Our Asheville Office

Meet Our Asheville Team

Wm. Barton Boyer
Chairman of the Board

Wm. Barton Boyer
Chairman of the Board

Bart made his first investment at age 12 and has since gained more than 50 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 magazine. He has appeared as an investment and financial planning commentator on ABC’s Good Morning America program and the Fox television network, and has been quoted in the Wall Street Journal. He holds a Bachelor of Science in business from Arizona State University.

William S. Hansen
President Chief,
Investment Officer

William S. Hansen, CFA
President Chief | Investment Officer

Bill joined Parsec in 2003, and serves as both Chief Investment Officer and President for the firm. He graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Arts in finance, and studied management and economics abroad at Curtin University in Perth, Australia. Bill earned a Master of Business Administration degree 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. Prior to joining Parsec, Bill led the private client services division for a Chicago-based regional bank. He is a Chartered Financial Analyst charterholder. Bill is also a member of the CFA Institute and the CFA North Carolina Society. Bill has also been quoted in the Wall Street Journal.

Richard Manske
Chief Executive Officer

Richard Manske, CFP®, BFATM
Chief Executive Officer

Rick joined Parsec Financial in 1996 and serves as Parsec’s Chief Executive Officer. Rick graduated from Western Michigan University with a Bachelor of Business Administration degree with a concentration in finance. He is a Certified Financial PlannerTM practitioner, a Behavioral Financial AdvisorTM, a member of the Financial Planning Association and a Registered Financial Advisor of the National Association of Personal Financial Advisors. Rick enjoys being involved with his community; as such, he serves on the boards of Buncombe County Schools Foundation, the Southern Appalachian Highlands Conservancy and is a member of the Asheville Breakfast Rotary Club. He lives in Weaverville, NC with his three children and awesome wife.

Harli Palme
Chief Operating Officer, Chief Compliance Officer

Harli Palme, CFA, CFP®
Chief Operating Officer | Chief Compliance Officer

Harli joined Parsec in 2003 and serves as both Chief Operating Officer and Chief Compliance Officer for the firm. She is a CFA charterholder as well as a Certified Financial PlannerTM practitioner. Harli is a member of the CFA Institute, the CFA North Carolina Society, and the Financial Planning Association. She has a Bachelor of Arts in English and religion from Wake Forest University. Currently, she serves on the board of OnTrack Financial Education and Counseling. In her free time, Harli enjoys mountain biking, gardening and creative writing.

Travis Boyer
Senior Financial Advisor

Travis Boyer, CFA, CFP®
Senior Financial Advisor

Travis joined Parsec in 2012. He holds a Bachelor of Science degree in business administration from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst charterholder as well as a Certified Financial PlannerTM practitioner. Travis is a member of the CFA Institute and NAPFA. Previously he has worked as an Analyst with Wells Fargo Advisors and as a Client Service Associate with Edelman Financial Services. In his free time, he enjoys chasing his dog around WNC’s hiking trails with his wife, Jenny.

Michael E. Bruder
Partner

Michael E. Bruder, CFP®, CTFA
Partner

Michael joined Parsec in 2006, is a graduate of Western Carolina University, and holds a Bachelor’s of Science in social work and a Master of Arts in counseling. He is a Certified Financial PlannerTM practitioner and has earned the Certified Trust and Financial Advisor designation from the Institute of Certified Bankers. Michael’s career in the financial industry encompasses residential and commercial lending, personal and corporate trust services as well as retirement and investment services. His specialty is breaking down the complex world of trust into understandable layman concepts. He deems himself fortunate to be married to the love of his life, Paula, and to be dad to their three sons!

Betsy Cunagin
Senior Financial Advisor

Betsy Cunagin, CFP®
Senior Financial Advisor

Betsy joined Parsec in 2016. Betsy holds a Bachelor of Arts in art history from Davidson College and she is a Certified Financial PlannerTM practitioner. Betsy is also a member of the National Association of Personal Financial Advisors. 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 areas 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. She is also a 2018 Leadership Asheville graduate. Betsy is a recent transplant to the Asheville area, where she lives with her husband and 3 children.

Chad E. Foster
Financial Advisor

Chad E. Foster, CFP®, CDFATM
Financial Advisor

Chad has been with Parsec since 2014. Chad started working in the financial planning industry right after college, starting in the Washington, D.C./Baltimore area before making the transition to Asheville in 2014. He graduated from Loyola College in Maryland with a Bachelor of Arts in finance. He has been a Certified Financial PlannerTM practitioner since 2009. Also, as a Certified Divorce Financial Analyst® professional, he is able to help his clients navigate and better understand the short and long term financial impact of their divorce settlement. If he is not home with his wife Lindsey playing with their son, he can be found biking in the mountains or on the Blue Ridge Parkway.

Ashley Gragtmans
Financial Advisor,
Director of Marketing

Ashley Gragtmans, CFP®, BFATM
Financial Advisor, Director of Marketing

Ashley has been with Parsec since 2010. She started her wealth management career upon graduation from the University of North Carolina at Asheville with a Bachelor of Arts in both accounting and economics, and a minor in management. Building on her foundation in client service, she soon became a Certified Financial PlannerTM practitioner and joined the Financial Planner Association. Ashley was awarded the Claritas® Investment Certificate in 2014 by the CFA Institute. In 2018 she began and completed the courses to become a Behavioral Financial AdvisorTM. BFA practitioners help clients manage their emotions to make deliberate and strategic investment decisions. Ashley’s passion is to help clients align their money with their goals and values. In addition to her advisor role, she is also the Director of Marketing and the Chair of Parsec’s donations committee. Ashley is on the Pisgah Legal Young Professionals board and is active with the Women United committee of United Way. In her free time she enjoys being outside, hiking, mountain biking, gardening and spending time with her family.

Roger A. James, Jr.
Partner, Director of Trust

Roger A. James, Jr., JD, CTFA
Partner | 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.

Neal Nolan
Senior Financial Advisor,
Director of ERISA Services

Neal Nolan, CFP®, AIF®
Senior Financial Advisor | Director of ERISA Services

Neal joined Parsec in 2006. He graduated Magna Cum Laude from Western Carolina University with a Bachelor of Arts in business administration. Neal is a Certified Financial PlannerTM practitioner as well as an Accredited Investment Fiduciary designee. He is a member of the Financial Planning Association and the National Association of Plan Advisors. His previous experience includes service to our country as an Army medic, working for a local hospital, and working for a nationally known broker-dealer. This led him to pursue working for a fiduciary advisory firm. Neal’s personable approach makes him ideally suited as the firm’s Director of ERISA Services in which he manages the firm’s small business retirement plans. Neal and his wife Renee and their daughter Arial are grateful for the home-town community where they live. In his spare time, Neal enjoys vacationing, camping, mentoring children, fly fishing and is well known by his friends for his admiration of Walt Disney.

Dr. James F. Smith
Chief Economist

Dr. James F. Smith
Chief Economist

Jim joined the firm in February 2006 as Parsec’s first chief economist. He has had an outstanding 35-year career as an economist in academia, business, government, and trade associations. He is an elected Fellow of the National Association for Business Economics and has served as its President. His work career has included positions with 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. Since 1988, he has been an adjunct professor at the Kenan-Flagler Business School at UNC-Chapel Hill. He is a former member of the European Council of Economists and served as its co-chair. Jim is a member of the forecasting survey panels for Bloomberg, CNN, NABE, The Shiller/Zillow house price forecast, and The Wall Street Journal. He earned all three of his economics degrees from Southern Methodist University and became a Certified Business Economist® in NABE’s inaugural class in October 2015. He and his wife, Dr. Linda M. Topp, love to travel and write. They both contribute to Jim’s weekly blog at EconForecaster.com. Aside from his continuing fascination with macroeconomics, Jim also likes to play in two friendly duplicate bridge groups.

Ben Blake
Portfolio Manager

Ben Blake
Portfolio Manager

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 Master of Science in mathematics from Western Carolina University Ben holds a Bachelor of Science in civil engineering and a Master of Business Administration degree 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.

Sarah DerGarabedian
Director of Portfolio Management

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. A native of Atlanta, Sarah graduated magna cum laude from Wellesley College with a Bachelor of Arts degree in geology. 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. Outside of work, she pursues a variety of fitness and outdoor activities with friends and family, taking advantage of all the amenities the Asheville area has to offer.

Jessie Goodwin,
Portfolio Manager

Jessie Goodwin, CFP®
Portfolio Manager

Jessie joined Parsec in 2014. Jessie graduated Magna Cum Laude from the University of North Carolina Asheville with a Bachelor of Arts in economics and a minor in management. She is a Certified Financial PlannerTM practitioner. Before joining Parsec she worked for HomeTrust Bank and for a nationally known broker-dealer. Jessie serves on both the Development Council for the Western Carolina Medical Society’s Foundation and the Highland’s Circle Committee for United Way of Asheville and Buncombe County. In her free time, she enjoys gardening, hiking and camping with her husband and their two dogs and enjoying all that Western North Carolina has to offer with her friends and family.

