Our Team

At Parsons Wealth Management, our story is rooted in the Coastside community we proudly call home. Our decision to become financial professionals was shaped by personal experiences—watching friends, family, and clients navigate important financial decisions without the guidance or clarity they deserved.

With decades of experience in tax and personal finance, along with professional training and a people-first mindset, we knew we could offer something different: thoughtful, approachable guidance that meets people where they are. Over the years, we’ve built a reputation for making complex financial topics easy to understand, empowering our clients to feel confident, informed, and in control of their financial future.