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.

Finance

Parcion Private Wealth

Terry Cook

Quinn Snell

Matt Christopher

Tenasha Trujillo

Blake McKibbin

Stacee Kratovil

Stacy Schwaegler

Tim Bond

Jacob Mahoney

Sarah Kaler

Kathleen Boyle

Brendan Sullivan

Client Service Team

Leadership Team

Investment Operations Team

Teams at Parcion Private Wealth

Client Service Team

Leadership Team

Investment Operations Team