Melissa Stamatiades
Portfolio Manager

Melissa Stamatiades
Portfolio Manager

Melissa joined Parsec in 2013. Melissa attended NC State’s College of Engineering and UNC Charlotte’s College of Business. She has Bachelor of Science in business administration with a concentration in finance. Melissa began her career with Wells Fargo (First Union) where she spent nearly a decade in Institutional Asset Management, Structured Finance and Securitization. She has also worked in real estate and in engineering for the Department of Justice. Melissa currently serves as the Treasurer on the Executive Committee and Board for Homeward Bound. She has also taught investment classes with OnTrack Financial Education and Counseling. In her free time, she enjoys reading, playing golf and playing tennis. Melissa lives in South Asheville with her family.

Kelly Anderson
Client Service Specialist

Kelly Anderson
Client Service Specialist

Kelly joined Parsec in 2016. She has a Bachelor of Science in 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.

Janine Bitz
Client Service Specialist

Janine Bitz
Client Service Specialist

Janine joined Parsec in 2016. Prior to joining the firm, she worked in marketing at a retirement community, and also has experience in event planning. Janine has a Bachelor of Science 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 traveling around the US, hot yoga and hiking with her rescue dogs. Janine spends her free time volunteering for local animal rescue groups.

Anna Bruder
Client Service Assistant

Anna Bruder
Client Service Specialist

Anna joined Parsec in 2017. Anna graduated with a Bachelor of Science in exercise and sports science as an athletic trainer, from the University of North Carolina at Chapel Hill. Prior to joining Parsec, Anna worked for orthopedic practices in Atlanta and in Asheville assisting physicians, surgeons, and patients. Anna grew up in North Carolina and enjoys spending time with her husband, exploring the outdoors with their dog, and traveling.

Misty Cardone
Client Service Specialist

Misty Cardone, FPQPTM
Client Service Specialist

Misty joined Parsec Financial in 2007. She holds a Bachelor of Science in health and wellness from Appalachian State University. She has worked for more than ten years in various positions in the customer service field. She attended Hawaii Pacific University, worked on a yacht in the Caribbean and lived in the Virgin Islands. Misty is also a Financial Paraplanner Qualified ProfessionalTM designee.

Anne A. Flink
Client Service Specialist

Anne A. Flink, AIF®, FPQPTM
Client Service Specialist

Anne joined Parsec in 2012. She has a Bachelor of Science in architecture from Arizona State University and is a native of Washington State. Anne is an Accredited Investment Fiduciary® designee and a Financial Paraplanner Qualified ProfessionalTM designee. Prior to joining the firm, Anne worked for a private oil and gas investment company based out of Scottsdale, Arizona. Her background includes six years in architecture as a custom residential and hospitality/resort designer. In her free time, Anne enjoys spending time with her family and friends outdoors.

Vicki Oxner
Receptionist

Vicki Oxner, FPQPTM
Receptionist

Vicki joined Parsec in 2007. She has past work experience 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 Financial Paraplanner Qualified ProfessionalTM designee. Vicki is a native of Western North Carolina and loves spending time with her family, along with her cat “Socks.” She is active in her church family and enjoys working out in her spare time.

Roberta Ratterree
Client Service Assistant

Roberta Ratterree
Client Service Assistant

Roberta joined Parsec in 2017. She works in our Asheville location but also supports our Tryon office. She graduated from the University of South Carolina with an Associate of Arts in business administration and from the South Carolina Bankers School with a focus in finance. Prior to joining Parsec, she worked for Bank of America in their operations division, human resources and the retail bank. Roberta is a North Carolina native and in her free time enjoys spending time with her golden retrievers, and with horses.

Wendy Stokes
Client Service Specialist

Wendy Stokes
Client Service Specialist

Wendy jointed Parsec in 2013 as a part of the Client Service team. 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, she worked in the Commercial Loan Department at First Union National Bank. Later, she attended 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 in 2013. In her free time, she enjoys spending time with family, golden retrievers and traveling.

Sherry Wells
Senior
Client Service Specialist

Sherry Wells, CTFA
Senior Client Service Specialist

Sherry joined Parsec in 2007, after spending 25 years at Wachovia Bank as a trust administrator. 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 designation from the Institute of Certified Bankers.

Heidi Clark
Financial Planner

Heidi Clark
Financial Planner

Heidi joined Parsec in 2014. She holds a Bachelor of Business Administration in finance from the University of Georgia. Heidi’s professional experience includes asset management and personal banking. Prior to joining the Parsec team, she worked for an investment firm in Atlanta, GA specializing in debt receivables. In her free time, she enjoys hiking, exploring the outdoors with her husband and beagle, and spending time with family and friends.

Mike Sellers
Financial Planner

Mike Sellers
Financial Planner

Mike joined Parsec in 2015. A native of Kannapolis, NC, Mike has lived in his adopted home of Asheville since 2010. He graduated from Campbell University’s Trust program with Bachelor of Business Administration in trust and investment management with a minor in financial planning. During his time at Campbell, he also earned his Master of Business Administration. Prior to joining Parsec, Mike worked in the trust department of a national bank in Macon, GA, and Asheville. On the weekends Mike can be found enjoying the local rivers and streams with a fly rod in hand or splashing in the water with his wife and two children.

Cristy Freeman
Senior Operations Associate

Cristy Freeman, AAMS®
Senior Operations Associate

Cristy has been with Parsec since 1992 and acts as the firm’s unofficial historian. 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. Cristy calculates the firm’s performance data, coordinates the publication of the company’s newsletter, and manages IT activities and special projects. Cristy is an Accredited Asset Management SpecialistSM designee.

Laura Greene
Operations Associate

Laura Greene, FPQPTM
Operations Associate

Laura joined our Asheville office in 2012 as a Client Service Specialist. In 2016, she transitioned her skills into the Operations Department as an associate. Prior to working at Parsec, she used her talents in the hospitality industry by working in the catering/sales department at a local resort hotel. Laura received her Bachelor of Science in business administration at the University of South Carolina and is also a Financial Paraplanner Qualified ProfessionalTM designee. During her free time, she enjoys spending time on the lake with her husband and two boys and cheering on the Gamecocks!

Lori King
Compliance & Marketing Associate

Lori King, FPQPTM, BFATM
Compliance & Marketing Associate

Lori joined Parsec in 2015 as a part of the Client Service team. In 2018, she shifted roles to work in compliance and marketing. She holds an Associate of Arts degree in business management and has a background in personal and mortgage lending, insurance, planning for Medicare and tax preparation. She holds all four North Carolina Insurance Licenses and is a Financial Paraplanner Qualified ProfessionalTM designee. Lori is a veteran of the United States Marine Corps and in her free time she enjoys spending time with her family, traveling and hiking to waterfalls.

Mark Lewis
Director of Operations

Mark Lewis, SHRM-CP
Director of Operations

Mark joined Parsec in 2007 as a Research & Trading Associate. Mark holds a Bachelor of Science degree in economics from the University of North Carolina at Wilmington. After diverse stints in the yacht and mortgage industries in Wilmington, NC, Mark returned home to Asheville in 1996 to begin his career in wealth management. By 2011, Mark became Director of Operations and now oversees Human Resources, facilities and data management. In 2018, he became a Society of Human Resource Management Certified Professional. When not at work, Mark, his wife and daughter enjoy water sports, traveling, and cheering on the North Carolina Tar Heels.

K. Allen Millsapps
Operations Associate

K. Allen Millsapps
Operations Associate

Allen joined Parsec in 2015. He holds a Bachelor of Business Administration in finance from the University of Georgia and is currently studying to obtain his CFP certification. His prior professional experience includes 10 years in the banking industry, working one-on-one with clients to handle a wide variety of personal and business needs. He also worked as a Registered Representative on the bank broker/dealer side and as a commercial underwriter. In his free time, he enjoys camping and hiking with his wife, daughter, and two border collies. He is also an avid road and mountain biker and loves living in the middle of the outdoor playground that is Asheville.

Brian Smith
Operations Associate

Brian Smith
Operations Associate

Brian joined Parsec in 2013. 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. His professional experience includes billing, bookkeeping, and defined benefit plans. In his spare time, Brian volunteers for a local Shakespeare theatre company.

Wm. Barton Boyer
Chairman of the Board

Wm. Barton Boyer
Chairman of the Board

Bart made his first investment at age 12 and has since gained more than 50 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 magazine. He has appeared as an investment and financial planning commentator on ABC’s Good Morning America program and the Fox television network, and has been quoted in the Wall Street Journal. He holds a Bachelor of Science in business from Arizona State University.

William S. Hansen
President Chief,
Investment Officer

William S. Hansen, CFA
President Chief | Investment Officer

Bill joined Parsec in 2003, and serves as both Chief Investment Officer and President for the firm. He graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Arts in finance, and studied management and economics abroad at Curtin University in Perth, Australia. Bill earned a Master of Business Administration degree 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. Prior to joining Parsec, Bill led the private client services division for a Chicago-based regional bank. He is a Chartered Financial Analyst charterholder. Bill is also a member of the CFA Institute and the CFA North Carolina Society. Bill has also been quoted in the Wall Street Journal.

