Englewood, CO Office

Blake Anderson is a financial advisor at Parsonex Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. Blake also provides customer service for mobile ticketing at Denver Broncos games. Parsonex Advisory Services offers financial planning and portfolio management to a diverse client base, utilizing a multi-manager, value-oriented investment approach and sponsoring the Sterling Fund, a pooled vehicle with a conservative, long-term investment discipline.

Zachary Stewart is a financial advisor with Parsonex Advisory Services, Inc. in Englewood, Colorado, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Modern Capital Advisors, Fidelity Brokerage Services LLC, and Northwestern Mutual. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager, value-oriented investment approach and sponsors the Sterling Fund, a pooled vehicle with a conservative, long-term investment discipline.

Matthew Pettera is a financial advisor with Parsonex Advisory Services, Inc. in Englewood, Colorado, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior experience includes roles at Modern Capital Advisors and Farmers Financial Solutions LLC. He also serves as a director for Legal Shield outside of his advisory work. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager investment approach with a fundamental, value-oriented stock selection process and sponsors the Sterling Fund, a pooled vehicle with a conservative, long-term value discipline.

John Mccarthy is a financial advisor with Parsonex Advisory Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Parsonex Securities, Inc. since 2008 and at Parsonex Advisory Services since 2016. Outside of advisory roles, he serves as a travel director for an educational program supporting the bleeding disorders community. Parsonex Advisory Services is an SEC-registered investment adviser that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension plans, charitable organizations, and businesses. The firm employs a multi-manager approach using third-party advisers and emphasizes ongoing monitoring and annual reviews of discretionary managed accounts.

Jonathan Miller is a financial advisor at Parsonex Advisory Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several affiliated firms, including Parsonex Securities, Inc., Avere Financial Group, LLC, and Liberty Partners Financial Services. Outside of advisory roles, Miller is involved in oil exploration through Apex Production Company LLC and serves as a producer and executive for Publish or Perish Movie, LLC. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach using third-party advisers and sub-advisors, focusing on asset allocation, risk tolerance, and ongoing portfolio monitoring.

Carol Griffin is an investment advisor representative with Parsonex Advisory Services, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Parsonex-related firms since 2007 and currently leads a local networking group. Additionally, she assists with client referrals for living trust needs and works as an insurance agent in a non-investment capacity. Parsonex Advisory Services provides financial planning and portfolio management to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a multi-manager approach with discretionary authority, focusing on a fundamental, value-oriented stock selection process and sponsors the Sterling Fund, a pooled vehicle emphasizing conservative, long-term investment discipline.