About Us

As a founding member of The Parson | Dedic Wealth Management Group, Paul understands that trust is the bedrock of any successful outcome. That’s why he works to build strong relationships between his clients and his team. Paul strives to help individual financial goals become reality through a highly-customized investment process while helping his clients understand and manage risk versus reward.

Prior to founding The Parson | Dedic Investment Group (formerly The Church/Parson Investment Group) in 2005, Paul worked with A.G. Edwards and Sons, a predecessor firm of Wells Fargo Advisors, starting in 1998.

In 2022, Paul was named to the Forbes Best-In-State Wealth Advisor list in the state of Michigan. *The Forbes Best-in-State Wealth Advisors* rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.   

He received his business degree from Delta College and received his Certified Investment Management Analyst® certification (CIMA®) from the Wharton School of Business. Paul holds FINRA Series 7 and 66 registrations. A lifelong learner, Paul is energetic about seeking new opportunities to grow and learn new skills to the benefit of his clients. He completed the Dale Carnegie Management Leadership course. Paul continuously encourages his team to seek continuing education opportunities for personal and professional growth.

Through watching his father, Mark learned at a young age the value of high-quality, client-focused financial service. He continues this legacy today as a Financial Advisor.            

In order to understand the full scope of each person’s unique needs, Mark always takes the time to listen to and learn about the client’s individual story. He is passionate about shining a light on the numerous wealth management and investment strategies available to clients, while maintaining an independent, objective, and unbiased perspective.

Before becoming a financial advisor, Mark served in the United States Marine Corps for eight years. After his service, he was a Customer Relationship Manager for Cummins Engine Company. Mark received his degree in business administration from Northwood University and completed the Dale Carnegie course. Mark holds FINRA Series 7 and 66 registrations.

In his spare time, Mark enjoys spending time with his friends and family, golfing, and being outdoors.

Upon her entry into the industry at Wells Fargo Advisors over 10 years ago, Jill was fortunate to have Paul Parson and his (now retired) partners Ray Church and John Reiber as mentors. While working with them she experienced firsthand the value and importance of quality, client focused service and trust.  

Jill acquired her Series 7, 63 and 65 registrations and completed the Dale Carnegie course. Together the experience and registrations have successfully guided her into her role as a Financial Advisor. Jill is responsible for the operational excellence for the Parson | Dedic Wealth Management Group.

Jill calls Owosso home and enjoys spending time there with her husband, Bob. When Jill gets some free time, you’ll find her gardening, golfing, running, or reading.

Colleen Ballard defines being Client Associate at Parson | Dedic Wealth Management Group of Wells Fargo Advisors Financial Network as a ‘privilege’.  She started with the team in the reception area and has worked her way into more of an operational position supporting and providing administrative services for not only the financial advisors but also the clients.  She is eager to assist wherever she is needed and will often be one of the welcoming faces clients see as they walk through the doors or the friendly voice they hear when they call on the phone.

With over 35 years in customer service, Colleen is part of the Parson | Dedic groups commitment to build an outstanding team that makes clients their top priority. Upon meeting her, you’ll discover she’s a people person through and through – learning all about the special things that make a difference in your life.

Born in Owosso and raised in New Lothrop, Colleen is a true Michigander. To wit, she, her husband, and their two French bulldogs heed the call of the mighty pontoon whenever they can. She also loves taking a ride on her bike or a cruise in her Jeep or just enjoying time with family and friends. When you see her, ask her about Compassion International and the ways she supports them!

In her role as Client Associate, Bridget Newbury is devoted to facilitating client engagement activities as well as coordinating marketing campaigns for the Parson | Dedic Wealth Management Group. The behind-the-scenes support she provides is critical to their community involvement beyond the investment planning side of the business. Willing to help in any way possible, Bridget keeps clients informed and shows them how important they are to the Parson | Dedic Group.

Bridget draws on over 18 years experience in the financial services industry as well as her degree in Business Administration, Management and Marketing, to deliver for clients and their families. With access to the resources available to the Parson | Dedic Wealth Management Group from Wells Fargo Advisors Financial Network, she provides high-quality customer service for their clients at the company and beyond.

Bridget and her husband are thrilled to see their three grown children taking the next steps in life – whether it be graduating college, starting new jobs, or planning weddings. Having grown up in Corunna and raising her family just a short distance away in Owosso, she is never far from her roots. Outside of the office, you will find her cheering on a myriad of sports teams, going on annual adventures to new destinations, spending time at the cabin with family and friends, or scrapbooking to preserve all the memories made!

In her role as Client Associate at Parson Dedic Wealth Management Group, Sierra brings a small-town touch when solving problems and assisting clients. A strong, hard worker by nature, Sierra is counted on by the advisors and clients to always get the job done – whatever it may be.

Before joining the team at Parson Dedic, Sierra gained proficiencies in client care from her past experiences in the dental and professional services industries.

Originally hailing from the small town of Ashley with a population of 500, Sierra enjoys camping and spending time with friends & family. When you see her, ask her how her dog Henry is doing!