Our People
We are a family-and-employee-owned company. As of December 31, 2022, 39 current employees are shareholders, owning 51.7% of the firm. We truly care about the financial well-being of our clients and our company’s success!
President | Chief Operating Officer | Chief Compliance Officer
CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®
Partner | Director of Business Retirement Services
Accredited Investment Fiduciary®, CERTIFIED FINANCIAL PLANNER™, Certified Plan Fiduciary Advisor
Senior Financial Advisor
Behavioral Financial Advisor™, CERTIFIED FINANCIAL PLANNER™, Chartered SRI Counselor®
Senior Financial Advisor
Certified Divorce Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Chartered Federal Employee Benefits℠
Senior Financial Advisor
Certified Employee Benefit Specialist®, CERTIFIED FINANCIAL PLANNER™, Certified Trust and Fiduciary Advisor™, Chartered Retirement Planning Counselor℠
Senior Financial Advisor | Manager of Financial Planning
Behavioral Financial Advisor™, CERTIFIED FINANCIAL PLANNER™, Certified Tax Specialist
Senior Financial Advisor
Certified Divorce Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Financial Paraplanner Qualified Professional™
Financial Advisor
CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor℠
Portfolio Manager
Accredited Asset Management Specialist, Financial Paraplanner Qualified Professional™
Financial Planning Strategist
CERTIFIED FINANCIAL PLANNER™, Financial Paraplanner Qualified Professional™
Financial Planning Strategist
CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant
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- Accredited Asset Management Specialist
- Accredited Investment Fiduciary®
- Behavioral Financial Advisor™
- Certified Divorce Financial Analyst®
- Certified Employee Benefit Specialist®
- CERTIFIED FINANCIAL PLANNER™
- Certified Public Accountant
- Certified Trust and Financial Advisor™
- Chartered Federal Employee Benefits Consultant℠
- Chartered Financial Analyst®
- Chartered Retirement Planning Counselor®
- Chartered SRI Counselor™
- Financial Paraplanner Qualified Professional™
- Financial Services Certified Professional®
- Investment Adviser Certified Compliance Professional®
- Personal Financial Specialist
Using Our 40+ Years of Excellence to Help You Thrive
Get in touch with a Parsec Financial representative at an office near you.
