SEATTLE, Nov. 23, 2021 /PRNewswire/ — Parcion Personal Wealth, a Seattle-area wealth administration agency targeted on serving to enterprise homeowners and entrepreneurs optimize wealth occasions, celebrated its second anniversary by asserting that it has expanded its ranks of seasoned professionals whereas doubling its property underneath administration to $2 billion in simply over a yr.
“That is an thrilling milestone for Parcion as a result of it permits us to create a extra strong array of providers and experience,” stated Parcion Managing Principal Terry Cook dinner, CFP®, CIMA®. “It additionally offers us the power to proceed to draw high expertise and supply our purchasers with unparalleled service that exceeds their expectations.”
Because the agency reached its two-year mark, Parcion welcomed 4 skilled professionals to its ranks.
Kevin Penner joined Parcion as a senior household advisor and gives a excessive degree of service to purchasers by means of his intensive planning data and expertise in monetary planning. He’s a Licensed Monetary Planner (CFP) and is a College of Nevada, Las Vegas graduate and got here to Parcion from Pathstone (previously Cornerstone). Previous to that, spent a while as knowledgeable golfer on the PGA Tour.
Parcion additionally welcomed Lindsey Briggs, JD, LLM, who joined the group as director of superior planning, overseeing the agency’s work serving to purchasers with a variety of providers together with trusts, tax planning and property to generational wealth-transfer methods. An lawyer, she beforehand labored for Smith & Zuccarini, P.S. and has intensive expertise in particular person tax revenue planning, switch tax planning, wills, trusts and estates, together with deep expertise in using charitable trusts, life insurance coverage trusts, asset safety trusts and perpetual dynasty trusts.
Briggs obtained her Juris Physician of Regulation from College of Chicago, and her Grasp of Regulation in Taxation from New York College Faculty of Regulation.
Shay Frederickson and Trenton Clark joined Parcion as two new senior shopper service specialists. Previous to Parcion, Frederickson was at Brighton Jones and brings greater than 20 years of expertise within the monetary trade, working instantly with purchasers because the preliminary level of contact. She is a Pacific Northwest native and attended Seattle Pacific College.
Seattle College alumnus and previously of Coldstream Wealth Administration, Clark has a wealth of expertise in offering purchasers with distinctive service and delivering world-class shopper experiences by collaborating with the agency’s whole shopper advisor groups.
Because the agency’s founding in 2019, it has steadily grown to fulfill shopper wants and now totals 25 workers members from the highest of the Pacific Northwest’s aggressive expertise pool. With Parcion’s elevated AUM, this price of development demonstrates a profitable strategy executed by a top-tier group, serving to its purchasers obtain their targets.
“We take our dedication to offering purchasers with the very best degree of service doable very significantly,” Cook dinner stated. “Not solely are Kevin, Lindsey, Shay and Trenton a testomony to that dedication, however additionally they strengthen our world-class shopper expertise.”
To be taught extra about Parcion Personal Wealth, please go to www.parcionpw.com.
About Parcion Personal Wealth
Parcion Personal Wealth is an unbiased multi-family workplace that companions with entrepreneurs, enterprise homeowners and their households to optimize wealth occasions and past by means of good planning, robust advocacy and prudent funding administration. With headquarters within the Seattle space, Parcion’s skilled group helps purchasers protect the legacy they’ve constructed to help their households and communities. Be taught extra at www.parcionpw.com.
Katherine Misel, Firmani + Associates
SOURCE Parcion Personal Wealth