Meet Michael Prince – Head of Office Integrations & Client Service at Parkwoods
Michael Prince leads Office Integrations and Client Service from our St. Louis, MO office. His role focuses on creating efficient, reliable processes that help our advisors and teams deliver exceptional service to clients. Michael brings decades of experience in operations and a genuine passion for helping people – both inside and outside the firm – […]
Parkwoods Welcomes Laura Cloud as Senior Onboarding and Integration Advisor
Parkwoods Wealth Partners is pleased to announce that Laura Cloud has joined as Senior Onboarding and Integration Advisor. Laura’s arrival represents a significant step forward in our strategy to support advisors and their clients through thoughtful growth and seamless transitions. Expertise in Integration and Advisor Support With 16 years at Focus Partners Wealth (formerly Buckingham […]
Meet Tina Conyers – Client Service Associate at Parkwoods
If you’ve called or visited our New Castle, IN office, chances are you’ve already met Tina Conyers. As a Client Service Associate, Tina is often the first friendly voice or smile clients encounter. Since joining the team in 2017, she’s been a steady presence, making sure every interaction is warm, responsive, and helpful. How Do […]
Parkwoods Welcomes Kayla Matthews to the Client Services Team
We’re excited to welcome Kayla Matthews to Parkwoods Wealth Partners as a member of our Client Services team. Kayla joins us with a strong background in financial services and a passion for client care. In her role, she will support both advisors and clients directly, ensuring that account openings, transfers, and service requests are handled […]
Shoreline Wealth Advisors Joins Parkwoods Wealth Partners
Shoreline Wealth Advisors has joined Parkwoods Wealth Partners. The combination includes Shoreline’s affiliated tax preparation firm, Shore & Co., and deepens our planning-centric, evidence-based approach. Shoreline is an Indiana-based registered investment adviser with approximately $350 million in assets under advisement as of June 30, 2025. The combination closed on August 1, 2025 and includes Shoreline’s […]
Meet John Resurreccion, CFP® – Head of Retirement Plan Services
John Resurreccion, CFP®, is Head of Retirement Plan Services in our Austin, TX office. He helps business owners and their employees run more effective retirement plans – improving investment options and fees, strengthening fiduciary governance and plan design, expanding access to advice, and advocating with plan providers. What John does and why it matters John […]
Parkwoods Welcomes Dustin Meyer, CFP®, as Head of Portfolio Management and Trading Operations
Parkwoods Wealth Partners is pleased to welcome Dustin Meyer, CFP® as Head of Portfolio Management and Trading Operations – a role focused on translating our investment philosophy into disciplined, day-to-day execution for clients. Parkwoods is scaling, and the stakes for operational excellence are rising. “Operational excellence is central to delivering for clients at every stage,” […]
Parkwoods Welcomes Kevin Reilly as New CFO and Head of M&A
Parkwoods Wealth Partners is pleased to announce Kevin Reilly, CFP®, as our new Chief Financial Officer and Head of Mergers & Acquisitions. Kevin’s arrival represents an important step in our ongoing strategy to enhance financial leadership and expand through thoughtful partnerships with independent advisory firms. Deep Industry Expertise With nearly two decades of experience spanning […]
Parkwoods Wealth Partners Deepens DFA Ties, Appoints Bob French, CFA, to Lead Investment Strategy and Marketing Efforts
Parkwoods Wealth Partners is pleased to announce the appointment of Bob French, CFA, as our new Chief Investment Officer (CIO) and Head of Marketing. Bob’sarrival underscores our strategic commitment to delivering evidence-based investment strategies tailored to our clients’ evolving needs and enhancing our marketing efforts to attract and retain clients through education, clarity, and innovation. A […]
Parkwoods Wealth Partners Expands in Austin with the Addition of Eric Lane, MBA, CFP®
AUSTIN, TX — 3/3/2025 — Parkwoods Wealth Partners is continuing to grow in Austin, and we’re thrilled to welcome Eric Lane, MBA, CFP®, as our newest Wealth Advisor. With 27 years of experience in wealth and asset management, Eric brings a wealth of knowledge and a passion for helping clients navigate their financial futures. Eric’s impressive career includes leadership […]
