Parcion Private Wealth
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The Parcion team has years of experience in assisting business owners who are considering selling their companies and advocating for their client's best interests throughout the sale of the business, from cash flow optimization and tax mitigation to estate planning and succession, and beyond.
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Terry Cook
CEO & Managing Principal
Terry Cook
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Sarah Kaler
Chief People & Culture Officer
Kathleen Boyle
Director of Advisory, Principal
Jacob Mahoney
Director, Client Service
Stacy Schwaegler
Director of Marketing
Tim Bond
Director, Investment Operations & Portfolio Management
Blake McKibbin
Director, Advanced Planning
Stacee Kratovil
Senior Family Advisor
Tenasha Trujillo
Executive Assistant to CEO
Quinn Snell
Portfolio Analyst
Matt Christopher
Portfolio Manager