Richard Manske
Chief Executive Officer

Richard Manske, CFP®, BFATM
Chief Executive Officer

Rick joined Parsec Financial in 1996 and serves as Parsec’s Chief Executive Officer. Rick graduated from Western Michigan University with a Bachelor of Business Administration degree with a concentration in finance. He is a Certified Financial PlannerTM practitioner, a Behavioral Financial AdvisorTM, a member of the Financial Planning Association and a Registered Financial Advisor of the National Association of Personal Financial Advisors. Rick enjoys being involved with his community; as such, he serves on the boards of Buncombe County Schools Foundation, the Southern Appalachian Highlands Conservancy and is a member of the Asheville Breakfast Rotary Club. He lives in Weaverville, NC with his three children and awesome wife.

Harli Palme
Chief Operating Officer, Chief Compliance Officer

Harli Palme, CFA, CFP®
Chief Operating Officer | Chief Compliance Officer

Harli joined Parsec in 2003 and serves as both Chief Operating Officer and Chief Compliance Officer for the firm. She is a CFA charterholder as well as a Certified Financial PlannerTM practitioner. Harli is a member of the CFA Institute, the CFA North Carolina Society, and the Financial Planning Association. She has a Bachelor of Arts in English and religion from Wake Forest University. Currently, she serves on the board of OnTrack Financial Education and Counseling. In her free time, Harli enjoys mountain biking, gardening and creative writing.

Travis Boyer
Senior Financial Advisor

Travis Boyer, CFA, CFP®
Senior Financial Advisor

Travis joined Parsec in 2012. He holds a Bachelor of Science degree in business administration from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst charterholder as well as a Certified Financial PlannerTM practitioner. Travis is a member of the CFA Institute and NAPFA. Previously he has worked as an Analyst with Wells Fargo Advisors and as a Client Service Associate with Edelman Financial Services. In his free time, he enjoys chasing his dog around WNC’s hiking trails with his wife, Jenny.

Michael E. Bruder
Partner

Michael E. Bruder, CFP®, CTFA
Partner

Michael joined Parsec in 2006, is a graduate of Western Carolina University, and holds a Bachelor’s of Science in social work and a Master of Arts in counseling. He is a Certified Financial PlannerTM practitioner and has earned the Certified Trust and Financial Advisor designation from the Institute of Certified Bankers. Michael’s career in the financial industry encompasses residential and commercial lending, personal and corporate trust services as well as retirement and investment services. His specialty is breaking down the complex world of trust into understandable layman concepts. He deems himself fortunate to be married to the love of his life, Paula, and to be dad to their three sons!

Betsy Cunagin
Senior Financial Advisor

Betsy Cunagin, CFP®
Senior Financial Advisor

Betsy joined Parsec in 2016. Betsy holds a Bachelor of Arts in art history from Davidson College and she is a Certified Financial PlannerTM practitioner. Betsy is also a member of the National Association of Personal Financial Advisors. 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 areas 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. She is also a 2018 Leadership Asheville graduate. Betsy is a recent transplant to the Asheville area, where she lives with her husband and 3 children.

Chad E. Foster
Financial Advisor

Chad E. Foster, CFP®, CDFATM
Financial Advisor

Chad has been with Parsec since 2014. Chad started working in the financial planning industry right after college, starting in the Washington, D.C./Baltimore area before making the transition to Asheville in 2014. He graduated from Loyola College in Maryland with a Bachelor of Arts in finance. He has been a Certified Financial PlannerTM practitioner since 2009. Also, as a Certified Divorce Financial Analyst® professional, he is able to help his clients navigate and better understand the short and long term financial impact of their divorce settlement. If he is not home with his wife Lindsey playing with their son, he can be found biking in the mountains or on the Blue Ridge Parkway.

Ashley Gragtmans
Financial Advisor,
Director of Marketing

Ashley Gragtmans, CFP®, BFATM
Financial Advisor, Director of Marketing

Ashley has been with Parsec since 2010. She started her wealth management career upon graduation from the University of North Carolina at Asheville with a Bachelor of Arts in both accounting and economics, and a minor in management. Building on her foundation in client service, she soon became a Certified Financial PlannerTM practitioner and joined the Financial Planner Association. Ashley was awarded the Claritas® Investment Certificate in 2014 by the CFA Institute. In 2018 she began and completed the courses to become a Behavioral Financial AdvisorTM. BFA practitioners help clients manage their emotions to make deliberate and strategic investment decisions. Ashley’s passion is to help clients align their money with their goals and values. In addition to her advisor role, she is also the Director of Marketing and the Chair of Parsec’s donations committee. Ashley is on the Pisgah Legal Young Professionals board and is active with the Women United committee of United Way. In her free time she enjoys being outside, hiking, mountain biking, gardening and spending time with her family.

Roger A. James, Jr.
Partner, Director of Trust

Roger A. James, Jr., JD, CTFA
Partner | 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.

Neal Nolan
Senior Financial Advisor,
Director of ERISA Services

Neal Nolan, CFP®, AIF®
Senior Financial Advisor | Director of ERISA Services

Neal joined Parsec in 2006. He graduated Magna Cum Laude from Western Carolina University with a Bachelor of Arts in business administration. Neal is a Certified Financial PlannerTM practitioner as well as an Accredited Investment Fiduciary designee. He is a member of the Financial Planning Association and the National Association of Plan Advisors. His previous experience includes service to our country as an Army medic, working for a local hospital, and working for a nationally known broker-dealer. This led him to pursue working for a fiduciary advisory firm. Neal’s personable approach makes him ideally suited as the firm’s Director of ERISA Services in which he manages the firm’s small business retirement plans. Neal and his wife Renee and their daughter Arial are grateful for the home-town community where they live. In his spare time, Neal enjoys vacationing, camping, mentoring children, fly fishing and is well known by his friends for his admiration of Walt Disney.

Dr. James F. Smith
Chief Economist

Dr. James F. Smith
Chief Economist

Jim joined the firm in February 2006 as Parsec’s first chief economist. He has had an outstanding 35-year career as an economist in academia, business, government, and trade associations. He is an elected Fellow of the National Association for Business Economics and has served as its President. His work career has included positions with 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. Since 1988, he has been an adjunct professor at the Kenan-Flagler Business School at UNC-Chapel Hill. He is a former member of the European Council of Economists and served as its co-chair. Jim is a member of the forecasting survey panels for Bloomberg, CNN, NABE, The Shiller/Zillow house price forecast, and The Wall Street Journal. He earned all three of his economics degrees from Southern Methodist University and became a Certified Business Economist® in NABE’s inaugural class in October 2015. He and his wife, Dr. Linda M. Topp, love to travel and write. They both contribute to Jim’s weekly blog at EconForecaster.com. Aside from his continuing fascination with macroeconomics, Jim also likes to play in two friendly duplicate bridge groups.

Ben Blake
Portfolio Manager

Ben Blake
Portfolio Manager

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 Master of Science in mathematics from Western Carolina University Ben holds a Bachelor of Science in civil engineering and a Master of Business Administration degree 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.

Sarah DerGarabedian
Director of Portfolio Management

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. A native of Atlanta, Sarah graduated magna cum laude from Wellesley College with a Bachelor of Arts degree in geology. 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. Outside of work, she pursues a variety of fitness and outdoor activities with friends and family, taking advantage of all the amenities the Asheville area has to offer.

Jessie Goodwin,
Portfolio Manager

Jessie Goodwin, CFP®
Portfolio Manager

Jessie joined Parsec in 2014. Jessie graduated Magna Cum Laude from the University of North Carolina Asheville with a Bachelor of Arts in economics and a minor in management. She is a Certified Financial PlannerTM practitioner. Before joining Parsec she worked for HomeTrust Bank and for a nationally known broker-dealer. Jessie serves on both the Development Council for the Western Carolina Medical Society’s Foundation and the Highland’s Circle Committee for United Way of Asheville and Buncombe County. In her free time, she enjoys gardening, hiking and camping with her husband and their two dogs and enjoying all that Western North Carolina has to offer with her friends and family.

Melissa Stamatiades
Portfolio Manager

Melissa Stamatiades
Portfolio Manager

Melissa joined Parsec in 2013. Melissa attended NC State’s College of Engineering and UNC Charlotte’s College of Business. She has Bachelor of Science in business administration with a concentration in finance. Melissa began her career with Wells Fargo (First Union) where she spent nearly a decade in Institutional Asset Management, Structured Finance and Securitization. She has also worked in real estate and in engineering for the Department of Justice. Melissa currently serves as the Treasurer on the Executive Committee and Board for Homeward Bound. She has also taught investment classes with OnTrack Financial Education and Counseling. In her free time, she enjoys reading, playing golf and playing tennis. Melissa lives in South Asheville with her family.

Kelly Anderson
Client Service Specialist

Kelly Anderson
Client Service Specialist

Kelly joined Parsec in 2016. She has a Bachelor of Science in 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.

Janine Bitz
Client Service Specialist

Janine Bitz
Client Service Specialist

Janine joined Parsec in 2016. Prior to joining the firm, she worked in marketing at a retirement community, and also has experience in event planning. Janine has a Bachelor of Science 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 traveling around the US, hot yoga and hiking with her rescue dogs. Janine spends her free time volunteering for local animal rescue groups.

