Gessner Wealth Strategies has joined Parkwoods Wealth Partners. Gessner Wealth Strategies is a Houston-based registered investment adviser with $65 million in assets under advisement as of June 30, 2026. The

Justin Cox has worked in financial services since 2018, building experience across both broker-dealers and registered investment advisers. Before entering the industry, he served in the Army – a chapter

Tim Fleshman brings an uncommon path to financial planning. Before joining the financial services industry, he spent years in sports and project management – working across sales and marketing, event

Maria Salvia works at the intersection of client service and creative production at Parkwoods. As a Client Service Manager, she supports three Parkwoods advisors and their clients – handling everything

Wellspring Financial Partners has joined Parkwoods Wealth Partners. Wellspring is a Tucson-based registered investment adviser with over $1.2 billion in assets under advisement as of year-end 2025. The combination expands

David Nash, MBA, CFP® works with individuals and families across a wide range of financial situations: retirees managing income and required distributions, families navigating estates and inherited assets, and tech

Springwater Wealth Management has joined Parkwoods Wealth Partners. Springwater is a Lake Oswego, Oregon-based registered investment adviser with over $230 million in assets under advisement as of year-end 2025. The

Parkwoods Wealth Partners is excited to welcome two new members to the team. Meggan Brumbaugh joins the firm as Deputy Chief Compliance Officer, based in our Carmel, Indiana office. Dustin

Cole Wheeler, CFP® believes that a financial plan only works when clients understand it. With more than seven years of experience, he follows a planning-first philosophy that starts with listening

You’ve saved for decades. You’ve done most of the right things. And now that retirement is here – or getting close – the question isn’t really whether you have enough.