formerly Prospect.
Company Information
Website
Employee count
30
Industry
Financial Services
Headquarter
Bellevue, Washington, United States
Terry Cook, CFP®, CIMA®
Managing Partner
Rochelle L. Haller
Senior Director, Advanced Planning
Michael Raine, CFP®
Director - Parcion Private Wealth Management
Sarah Cook (Kaler)
Chief People & Culture Officer
Blake McKibbin, JD, ChFC®, CLU®
Director of Advanced Planning