Awards & Recognitions

Our CEO and Managing principal, Terry Cook, CFP®, CIMA®, has once again been listed on the distinguished Forbes | SHOOK Research America’s Top Wealth Advisors list!

We are proud to announce that our CEO and Managing Principal, Terry Cook, CFP®, CIMA®, has been recognized on Barron’s Top Washington Advisor List for the tenth year, what an honor!

Our CEO and Managing Principal Terry Cook, CFP®, CIMA®, was named a 2024 Five Star Investment Professional by Five Star Professional for the fourth year in a row!

We are thrilled to share that Kathleen Carbone, CFP®, Principal and Director of Advisory, is a 2024 Puget Sound Business Journal 40 Under 40 honoree!

We are proud to announce that Principal and Director of Advisory Kathleen Carbone, CFP® has made the Forbes | SHOOK Research Top Women Wealth Advisors Best-In-State list, ranking #4 in Washington state! We are honored for this recognition of Kathleen’s dedication to providing legendary service to the families we serve.

We are thrilled to share that we have once again been listed in Seattle Business Magazine’s annual 100 Best Companies To Work For, ranking #21 in the small business category!

We’re honored to announce that Parcion was named Best Investment Firm in 425 Business Magazine’s inaugural “Best in Business” awards!

We’re honored to share that we have once again made the Forbes | SHOOK Research Top RIA Firms in America list, ranking #24 in the country and #1 in Washington state!

We are truly honored to be recognized nationally as an Invest in Others 2023 Charitable Champion!