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Michelle G

CFP®, Series 63, Series 65

Houston, TX

Parkwoods Wealth Partners, LLC

Michelle Gessner is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Parkwoods Wealth Partners, LLC, where she has worked for one year, following eleven years leading Gessner Wealth Strategies, LLC. She is also a licensed insurance agent. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, offering both discretionary and non-discretionary portfolio management along with employee financial-wellness services.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner Executive Retired
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Cole W

CFP®, Series 65

Houston, TX

Parkwoods Wealth Partners, LLC

Cole Wheeler is a financial advisor at Parkwoods Wealth Partners, LLC in Houston, TX. He holds the CFP® designation and Series 65 license and has seven years of industry experience. Prior to joining Parkwoods Wealth Partners in 2026, he worked at Linscomb and Williams Inc. from 2019 to 2026 and has additional experience at Texas A&M and Fluid Sealing Products. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner Executive Retired
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