Tucson, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,741,604,702
ClientsTotal clients
1,373
AdvisorsAdvisors at this office
3
Of 27 advisors across 13 offices
Location
4703 E. Camp Lowell Drive, Suite 135
Tucson AZ 85712
Advisors at this office
3
Advisors at this office
Patrick Z
CFP®, Series 65
Tucson, AZ
Parkwoods Wealth Partners, LLC
Patrick Zumbusch is a CFP® professional with 18 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2026. He previously worked with Wellspring Financial Partners from 2011 to 2026 and Wellspring99 LLC from 2012 to 2016. Parkwoods Wealth Partners works with individuals, qualified retirement plans, nonprofits, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.
Timothy F
Series 65
Tucson, AZ
Parkwoods Wealth Partners, LLC
Timothy Fleshman is a financial advisor at Parkwoods Wealth Partners, LLC in Tucson, AZ, holding a Series 65 designation with one year of industry experience. He previously worked at Wellspring Financial Partners and Brandvia Alliance. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm applies a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders, and offers both discretionary and non-discretionary portfolio management.
Deirdre K
Series 63, Series 65
Tucson, AZ
Parkwoods Wealth Partners, LLC
Deirdre Kochanski is a financial advisor at Parkwoods Wealth Partners, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wellspring Financial Partners and Wellspring99, LLC. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm’s long-term investment approach is based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly in mutual funds, ETFs, and fixed-income ladders.
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