Parcion Private Wealth LLC

Abigail Miller is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Her background includes roles at Corient Private Wealth and Stokes Lawrence, as well as entrepreneurial experience running a bakery. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, providing comprehensive wealth management and consulting services. The firm manages client assets through a tailored allocation of equities, fixed income, ETFs, mutual funds, and alternative investments, applying both fundamental and technical analysis.

Jennifer Nagai is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, with 20 years of industry experience. She holds a Series 66 designation and has worked at Parcion Private Wealth Management since 2019, following six years at UBS Financial Services Inc. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting services, using a tailored investment approach that includes direct equities, fixed income, ETFs, mutual funds, and alternative investments, while applying both fundamental and technical analysis.

Peter Besel is a CFP® with five years of industry experience, currently serving as a financial advisor at Parcion Private Wealth LLC in Bellevue, WA. His work history includes a brief period at UBS Financial Services in 2019 and multiple roles at Parcion Private Wealth since 2019. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, corporations, and other business entities, offering comprehensive wealth management and consulting services. The firm manages approximately $2.95 billion in assets across about 165 clients, employing a tailored investment approach that includes individual equities, fixed income, ETFs, mutual funds, and alternative investments.

Daniel Reuben is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Parcion Private Wealth LLC, where he has worked since 2025, and previously held positions at Pathstone and Mutual of Omaha Investor Services. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting, utilizing a tailored investment approach that includes direct equities, fixed income, ETFs, mutual funds, and alternative investments.

Kevin Penner is a CFP® with nine years of industry experience and is currently with Parcion Private Wealth LLC, where he has worked since 2021. His prior roles include positions at Pathstone, Cornerstone Advisors, Inc., and Financial Resources Group. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting services, employing a customized investment approach that includes individual equities, fixed income, ETFs, mutual funds, and alternative investments, while advising on held-away assets and tailoring asset allocation to client risk tolerance and time horizon.

Nathan Mumford is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Parcion Private Wealth LLC since 2025. Prior to this, he spent six years with the Tschetter Group and has held positions at Kalispel Golf & Country Club and Whitworth University. Parcion Private Wealth provides comprehensive wealth management and consulting services to individuals, trusts, estates, corporations, and other business entities, typically working with clients who have a minimum relationship size of $10 million. The firm employs a combination of fundamental and technical analysis, tailors asset allocation to client risk tolerance and time horizon, and manages approximately $2.95 billion in assets across about 165 clients.

Tyler Rockwell is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, holding a Series 65 credential. He has been with Parcion Private Wealth since 2024 and has prior experience working at The Meating Place, Wildwood Trading Group, and Washington State University. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships starting at $10 million. The firm offers comprehensive wealth management and consulting services, using fundamental and technical analysis to tailor asset allocation to clients’ risk tolerance and time horizon.

Diego Arias is a financial advisor at Parcion Private Wealth LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Corient Services LLC, Columbia Pacific Wealth Management, and Copacino Fujikado. Prior to his financial career, he was involved with Maria's Cocina Mexicana and Washington State University. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically working with clients who have a minimum relationship size of $10 million. The firm offers comprehensive wealth management and consulting services, combining fundamental and technical analysis to tailor asset allocation according to risk tolerance and time horizon.

Stacee Kratovil is a CFP® professional with three years of experience, currently serving at Parcion Private Wealth LLC. She previously worked at U.S. Bank N.A. and BMO Harris Bank N.A., with six and five years of experience at each firm, respectively. Ms. Kratovil has been a member of the Advisory Board for the College of Business at Washington State University since 2017. Parcion Private Wealth provides comprehensive wealth management and consulting services to individuals, trusts, estates, corporations, and other business entities, typically working with clients having a minimum of $10 million in assets. The firm employs a tailored investment approach that includes fundamental and technical analysis and offers customized portfolio management alongside advisory services for held-away assets.

Zachary Cleveland is a financial advisor at Parcion Private Wealth LLC with one year of industry experience. He holds the CFA® designation along with Series 65 and Series 66 licenses. His prior roles include positions at Cresset Asset Management, LLC, CH Investment Partners, Crow Holdings Capital, Commerce Street Capital, LLC, and Merrill Lynch. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting services, employing both fundamental and technical analysis to tailor asset allocation according to each client’s risk tolerance and time horizon.

Kalena Laurent is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, with a Series 65 designation and four years of experience at the firm. She previously worked at Brighton Jones for four years and attended Fordham University. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, corporations, and other entities, providing comprehensive wealth management and consulting services. The firm manages approximately $2.95 billion in client assets, utilizing a combination of individual equities, fixed income, ETFs, mutual funds, and alternative investments tailored to each client’s risk tolerance and time horizon.

Kathleen Carbone is a CFP® with 10 years of industry experience, currently serving as an advisor at Parcion Private Wealth LLC since 2019. Prior to joining Parcion, she worked at UBS Financial Services from 2015 to 2019. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, and business entities, providing comprehensive wealth management and consulting services. The firm employs a customized investment approach that includes equities, fixed income, ETFs, mutual funds, and alternative investments, tailoring asset allocation to clients’ risk tolerance and time horizons.

Peter Barnes is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically with minimum relationship sizes of $10 million. The firm offers comprehensive wealth management and consulting services, utilizing both fundamental and technical analysis to tailor asset allocation according to client risk tolerance and time horizon.

Terrance Cook is a financial advisor at Parcion Private Wealth LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parcion since 2019, following a 17-year tenure at UBS Financial Services Inc. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum of $10 million. The firm provides comprehensive wealth management and consulting services, employing both fundamental and technical analysis to tailor asset allocations across a range of investment types.

Jack Dolan is a CFA® credentialed advisor with two years of industry experience. He currently works at Parcion Private Wealth LLC and has held prior roles at DA Davidson and Russell Investments. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, offering comprehensive wealth management and consulting services, including financial planning and portfolio management tailored to each client’s risk tolerance and time horizon.