Terry Cook
Chief Executive Officer, Managing Principal
Meet Parcion
Sarah Cook
Chief People and Culture Officer, Principal
Kathleen Carbone
Director of Advisory, Principal
Jenny Nagai
Senior Client Service Specialist, Principal
Jacob Mahoney
Director of Client Service
Steven Matyas
Director of Estate Planning
Lauren Small
Director of Finance & Operations
Tenasha Trujillo
Executive Assistant to CEO
Kevin Penner
Senior Manager, Advisory and Senior Family Advisor
Stacee Kratovil
Senior Family Advisor
Daniel Walker
Senior Family Advisor
Shay Frederickson
Senior Client Service Specialist
Trenton Clark
Senior Client Service Specialist and Platform Integration Specialist
Peter Besel
Family Advisor
Peter Barnes
Family Advisor
Diego Arias
Family Advisor
Abbey Miller
Family Advisor
Jake Benson
Family Advisor
Quinn Snell
Research Analyst
Nathan Mumford
Portfolio Manager
Nick Gunn
Operations & Compliance Associate
Kalena Laurent
Client Service Specialist
Tyler Rockwell
Client Service Specialist
Ava White
Office Coordinator
Peter Brown
Associate