Parkwoods Wealth Partners is pleased to announce that Cole Wheeler, CFP®, has joined the firm as a Wealth Advisor. Cole Wheeler, CFP®, is a Houston-based Wealth Advisor at Parkwoods Wealth

April Mueller is Director of Client Service at Parkwoods Wealth Partners. She was one of Parkwoods’ first employees and has been a core part of building the structures that help

At our New Castle, IN office, Josh Schlagel helps clients make sense of a tax system that can feel confusing and ever-changing. With seven years of experience in public accounting

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

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

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

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

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

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

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