Anna Bruder
Client Service Assistant

Anna Bruder
Client Service Specialist

Anna joined Parsec in 2017. Anna graduated with a Bachelor of Science in exercise and sports science as an athletic trainer, from the University of North Carolina at Chapel Hill. Prior to joining Parsec, Anna worked for orthopedic practices in Atlanta and in Asheville assisting physicians, surgeons, and patients. Anna grew up in North Carolina and enjoys spending time with her husband, exploring the outdoors with their dog, and traveling.

Misty Cardone
Client Service Specialist

Misty Cardone, FPQPTM
Client Service Specialist

Misty joined Parsec Financial in 2007. She holds a Bachelor of Science in health and wellness from Appalachian State University. She has worked for more than ten years in various positions in the customer service field. She attended Hawaii Pacific University, worked on a yacht in the Caribbean and lived in the Virgin Islands. Misty is also a Financial Paraplanner Qualified ProfessionalTM designee.

Anne A. Flink
Client Service Specialist

Anne A. Flink, AIF®, FPQPTM
Client Service Specialist

Anne joined Parsec in 2012. She has a Bachelor of Science in architecture from Arizona State University and is a native of Washington State. Anne is an Accredited Investment Fiduciary® designee and a Financial Paraplanner Qualified ProfessionalTM designee. Prior to joining the firm, Anne worked for a private oil and gas investment company based out of Scottsdale, Arizona. Her background includes six years in architecture as a custom residential and hospitality/resort designer. In her free time, Anne enjoys spending time with her family and friends outdoors.

Vicki Oxner
Receptionist

Vicki Oxner, FPQPTM
Receptionist

Vicki joined Parsec in 2007. She has past work experience 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 Financial Paraplanner Qualified ProfessionalTM designee. Vicki is a native of Western North Carolina and loves spending time with her family, along with her cat “Socks.” She is active in her church family and enjoys working out in her spare time.

Roberta Ratterree
Client Service Assistant

Roberta Ratterree
Client Service Assistant

Roberta joined Parsec in 2017. She works in our Asheville location but also supports our Tryon office. She graduated from the University of South Carolina with an Associate of Arts in business administration and from the South Carolina Bankers School with a focus in finance. Prior to joining Parsec, she worked for Bank of America in their operations division, human resources and the retail bank. Roberta is a North Carolina native and in her free time enjoys spending time with her golden retrievers, and with horses.

Wendy Stokes
Client Service Specialist

Wendy Stokes
Client Service Specialist

Wendy jointed Parsec in 2013 as a part of the Client Service team. 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, she worked in the Commercial Loan Department at First Union National Bank. Later, she attended 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 in 2013. In her free time, she enjoys spending time with family, golden retrievers and traveling.

Sherry Wells
Senior
Client Service Specialist

Sherry Wells, CTFA
Senior Client Service Specialist

Sherry joined Parsec in 2007, after spending 25 years at Wachovia Bank as a trust administrator. 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 designation from the Institute of Certified Bankers.

Heidi Clark
Financial Planner

Heidi Clark
Financial Planner

Heidi joined Parsec in 2014. She holds a Bachelor of Business Administration in finance from the University of Georgia. Heidi’s professional experience includes asset management and personal banking. Prior to joining the Parsec team, she worked for an investment firm in Atlanta, GA specializing in debt receivables. In her free time, she enjoys hiking, exploring the outdoors with her husband and beagle, and spending time with family and friends.

Mike Sellers
Financial Planner

Mike Sellers
Financial Planner

Mike joined Parsec in 2015. A native of Kannapolis, NC, Mike has lived in his adopted home of Asheville since 2010. He graduated from Campbell University’s Trust program with Bachelor of Business Administration in trust and investment management with a minor in financial planning. During his time at Campbell, he also earned his Master of Business Administration. Prior to joining Parsec, Mike worked in the trust department of a national bank in Macon, GA, and Asheville. On the weekends Mike can be found enjoying the local rivers and streams with a fly rod in hand or splashing in the water with his wife and two children.

Cristy Freeman
Senior Operations Associate

Cristy Freeman, AAMS®
Senior Operations Associate

Cristy has been with Parsec since 1992 and acts as the firm’s unofficial historian. 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. Cristy calculates the firm’s performance data, coordinates the publication of the company’s newsletter, and manages IT activities and special projects. Cristy is an Accredited Asset Management SpecialistSM designee.

Laura Greene
Operations Associate

Laura Greene, FPQPTM
Operations Associate

Laura joined our Asheville office in 2012 as a Client Service Specialist. In 2016, she transitioned her skills into the Operations Department as an associate. Prior to working at Parsec, she used her talents in the hospitality industry by working in the catering/sales department at a local resort hotel. Laura received her Bachelor of Science in business administration at the University of South Carolina and is also a Financial Paraplanner Qualified ProfessionalTM designee. During her free time, she enjoys spending time on the lake with her husband and two boys and cheering on the Gamecocks!

Lori King
Compliance & Marketing Associate

Lori King, FPQPTM, BFATM
Compliance & Marketing Associate

Lori joined Parsec in 2015 as a part of the Client Service team. In 2018, she shifted roles to work in compliance and marketing. She holds an Associate of Arts degree in business management and has a background in personal and mortgage lending, insurance, planning for Medicare and tax preparation. She holds all four North Carolina Insurance Licenses and is a Financial Paraplanner Qualified ProfessionalTM designee. Lori is a veteran of the United States Marine Corps and in her free time she enjoys spending time with her family, traveling and hiking to waterfalls.

Mark Lewis
Director of Operations

Mark Lewis, SHRM-CP
Director of Operations

Mark joined Parsec in 2007 as a Research & Trading Associate. Mark holds a Bachelor of Science degree in economics from the University of North Carolina at Wilmington. After diverse stints in the yacht and mortgage industries in Wilmington, NC, Mark returned home to Asheville in 1996 to begin his career in wealth management. By 2011, Mark became Director of Operations and now oversees Human Resources, facilities and data management. In 2018, he became a Society of Human Resource Management Certified Professional. When not at work, Mark, his wife and daughter enjoy water sports, traveling, and cheering on the North Carolina Tar Heels.

K. Allen Millsapps
Operations Associate

K. Allen Millsapps
Operations Associate

Allen joined Parsec in 2015. He holds a Bachelor of Business Administration in finance from the University of Georgia and is currently studying to obtain his CFP certification. His prior professional experience includes 10 years in the banking industry, working one-on-one with clients to handle a wide variety of personal and business needs. He also worked as a Registered Representative on the bank broker/dealer side and as a commercial underwriter. In his free time, he enjoys camping and hiking with his wife, daughter, and two border collies. He is also an avid road and mountain biker and loves living in the middle of the outdoor playground that is Asheville.

Brian Smith
Operations Associate

Brian Smith
Operations Associate

Brian joined Parsec in 2013. 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. His professional experience includes billing, bookkeeping, and defined benefit plans. In his spare time, Brian volunteers for a local Shakespeare theatre company.

Meet Our Asheville Team

Select a Department to View Team Members

Wm. Barton Boyer
Chairman of the Board

Wm. Barton Boyer
Chairman of the Board

Bart made his first investment at age 12 and has since gained more than 50 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 magazine. He has appeared as an investment and financial planning commentator on ABC’s Good Morning America program and the Fox television network, and has been quoted in the Wall Street Journal. He holds a Bachelor of Science in business from Arizona State University.

William S. Hansen
President Chief,
Investment Officer

William S. Hansen, CFA
President Chief | Investment Officer

Bill joined Parsec in 2003, and serves as both Chief Investment Officer and President for the firm. He graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Arts in finance, and studied management and economics abroad at Curtin University in Perth, Australia. Bill earned a Master of Business Administration degree 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. Prior to joining Parsec, Bill led the private client services division for a Chicago-based regional bank. He is a Chartered Financial Analyst charterholder. Bill is also a member of the CFA Institute and the CFA North Carolina Society. Bill has also been quoted in the Wall Street Journal.

Richard Manske
Chief Executive Officer

Richard Manske, CFP®, BFATM
Chief Executive Officer

Rick joined Parsec Financial in 1996 and serves as Parsec’s Chief Executive Officer. Rick graduated from Western Michigan University with a Bachelor of Business Administration degree with a concentration in finance. He is a Certified Financial PlannerTM practitioner, a Behavioral Financial AdvisorTM, a member of the Financial Planning Association and a Registered Financial Advisor of the National Association of Personal Financial Advisors. Rick enjoys being involved with his community; as such, he serves on the boards of Buncombe County Schools Foundation, the Southern Appalachian Highlands Conservancy and is a member of the Asheville Breakfast Rotary Club. He lives in Weaverville, NC with his three children and awesome wife.

