The Team

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Greg Parr

Greg Parr

Private Wealth Advisor

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Designations

CFP®, ChFC®, CLU®

Top Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Family Finances

Education

B.S. Business-Finance, University of Colorado Boulder, 1972

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Dave Strand

Dave Strand

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments

Education

B.A., Finance, University of Washington, Seattle, WA, M.Div, Theology, Fuller Theological Seminary, Pasadena, CA

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Our Staff

Lynne Harlow

Client Service Coordinator