her family outdoors.
Client Service Specialist
Lori is an Asheville native and joined Parsec in 2015 to assist clients with various account transactions, account information, and other services. She has an associate degree in business management and all four North Carolina Insurance Licenses. She has a strong background in personal and commercial banking, mortgage lending, tax preparation, estate planning and insurance. She worked previously for a financial advising company out of Cary, assisting a CFP with client management. Lori is a former Marine, and serves as the paymaster and adjutant for the Marine Corps League in Mitchell County, NC. In her free time, she enjoys spending time with her family and being outdoors.
Client Service Specialist
Wendy assists clients with various account transactions, account information and other services. A native of Fort Lauderdale FL, Wendy has lived in Asheville most of her life. After attending Asheville Buncombe Community College with a major in Business Administration, Wendy worked in the Commercial Loan Department at First Union National Bank. She went back to school, attending Cecil's Junior College majoring in Travel and Tourism, before beginning her career as a travel agent. After years of traveling the world, she moved back to Fort Lauderdale in 2001 and joined a Registered Investment Advisor group. Missing WNC, she moved back to Asheville and joined Parsec in 2013.
Client Service Assistant
Janine assists client with various account transactions, account information, and other support services. Prior to joining Parsec in 2016, she worked in marketing at a retirement community, and also has experience in event planning. Janine has a B.S. in Business Management from SUNY Stony Brook in New York. She is a New York native and has lived in Asheville since 2007. She enjoys hiking with her two rescue dogs and spends time volunteering for a local animal shelter.
Client Service Assistant
Kelly joined Parsec in 2016, assisting clients with various account transactions, account information, and other support services. She has a B.S. international business and marketing from Mars Hill University. She is a New Jersey native and has lived in Western NC since 1994. In her free time, she enjoys spending time with her son while hiking and mountain biking in the mountains of WNC.
Vicki Oxner, RP®
Vicki serves as the firm's receptionist. She joined Parsec in June 2007 after a long career with Wachovia Bank, serving in their operations division, the retail bank and their trust company. She has completed educational courses in trust administration, taxation and estate planning, investment management, and is a REGISTERED PARAPLANNER℠. Vicki is a native of Western North Carolina.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFB Board's initial and ongoing certification requirements.
AAMS® and ACCREDITED ASSET MANAGEMENT SPECIALIST℠ are service marks of the College for Financial Planning®.
REGISTERED PARAPLANNER℠ and RP℠ are service marks of the College for Financial Planning®. The RP designation indicates satisfaction of course requirements set forth by the College.
CFA and CHARTERED FINANCIAL ANALYST are trademarks owned by the CFA Institute.