Harli Palme
Chief Operating Officer, Chief Compliance Officer

Harli Palme, CFA, CFP®
Chief Operating Officer | Chief Compliance Officer

Harli joined Parsec in 2003 and serves as both Chief Operating Officer and Chief Compliance Officer for the firm. She is a CFA charterholder as well as a Certified Financial PlannerTM practitioner. Harli is a member of the CFA Institute, the CFA North Carolina Society, and the Financial Planning Association. She has a Bachelor of Arts in English and religion from Wake Forest University. Currently, she serves on the board of OnTrack Financial Education and Counseling. In her free time, Harli enjoys mountain biking, gardening and creative writing.

Travis Boyer
Senior Financial Advisor

Travis Boyer, CFA, CFP®
Senior Financial Advisor

Travis joined Parsec in 2012. He holds a Bachelor of Science degree in business administration from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst charterholder as well as a Certified Financial PlannerTM practitioner. Travis is a member of the CFA Institute and NAPFA. Previously he has worked as an Analyst with Wells Fargo Advisors and as a Client Service Associate with Edelman Financial Services. In his free time, he enjoys chasing his dog around WNC’s hiking trails with his wife, Jenny.

Michael E. Bruder
Partner

Michael E. Bruder, CFP®, CTFA
Partner

Michael joined Parsec in 2006, is a graduate of Western Carolina University, and holds a Bachelor’s of Science in social work and a Master of Arts in counseling. He is a Certified Financial PlannerTM practitioner and has earned the Certified Trust and Financial Advisor designation from the Institute of Certified Bankers. Michael’s career in the financial industry encompasses residential and commercial lending, personal and corporate trust services as well as retirement and investment services. His specialty is breaking down the complex world of trust into understandable layman concepts. He deems himself fortunate to be married to the love of his life, Paula, and to be dad to their three sons!

Betsy Cunagin
Senior Financial Advisor

Betsy Cunagin, CFP®
Senior Financial Advisor

Betsy joined Parsec in 2016. Betsy holds a Bachelor of Arts in art history from Davidson College and she is a Certified Financial PlannerTM practitioner. Betsy is also a member of the National Association of Personal Financial Advisors. 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 areas 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. She is also a 2018 Leadership Asheville graduate. Betsy is a recent transplant to the Asheville area, where she lives with her husband and 3 children.

Chad E. Foster
Financial Advisor

Chad E. Foster, CFP®, CDFATM
Financial Advisor

Chad has been with Parsec since 2014. Chad started working in the financial planning industry right after college, starting in the Washington, D.C./Baltimore area before making the transition to Asheville in 2014. He graduated from Loyola College in Maryland with a Bachelor of Arts in finance. He has been a Certified Financial PlannerTM practitioner since 2009. Also, as a Certified Divorce Financial Analyst® professional, he is able to help his clients navigate and better understand the short and long term financial impact of their divorce settlement. If he is not home with his wife Lindsey playing with their son, he can be found biking in the mountains or on the Blue Ridge Parkway.

Ashley Gragtmans
Financial Advisor,
Director of Marketing

Ashley Gragtmans, CFP®, BFATM
Financial Advisor, Director of Marketing

Ashley has been with Parsec since 2010. She started her wealth management career upon graduation from the University of North Carolina at Asheville with a Bachelor of Arts in both accounting and economics, and a minor in management. Building on her foundation in client service, she soon became a Certified Financial PlannerTM practitioner and joined the Financial Planner Association. Ashley was awarded the Claritas® Investment Certificate in 2014 by the CFA Institute. In 2018 she began and completed the courses to become a Behavioral Financial AdvisorTM. BFA practitioners help clients manage their emotions to make deliberate and strategic investment decisions. Ashley’s passion is to help clients align their money with their goals and values. In addition to her advisor role, she is also the Director of Marketing and the Chair of Parsec’s donations committee. Ashley is on the Pisgah Legal Young Professionals board and is active with the Women United committee of United Way. In her free time she enjoys being outside, hiking, mountain biking, gardening and spending time with her family.

Roger A. James, Jr.
Partner, Director of Trust

Roger A. James, Jr., JD, CTFA
Partner | 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.

Neal Nolan
Senior Financial Advisor,
Director of ERISA Services

Neal Nolan, CFP®, AIF®
Senior Financial Advisor | Director of ERISA Services

Neal joined Parsec in 2006. He graduated Magna Cum Laude from Western Carolina University with a Bachelor of Arts in business administration. Neal is a Certified Financial PlannerTM practitioner as well as an Accredited Investment Fiduciary designee. He is a member of the Financial Planning Association and the National Association of Plan Advisors. His previous experience includes service to our country as an Army medic, working for a local hospital, and working for a nationally known broker-dealer. This led him to pursue working for a fiduciary advisory firm. Neal’s personable approach makes him ideally suited as the firm’s Director of ERISA Services in which he manages the firm’s small business retirement plans. Neal and his wife Renee and their daughter Arial are grateful for the home-town community where they live. In his spare time, Neal enjoys vacationing, camping, mentoring children, fly fishing and is well known by his friends for his admiration of Walt Disney.

Dr. James F. Smith
Chief Economist

Dr. James F. Smith
Chief Economist

Jim joined the firm in February 2006 as Parsec’s first chief economist. He has had an outstanding 35-year career as an economist in academia, business, government, and trade associations. He is an elected Fellow of the National Association for Business Economics and has served as its President. His work career has included positions with 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. Since 1988, he has been an adjunct professor at the Kenan-Flagler Business School at UNC-Chapel Hill. He is a former member of the European Council of Economists and served as its co-chair. Jim is a member of the forecasting survey panels for Bloomberg, CNN, NABE, The Shiller/Zillow house price forecast, and The Wall Street Journal. He earned all three of his economics degrees from Southern Methodist University and became a Certified Business Economist® in NABE’s inaugural class in October 2015. He and his wife, Dr. Linda M. Topp, love to travel and write. They both contribute to Jim’s weekly blog at EconForecaster.com. Aside from his continuing fascination with macroeconomics, Jim also likes to play in two friendly duplicate bridge groups.

Ben Blake
Portfolio Manager

Ben Blake
Portfolio Manager

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 Master of Science in mathematics from Western Carolina University Ben holds a Bachelor of Science in civil engineering and a Master of Business Administration degree 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.

Sarah DerGarabedian
Director of Portfolio Management

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. A native of Atlanta, Sarah graduated magna cum laude from Wellesley College with a Bachelor of Arts degree in geology. 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. Outside of work, she pursues a variety of fitness and outdoor activities with friends and family, taking advantage of all the amenities the Asheville area has to offer.

Jessie Goodwin,
Portfolio Manager

Jessie Goodwin, CFP®
Portfolio Manager

Jessie joined Parsec in 2014. Jessie graduated Magna Cum Laude from the University of North Carolina Asheville with a Bachelor of Arts in economics and a minor in management. She is a Certified Financial PlannerTM practitioner. Before joining Parsec she worked for HomeTrust Bank and for a nationally known broker-dealer. Jessie serves on both the Development Council for the Western Carolina Medical Society’s Foundation and the Highland’s Circle Committee for United Way of Asheville and Buncombe County. In her free time, she enjoys gardening, hiking and camping with her husband and their two dogs and enjoying all that Western North Carolina has to offer with her friends and family.

Melissa Stamatiades
Portfolio Manager

Melissa Stamatiades
Portfolio Manager

Melissa joined Parsec in 2013. Melissa attended NC State’s College of Engineering and UNC Charlotte’s College of Business. She has Bachelor of Science in business administration with a concentration in finance. Melissa began her career with Wells Fargo (First Union) where she spent nearly a decade in Institutional Asset Management, Structured Finance and Securitization. She has also worked in real estate and in engineering for the Department of Justice. Melissa currently serves as the Treasurer on the Executive Committee and Board for Homeward Bound. She has also taught investment classes with OnTrack Financial Education and Counseling. In her free time, she enjoys reading, playing golf and playing tennis. Melissa lives in South Asheville with her family.

Kelly Anderson
Client Service Specialist

Kelly Anderson
Client Service Specialist

Kelly joined Parsec in 2016. She has a Bachelor of Science in 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.

Janine Bitz
Client Service Specialist

Janine Bitz
Client Service Specialist

Janine joined Parsec in 2016. Prior to joining the firm, she worked in marketing at a retirement community, and also has experience in event planning. Janine has a Bachelor of Science 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 traveling around the US, hot yoga and hiking with her rescue dogs. Janine spends her free time volunteering for local animal rescue groups.

Anna Bruder
Client Service Assistant

Anna Bruder
Client Service Specialist

Anna joined Parsec in 2017. Anna graduated with a Bachelor of Science in exercise and sports science as an athletic trainer, from the University of North Carolina at Chapel Hill. Prior to joining Parsec, Anna worked for orthopedic practices in Atlanta and in Asheville assisting physicians, surgeons, and patients. Anna grew up in North Carolina and enjoys spending time with her husband, exploring the outdoors with their dog, and traveling.

Misty Cardone
Client Service Specialist

Misty Cardone, FPQPTM
Client Service Specialist

Misty joined Parsec Financial in 2007. She holds a Bachelor of Science in health and wellness from Appalachian State University. She has worked for more than ten years in various positions in the customer service field. She attended Hawaii Pacific University, worked on a yacht in the Caribbean and lived in the Virgin Islands. Misty is also a Financial Paraplanner Qualified ProfessionalTM designee.

