Terry Cook
Chief Executive Officer, Managing Principal
Meet Parcion
Brendan Sullivan
Chief Operating Officer, Principal
Sarah Kaler
Chief People and Culture Officer, Principal
Kathleen Boyle
Director of Advisory, Principal
Jenny Nagai
Senior Client Service Specialist, Principal
Tim Bond
Director of Investment Operations and Portfolio Management
Blake McKibbin
Director of Advanced Planning
Jacob Mahoney
Director of Client Service
Stacy Schwaegler
Director of Marketing
John De Carvalho
Head of Research and Analytics
Kevin Penner
Senior Family Advisor
Stacee Kratovil
Senior Family Advisor
Shay Frederickson
Senior Client Service Specialist
Trenton Clark
Senior Client Service Specialist
Tenasha Trujillo
Executive Assistant to CEO
Shanice Dawson
Operations Manager
Peter Besel
Family Advisor
Peter Barnes
Family Advisor
McKenzie Oliger
Family Advisor
Matt Christopher
Portfolio Analyst
Quinn Snell
Research Analyst
Kalena Laurent
Client Service Specialist
Marley Martinez
Office Coordinator
Emma Lea-Biles
Associate
Owen Hymel
Associate
Kevin Chen
Associate