MEET OUR WINSTON-SALEM TEAM

Tracy Clark
Head of Marketing

Tracy Clark
Head of Marketing

Tracy is a 3-time Tarheel from UNC Chapel Hill with her MBA, MSIS and BA in Journalism. Prior to joining Parsec in 2019, she was a Group Creative Director at the marketing agency Pace Communications where she oversaw the creative development for clients 3M, Facebook, Rackspace, Brighthouse Financial and Argo Group. Prior to that she spent 5 years in various marketing roles at IBM. Tracy lives in Greensboro with her husband and their two young daughters. She enjoys running, traveling and playing tennis. You can reach her at tclark@parsecfinancial.com or 336-207-5956.

Daniel Johnson III
Senior Financial Advisor

Daniel Johnson III, CFP®
Senior Financial Advisor

Daniel began working for Parsec in 2013. He holds a Bachelor of Science in accounting from the University of North Carolina Asheville, as well as a Master of Business Administration with a concentration in finance from East Carolina University. He is also a Certified Financial PlannerTM practitioner. Prior to joining Parsec, Daniel held many different roles at a state-wide credit union here in NC. He is a member of the National Association of Professional Financial Advisors, where he is currently the Committee Chair for the NAPFA Genesis committee. In addition, he is also a member of the Financial Planning Association. Daniel is actively involved in the Winston-Salem community and currently serves on the Board of Members at the William G. White Jr. YMCA. Additionally, he is a member of the Rotary Club of Winston-Salem. At Parsec, Daniel specializes in working with individuals and families that work in the Medical/Dental field, own closely held businesses, or have significant real estate exposure. He enjoys working through complex estate and tax planning issues with clients, finding the optimal long-term solution. Daniel is married to Sarah, and they have 3 boys, all two years apart.

Judson Meinhart
Financial Advisor

Judson Meinhart, CFP®, BFATM
Financial Advisor

Judson (Judd) is a Certified Financial PlannerTM practitioner and a Behavioral Financial AdvisorTM. He holds a Master of Business Administration degree from Kutztown University in Pennsylvania and a Bachelor Degree from the University of Delaware. He is a 2019-2020 participant in Leadership Winston-Salem. Judd relocated his family from the NE to join Parsec in 2018. He began his career in wealth management with a top 100 accounting firm serving clients throughout Central Pennsylvania. Prior to financial services, Judd had a 10-year career in the non-profit sector, holding leadership positions with youth services and animal welfare organizations. Judd lives in Winston-Salem with his wife and their two young sons, and he enjoys running, golfing and doing anything outdoors in his spare time. Learn more and connect with him on LinkedIn.

Judi Staton
Client Service Specialist

Judi Staton
Client Service Specialist

Judi joined Parsec in 2017 as a part of the acquisition of Mimosa Investment Management, where she worked as client service for 15 years. She is currently studying to earn her Financial Paraplanner Qualified ProfessionalTM designation. Her career in the financial service industry began at Barnett Bank in Jacksonville in 1997 and after 5 years there she joined Mimosa Investment Management. A native of Jacksonville, FL, she has successfully raised two wonderful children. In her free time, she enjoys the many activities available in the Triad, as well as spending time with family, friends, and the grand-dogs.

Office Location

4400 Silas Creek Parkway, #104
Winston-Salem, NC 27104

Phone: 336-659-0050
Toll Free: 877-727-7321
Fax: 828-255-8951

Using our 40 years of excellence to define the path forward.