Anne A. Flink
Client Service Specialist

Anne A. Flink, AIF®, FPQPTM
Client Service Specialist

Anne joined Parsec in 2012. She has a Bachelor of Science in architecture from Arizona State University and is a native of Washington State. Anne is an Accredited Investment Fiduciary® designee and a Financial Paraplanner Qualified ProfessionalTM designee. Prior to joining the firm, Anne worked for a private oil and gas investment company based out of Scottsdale, Arizona. Her background includes six years in architecture as a custom residential and hospitality/resort designer. In her free time, Anne enjoys spending time with her family and friends outdoors.

Vicki Oxner
Receptionist

Vicki Oxner, FPQPTM
Receptionist

Vicki joined Parsec in 2007. She has past work experience 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 Financial Paraplanner Qualified ProfessionalTM designee. Vicki is a native of Western North Carolina and loves spending time with her family, along with her cat “Socks.” She is active in her church family and enjoys working out in her spare time.

Roberta Ratterree
Client Service Assistant

Roberta Ratterree
Client Service Assistant

Roberta joined Parsec in 2017. She works in our Asheville location but also supports our Tryon office. She graduated from the University of South Carolina with an Associate of Arts in business administration and from the South Carolina Bankers School with a focus in finance. Prior to joining Parsec, she worked for Bank of America in their operations division, human resources and the retail bank. Roberta is a North Carolina native and in her free time enjoys spending time with her golden retrievers, and with horses.

Wendy Stokes
Client Service Specialist

Wendy Stokes
Client Service Specialist

Wendy jointed Parsec in 2013 as a part of the Client Service team. 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, she worked in the Commercial Loan Department at First Union National Bank. Later, she attended 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 in 2013. In her free time, she enjoys spending time with family, golden retrievers and traveling.

Sherry Wells
Senior
Client Service Specialist

Sherry Wells, CTFA
Senior Client Service Specialist

Sherry joined Parsec in 2007, after spending 25 years at Wachovia Bank as a trust administrator. 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 designation from the Institute of Certified Bankers.

Heidi Clark
Financial Planner

Heidi Clark
Financial Planner

Heidi joined Parsec in 2014. She holds a Bachelor of Business Administration in finance from the University of Georgia. Heidi’s professional experience includes asset management and personal banking. Prior to joining the Parsec team, she worked for an investment firm in Atlanta, GA specializing in debt receivables. In her free time, she enjoys hiking, exploring the outdoors with her husband and beagle, and spending time with family and friends.

Mike Sellers
Financial Planner

Mike Sellers
Financial Planner

Mike joined Parsec in 2015. A native of Kannapolis, NC, Mike has lived in his adopted home of Asheville since 2010. He graduated from Campbell University’s Trust program with Bachelor of Business Administration in trust and investment management with a minor in financial planning. During his time at Campbell, he also earned his Master of Business Administration. Prior to joining Parsec, Mike worked in the trust department of a national bank in Macon, GA, and Asheville. On the weekends Mike can be found enjoying the local rivers and streams with a fly rod in hand or splashing in the water with his wife and two children.

Cristy Freeman
Senior Operations Associate

Cristy Freeman, AAMS®
Senior Operations Associate

Cristy has been with Parsec since 1992 and acts as the firm’s unofficial historian. 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. Cristy calculates the firm’s performance data, coordinates the publication of the company’s newsletter, and manages IT activities and special projects. Cristy is an Accredited Asset Management SpecialistSM designee.

Laura Greene
Operations Associate

Laura Greene, FPQPTM
Operations Associate

Laura joined our Asheville office in 2012 as a Client Service Specialist. In 2016, she transitioned her skills into the Operations Department as an associate. Prior to working at Parsec, she used her talents in the hospitality industry by working in the catering/sales department at a local resort hotel. Laura received her Bachelor of Science in business administration at the University of South Carolina and is also a Financial Paraplanner Qualified ProfessionalTM designee. During her free time, she enjoys spending time on the lake with her husband and two boys and cheering on the Gamecocks!

Lori King
Compliance & Marketing Associate

Lori King, FPQPTM, BFATM
Compliance & Marketing Associate

Lori joined Parsec in 2015 as a part of the Client Service team. In 2018, she shifted roles to work in compliance and marketing. She holds an Associate of Arts degree in business management and has a background in personal and mortgage lending, insurance, planning for Medicare and tax preparation. She holds all four North Carolina Insurance Licenses and is a Financial Paraplanner Qualified ProfessionalTM designee. Lori is a veteran of the United States Marine Corps and in her free time she enjoys spending time with her family, traveling and hiking to waterfalls.

Mark Lewis
Director of Operations

Mark Lewis, SHRM-CP
Director of Operations

Mark joined Parsec in 2007 as a Research & Trading Associate. Mark holds a Bachelor of Science degree in economics from the University of North Carolina at Wilmington. After diverse stints in the yacht and mortgage industries in Wilmington, NC, Mark returned home to Asheville in 1996 to begin his career in wealth management. By 2011, Mark became Director of Operations and now oversees Human Resources, facilities and data management. In 2018, he became a Society of Human Resource Management Certified Professional. When not at work, Mark, his wife and daughter enjoy water sports, traveling, and cheering on the North Carolina Tar Heels.

K. Allen Millsapps
Operations Associate

K. Allen Millsapps
Operations Associate

Allen joined Parsec in 2015. He holds a Bachelor of Business Administration in finance from the University of Georgia and is currently studying to obtain his CFP certification. His prior professional experience includes 10 years in the banking industry, working one-on-one with clients to handle a wide variety of personal and business needs. He also worked as a Registered Representative on the bank broker/dealer side and as a commercial underwriter. In his free time, he enjoys camping and hiking with his wife, daughter, and two border collies. He is also an avid road and mountain biker and loves living in the middle of the outdoor playground that is Asheville.

Brian Smith
Operations Associate

Brian Smith
Operations Associate

Brian joined Parsec in 2013. 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. His professional experience includes billing, bookkeeping, and defined benefit plans. In his spare time, Brian volunteers for a local Shakespeare theatre company.

Wm. Barton Boyer
Chairman of the Board

Wm. Barton Boyer
Chairman of the Board

Bart made his first investment at age 12 and has since gained more than 50 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 magazine. He has appeared as an investment and financial planning commentator on ABC’s Good Morning America program and the Fox television network, and has been quoted in the Wall Street Journal. He holds a Bachelor of Science in business from Arizona State University.

William S. Hansen
President Chief,
Investment Officer

William S. Hansen, CFA
President Chief | Investment Officer

Bill joined Parsec in 2003, and serves as both Chief Investment Officer and President for the firm. He graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Arts in finance, and studied management and economics abroad at Curtin University in Perth, Australia. Bill earned a Master of Business Administration degree 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. Prior to joining Parsec, Bill led the private client services division for a Chicago-based regional bank. He is a Chartered Financial Analyst charterholder. Bill is also a member of the CFA Institute and the CFA North Carolina Society. Bill has also been quoted in the Wall Street Journal.

Richard Manske
Chief Executive Officer

Richard Manske, CFP®, BFATM
Chief Executive Officer

Rick joined Parsec Financial in 1996 and serves as Parsec’s Chief Executive Officer. Rick graduated from Western Michigan University with a Bachelor of Business Administration degree with a concentration in finance. He is a Certified Financial PlannerTM practitioner, a Behavioral Financial AdvisorTM, a member of the Financial Planning Association and a Registered Financial Advisor of the National Association of Personal Financial Advisors. Rick enjoys being involved with his community; as such, he serves on the boards of Buncombe County Schools Foundation, the Southern Appalachian Highlands Conservancy and is a member of the Asheville Breakfast Rotary Club. He lives in Weaverville, NC with his three children and awesome wife.

Harli Palme
Chief Operating Officer, Chief Compliance Officer

Harli Palme, CFA, CFP®
Chief Operating Officer | Chief Compliance Officer

Harli joined Parsec in 2003 and serves as both Chief Operating Officer and Chief Compliance Officer for the firm. She is a CFA charterholder as well as a Certified Financial PlannerTM practitioner. Harli is a member of the CFA Institute, the CFA North Carolina Society, and the Financial Planning Association. She has a Bachelor of Arts in English and religion from Wake Forest University. Currently, she serves on the board of OnTrack Financial Education and Counseling. In her free time, Harli enjoys mountain biking, gardening and creative writing.

Travis Boyer
Senior Financial Advisor

Travis Boyer, CFA, CFP®
Senior Financial Advisor

Travis joined Parsec in 2012. He holds a Bachelor of Science degree in business administration from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst charterholder as well as a Certified Financial PlannerTM practitioner. Travis is a member of the CFA Institute and NAPFA. Previously he has worked as an Analyst with Wells Fargo Advisors and as a Client Service Associate with Edelman Financial Services. In his free time, he enjoys chasing his dog around WNC’s hiking trails with his wife, Jenny.

