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YOUR TEAM
Our Team
BRIAN BOUGHNER | Principal
ANTHONY MAHFOOD | Principal
GREG TOWNER | Chief Investment Officer
STEVEN TOLLESON | Parallel Financial Spartanburg
JORDAN ROBERTS | Director of Financial Planning
NANCY GLADDEN | Client Service Manager
VICTORIA LATHAM | Director of Operations
SHELBY FLYNN | Marketing and Client Services Manager
CAROLINE LORD | Marketing and Client Services Manager
PEYTON HOPPES | Financial Advisor
DAVID CHUDYK, CFP® | Financial Advisor
EMILY EDWARDS | Director of Client Experience and Engagement
JUSTIN CHASTAIN, CFP® | Financial Advisor
KYLE LONERGAN | Financial Advisor
JONATHAN SHIELDS | Portfolio Trading Associate
SUSAN HARVELL | Director of Human Capital
ABBY SCHILZ | Advisor Relationship Manager
ASH OWENS | Executive Assistant
DEAN ST MARIE, CFP® | Financial Advisor
PATRICK SHERMAN | Paraplanner
DAMIAN LOMBARDI | Financial Advisor
SARA AURORA | Operations Specialist
GINA ROSE SALAMIN | Head of Trading & Portfolio Manager
JOE TRACY | Financial Advisor
ANNA F. WOLFORD, CFP® | Director of Financial Planning | Parallel Financial Spartanburg
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