About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Paul K. Parson, CIMA

Managing Director

Mark J. Parson CFP®

Senior Vice President

Jillian A. Dedic

Executive Vice President
Financial Advisor

Keith McGregor

Financial Advisor

Bridget Newbury

Senior Marketing Associate

Sierra Belongia

Client Associate

Paige Bishop

Client Associate