Michael E. Bruder
Partner

Michael E. Bruder, CFP®, CTFA
Partner

Michael joined Parsec in 2006, is a graduate of Western Carolina University, and holds a Bachelor’s of Science in social work and a Master of Arts in counseling. He is a Certified Financial PlannerTM practitioner and has earned the Certified Trust and Financial Advisor designation from the Institute of Certified Bankers. Michael’s career in the financial industry encompasses residential and commercial lending, personal and corporate trust services as well as retirement and investment services. His specialty is breaking down the complex world of trust into understandable layman concepts. He deems himself fortunate to be married to the love of his life, Paula, and to be dad to their three sons!

Betsy Cunagin
Senior Financial Advisor

Betsy Cunagin, CFP®
Senior Financial Advisor

Betsy joined Parsec in 2016. Betsy holds a Bachelor of Arts in art history from Davidson College and she is a Certified Financial PlannerTM practitioner. Betsy is also a member of the National Association of Personal Financial Advisors. 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 areas 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. She is also a 2018 Leadership Asheville graduate. Betsy is a recent transplant to the Asheville area, where she lives with her husband and 3 children.

Chad E. Foster
Financial Advisor

Chad E. Foster, CFP®, CDFATM
Financial Advisor

Chad has been with Parsec since 2014. Chad started working in the financial planning industry right after college, starting in the Washington, D.C./Baltimore area before making the transition to Asheville in 2014. He graduated from Loyola College in Maryland with a Bachelor of Arts in finance. He has been a Certified Financial PlannerTM practitioner since 2009. Also, as a Certified Divorce Financial Analyst® professional, he is able to help his clients navigate and better understand the short and long term financial impact of their divorce settlement. If he is not home with his wife Lindsey playing with their son, he can be found biking in the mountains or on the Blue Ridge Parkway.

Ashley Gragtmans
Financial Advisor,
Director of Marketing

Ashley Gragtmans, CFP®, BFATM
Financial Advisor, Director of Marketing

Ashley has been with Parsec since 2010. She started her wealth management career upon graduation from the University of North Carolina at Asheville with a Bachelor of Arts in both accounting and economics, and a minor in management. Building on her foundation in client service, she soon became a Certified Financial PlannerTM practitioner and joined the Financial Planner Association. Ashley was awarded the Claritas® Investment Certificate in 2014 by the CFA Institute. In 2018 she began and completed the courses to become a Behavioral Financial AdvisorTM. BFA practitioners help clients manage their emotions to make deliberate and strategic investment decisions. Ashley’s passion is to help clients align their money with their goals and values. In addition to her advisor role, she is also the Director of Marketing and the Chair of Parsec’s donations committee. Ashley is on the Pisgah Legal Young Professionals board and is active with the Women United committee of United Way. In her free time she enjoys being outside, hiking, mountain biking, gardening and spending time with her family.

Roger A. James, Jr.
Partner, Director of Trust

Roger A. James, Jr., JD, CTFA
Partner | 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.

Neal Nolan
Senior Financial Advisor,
Director of ERISA Services

Neal Nolan, CFP®, AIF®
Senior Financial Advisor | Director of ERISA Services

Neal joined Parsec in 2006. He graduated Magna Cum Laude from Western Carolina University with a Bachelor of Arts in business administration. Neal is a Certified Financial PlannerTM practitioner as well as an Accredited Investment Fiduciary designee. He is a member of the Financial Planning Association and the National Association of Plan Advisors. His previous experience includes service to our country as an Army medic, working for a local hospital, and working for a nationally known broker-dealer. This led him to pursue working for a fiduciary advisory firm. Neal’s personable approach makes him ideally suited as the firm’s Director of ERISA Services in which he manages the firm’s small business retirement plans. Neal and his wife Renee and their daughter Arial are grateful for the home-town community where they live. In his spare time, Neal enjoys vacationing, camping, mentoring children, fly fishing and is well known by his friends for his admiration of Walt Disney.

Dr. James F. Smith
Chief Economist

Dr. James F. Smith
Chief Economist

Jim joined the firm in February 2006 as Parsec’s first chief economist. He has had an outstanding 35-year career as an economist in academia, business, government, and trade associations. He is an elected Fellow of the National Association for Business Economics and has served as its President. His work career has included positions with 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. Since 1988, he has been an adjunct professor at the Kenan-Flagler Business School at UNC-Chapel Hill. He is a former member of the European Council of Economists and served as its co-chair. Jim is a member of the forecasting survey panels for Bloomberg, CNN, NABE, The Shiller/Zillow house price forecast, and The Wall Street Journal. He earned all three of his economics degrees from Southern Methodist University and became a Certified Business Economist® in NABE’s inaugural class in October 2015. He and his wife, Dr. Linda M. Topp, love to travel and write. They both contribute to Jim’s weekly blog at EconForecaster.com. Aside from his continuing fascination with macroeconomics, Jim also likes to play in two friendly duplicate bridge groups.

Ben Blake
Portfolio Manager

Ben Blake
Portfolio Manager

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 Master of Science in mathematics from Western Carolina University Ben holds a Bachelor of Science in civil engineering and a Master of Business Administration degree 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.

Sarah DerGarabedian
Director of Portfolio Management

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. A native of Atlanta, Sarah graduated magna cum laude from Wellesley College with a Bachelor of Arts degree in geology. 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. Outside of work, she pursues a variety of fitness and outdoor activities with friends and family, taking advantage of all the amenities the Asheville area has to offer.

Jessie Goodwin,
Portfolio Manager

Jessie Goodwin, CFP®
Portfolio Manager

Jessie joined Parsec in 2014. Jessie graduated Magna Cum Laude from the University of North Carolina Asheville with a Bachelor of Arts in economics and a minor in management. She is a Certified Financial PlannerTM practitioner. Before joining Parsec she worked for HomeTrust Bank and for a nationally known broker-dealer. Jessie serves on both the Development Council for the Western Carolina Medical Society’s Foundation and the Highland’s Circle Committee for United Way of Asheville and Buncombe County. In her free time, she enjoys gardening, hiking and camping with her husband and their two dogs and enjoying all that Western North Carolina has to offer with her friends and family.

Melissa Stamatiades
Portfolio Manager

Melissa Stamatiades
Portfolio Manager

Melissa joined Parsec in 2013. Melissa attended NC State’s College of Engineering and UNC Charlotte’s College of Business. She has Bachelor of Science in business administration with a concentration in finance. Melissa began her career with Wells Fargo (First Union) where she spent nearly a decade in Institutional Asset Management, Structured Finance and Securitization. She has also worked in real estate and in engineering for the Department of Justice. Melissa currently serves as the Treasurer on the Executive Committee and Board for Homeward Bound. She has also taught investment classes with OnTrack Financial Education and Counseling. In her free time, she enjoys reading, playing golf and playing tennis. Melissa lives in South Asheville with her family.

Kelly Anderson
Client Service Specialist

Kelly Anderson
Client Service Specialist

Kelly joined Parsec in 2016. She has a Bachelor of Science in 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.

Janine Bitz
Client Service Specialist

Janine Bitz
Client Service Specialist

Janine joined Parsec in 2016. Prior to joining the firm, she worked in marketing at a retirement community, and also has experience in event planning. Janine has a Bachelor of Science 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 traveling around the US, hot yoga and hiking with her rescue dogs. Janine spends her free time volunteering for local animal rescue groups.

Anna Bruder
Client Service Assistant

Anna Bruder
Client Service Specialist

Anna joined Parsec in 2017. Anna graduated with a Bachelor of Science in exercise and sports science as an athletic trainer, from the University of North Carolina at Chapel Hill. Prior to joining Parsec, Anna worked for orthopedic practices in Atlanta and in Asheville assisting physicians, surgeons, and patients. Anna grew up in North Carolina and enjoys spending time with her husband, exploring the outdoors with their dog, and traveling.

Misty Cardone
Client Service Specialist

Misty Cardone, FPQPTM
Client Service Specialist

Misty joined Parsec Financial in 2007. She holds a Bachelor of Science in health and wellness from Appalachian State University. She has worked for more than ten years in various positions in the customer service field. She attended Hawaii Pacific University, worked on a yacht in the Caribbean and lived in the Virgin Islands. Misty is also a Financial Paraplanner Qualified ProfessionalTM designee.

Anne A. Flink
Client Service Specialist

Anne A. Flink, AIF®, FPQPTM
Client Service Specialist

Anne joined Parsec in 2012. She has a Bachelor of Science in architecture from Arizona State University and is a native of Washington State. Anne is an Accredited Investment Fiduciary® designee and a Financial Paraplanner Qualified ProfessionalTM designee. Prior to joining the firm, Anne worked for a private oil and gas investment company based out of Scottsdale, Arizona. Her background includes six years in architecture as a custom residential and hospitality/resort designer. In her free time, Anne enjoys spending time with her family and friends outdoors.

Vicki Oxner
Receptionist

Vicki Oxner, FPQPTM
Receptionist

Vicki joined Parsec in 2007. She has past work experience 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 Financial Paraplanner Qualified ProfessionalTM designee. Vicki is a native of Western North Carolina and loves spending time with her family, along with her cat “Socks.” She is active in her church family and enjoys working out in her spare time.

Roberta Ratterree
Client Service Assistant

Roberta Ratterree
Client Service Assistant

Roberta joined Parsec in 2017. She works in our Asheville location but also supports our Tryon office. She graduated from the University of South Carolina with an Associate of Arts in business administration and from the South Carolina Bankers School with a focus in finance. Prior to joining Parsec, she worked for Bank of America in their operations division, human resources and the retail bank. Roberta is a North Carolina native and in her free time enjoys spending time with her golden retrievers, and with horses.

Wendy Stokes
Client Service Specialist

Wendy Stokes
Client Service Specialist

Wendy jointed Parsec in 2013 as a part of the Client Service team. 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, she worked in the Commercial Loan Department at First Union National Bank. Later, she attended 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 in 2013. In her free time, she enjoys spending time with family, golden retrievers and traveling.

Sherry Wells
Senior
Client Service Specialist

Sherry Wells, CTFA
Senior Client Service Specialist

Sherry joined Parsec in 2007, after spending 25 years at Wachovia Bank as a trust administrator. 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 designation from the Institute of Certified Bankers.

Heidi Clark
Financial Planner

Heidi Clark
Financial Planner

Heidi joined Parsec in 2014. She holds a Bachelor of Business Administration in finance from the University of Georgia. Heidi’s professional experience includes asset management and personal banking. Prior to joining the Parsec team, she worked for an investment firm in Atlanta, GA specializing in debt receivables. In her free time, she enjoys hiking, exploring the outdoors with her husband and beagle, and spending time with family and friends.

Mike Sellers
Financial Planner

Mike Sellers
Financial Planner

Mike joined Parsec in 2015. A native of Kannapolis, NC, Mike has lived in his adopted home of Asheville since 2010. He graduated from Campbell University’s Trust program with Bachelor of Business Administration in trust and investment management with a minor in financial planning. During his time at Campbell, he also earned his Master of Business Administration. Prior to joining Parsec, Mike worked in the trust department of a national bank in Macon, GA, and Asheville. On the weekends Mike can be found enjoying the local rivers and streams with a fly rod in hand or splashing in the water with his wife and two children.

Cristy Freeman
Senior Operations Associate

Cristy Freeman, AAMS®
Senior Operations Associate

Cristy has been with Parsec since 1992 and acts as the firm’s unofficial historian. 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. Cristy calculates the firm’s performance data, coordinates the publication of the company’s newsletter, and manages IT activities and special projects. Cristy is an Accredited Asset Management SpecialistSM designee.

Laura Greene
Operations Associate

Laura Greene, FPQPTM
Operations Associate

Laura joined our Asheville office in 2012 as a Client Service Specialist. In 2016, she transitioned her skills into the Operations Department as an associate. Prior to working at Parsec, she used her talents in the hospitality industry by working in the catering/sales department at a local resort hotel. Laura received her Bachelor of Science in business administration at the University of South Carolina and is also a Financial Paraplanner Qualified ProfessionalTM designee. During her free time, she enjoys spending time on the lake with her husband and two boys and cheering on the Gamecocks!

Lori King
Compliance & Marketing Associate

Lori King, FPQPTM, BFATM
Compliance & Marketing Associate

Lori joined Parsec in 2015 as a part of the Client Service team. In 2018, she shifted roles to work in compliance and marketing. She holds an Associate of Arts degree in business management and has a background in personal and mortgage lending, insurance, planning for Medicare and tax preparation. She holds all four North Carolina Insurance Licenses and is a Financial Paraplanner Qualified ProfessionalTM designee. Lori is a veteran of the United States Marine Corps and in her free time she enjoys spending time with her family, traveling and hiking to waterfalls.

Mark Lewis
Director of Operations

Mark Lewis, SHRM-CP
Director of Operations

Mark joined Parsec in 2007 as a Research & Trading Associate. Mark holds a Bachelor of Science degree in economics from the University of North Carolina at Wilmington. After diverse stints in the yacht and mortgage industries in Wilmington, NC, Mark returned home to Asheville in 1996 to begin his career in wealth management. By 2011, Mark became Director of Operations and now oversees Human Resources, facilities and data management. In 2018, he became a Society of Human Resource Management Certified Professional. When not at work, Mark, his wife and daughter enjoy water sports, traveling, and cheering on the North Carolina Tar Heels.

K. Allen Millsapps
Operations Associate

K. Allen Millsapps
Operations Associate

Allen joined Parsec in 2015. He holds a Bachelor of Business Administration in finance from the University of Georgia and is currently studying to obtain his CFP certification. His prior professional experience includes 10 years in the banking industry, working one-on-one with clients to handle a wide variety of personal and business needs. He also worked as a Registered Representative on the bank broker/dealer side and as a commercial underwriter. In his free time, he enjoys camping and hiking with his wife, daughter, and two border collies. He is also an avid road and mountain biker and loves living in the middle of the outdoor playground that is Asheville.

Brian Smith
Operations Associate

Brian Smith
Operations Associate

Brian joined Parsec in 2013. 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. His professional experience includes billing, bookkeeping, and defined benefit plans. In his spare time, Brian volunteers for a local Shakespeare theatre company.

Office Location

6 Wall Street,
Asheville, NC 28801

Phone: 828-255-0271
Toll Free: 888-877-1012
Fax: 828-255-89511

Credentials

Select a credential to view a description.

AAMS®

AAMS®

Accredited Asset Management SpecialistSM and AAMS® are service marks of the College for Financial Planning® and are awarded to individuals who successfully complete the college’s initial and ongoing designation requirements.

AIF®

AIF®

Accredited Investment Fiduciary® and AIF® are designation marks owned by Fi360. These marks represent a specialized knowledge of fiduciary standards of care and their application to the investment management process.

BFA™

BFATM

Behavioral Financial AdvisorTM and BFATM are service marks of the Kaplan Professional Academy. These marks represent that the individual has met the standards of the Kaplan Professional Academy, including completing the education, exam and ongoing certification requirements.

CDFA®

CDFA®

Certified Divorce Financial Analyst® and CDFA® are service marks of the Institute for Divorce Financial Analysts (IDFA)TM. The CDFA® designation indicates satisfaction of initial and ongoing certification requirements set forth by the institution.

CFP®

CFP®

Certified Financial PlannerTM and CFP® 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.

CPA

CPA

Certified Public Account and CPA are the marks that designate excellence for public accountants. CPAs must meet state specific education, experience, ethics, exam and continuing education requirements to use the marks.

CTFA

CTFATM

Certified Trust and Financial AdvisorTM and CTFATM are certification marks of the American Bankers Association (ABA). This mark indicates the individual has met established educational and work experience requirements, and satisfaction of ongoing certification requirements set forth by the association.

CFA

CFA

Chartered Financial Analyst® and CFA are certification marks owned by the CFA Institute. These marks are awarded to individuals who successfully complete the CFA Institute’s initial and ongoing certification requirements.

FPQP™

FPQPTM

Financial Paraplanner Qualified ProfessionalTM and FPQPTM are registered service marks of the College for Financial Planning® and are awarded to individuals who successfully complete the college’s initial and ongoing designation requirements.

PFS

PFS

Personal Financial Specialist and PFS are certification marks owned by The American Institute of Certified Public Accountants (AICPA). This credential is granted solely to CPAs with considerable personal financial planning education and experience.

Credentials

Select a credential to view a description.

AAMS®

Accredited Asset Management Specialist and AAMS® are service marks of the College for Financial Planning® and are awarded to individuals who successfully complete the college’s initial and ongoing designation requirements.

AIF®

Accredited Investment Fiduciary® and AIF® are designation marks owned by Fi360. These marks represent a specialized knowledge of fiduciary standards of care and their application to the investment management process.

BFA™

Behavioral Financial Advisor and BFA are service marks of the Kaplan Professional Academy. These marks represent that the individual has met the standards of the Kaplan Professional Academy, including completing the education, exam and ongoing certification requirements.

CDFA®

Certified Divorce Financial Analyst® and CDFA® are service marks of the Institute for Divorce Financial Analysts (IDFA). The CDFA® designation indicates satisfaction of initial and ongoing certification requirements set forth by the institution.

CFP®

Certified Financial Planner and CFP® 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.

CPA

Certified Public Account and CPA are the marks that designate excellence for public accountants. CPAs must meet state specific education, experience, ethics, exam and continuing education requirements to use the marks.

CTFA™

Certified Trust and Financial Advisor and CTFA are certification marks of the American Bankers Association (ABA). This mark indicates the individual has met established educational and work experience requirements, and satisfaction of ongoing certification requirements set forth by the association.

CFA®

Chartered Financial Analyst® and CFA® are certification marks owned by the CFA Institute. These marks are awarded to individuals who successfully complete the CFA Institute’s initial and ongoing certification requirements.

FPQP™

Financial Paraplanner Qualified Professional and FPQP are registered service marks of the College for Financial Planning® and are awarded to individuals who successfully complete the college’s initial and ongoing designation requirements.

PFS

Personal Financial Specialist and PFS are certification marks owned by The American Institute of Certified Public Accountants (AICPA). This credential is granted solely to CPAs with considerable personal financial planning education and experience.

Using our 35+ Years of Excellence to Define the Path Forward.