Credible, Credentialed Expertise

Investment Professionals

  • Wm. Barton Boyer
    Chairman of the Board

    Bart made his first investment at age 12 and has since gained more than 53 years of investing experience. Bart founded Parsec Financial in 1980 and has been featured in a variety of national publications, such as Worth, Wall Street Transcript and Medical Economics magazines. He has appeared as an investment and financial planning commentator on the ABC Good Morning America program and the Fox television network, and has been quoted in the Wall Street Journal. He holds a Bachelor of Science degree in business from Arizona State University.

  • Bill Hansen

    William S. Hansen, CFA
    Managing Partner

    Prior to joining Parsec in 2003, Bill led the private client services division for a Chicago-based regional bank. He is a CFA charterholder and a member of the CFA Institute and the CFA North Carolina Society. Bill graduated from the University of Illinois at Urbana-Champaign with a degree in finance, and studied management and economics abroad at Curtin University in Perth, Australia. He earned an MBA from DePaul University in Chicago, IL, that included visiting the Czech Republic to study the privatization of state owned firms. He graduated with honors from the BAI Graduate School of Banking held at Madison, WI. Bill is also an active board member of the Asheville Hockey League. 

  • Rick Manske

    Richard Manske, CFP®
    Managing Partner

    Rick joined Parsec Financial in 1996.  He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a member of the Financial Planning Association (FPA) and a Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA).  He is an active member of the Asheville Rotary Club, a board of trustee for the Southern Appalachian Highlands Conservancy and board member for Buncombe County Schools Foundation. Rick works exclusively with high net worth investors, trust and complex planning strategies.  With many medical and dental clients, Rick is familiar with financial issues associated with Small Business Retirement Plans, cash flow and tax strategies.  

  • Tracy Allen

    Tracy Allen, CFP®
    Financial Advisor

    Tracy joined Parsec in 2008. Prior to joining Parsec, she spent 13 years with Charles Schwab & Co., Inc., most recently as a manager of Charlotte's South Park office. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association. Since January of 2011, Tracy has been a member of Mecklenburg County's Stewardship Advisory Committee. A Texas native, Tracy has lived in Charlotte since 1992. She received her BA in English from Southern Methodist University and an MA in English from University of Toledo.

  • Wendy S. Beaver

    Wendy S. Beaver, AAMS®
    Financial Advisor,
    Southern Pines Office

    Wendy joined Parsec in 2014. She has worked in the investment management industry since 1974 for various investment management firms. She was Senior Vice President, Head Equity Trader, at NationsBank in Charlotte for 15 years, and was VP-Financial Consultant for Charles Schwab in Pinehurst for 7 years, before joining Parsec. Her educational credentials include a Bachelor of Arts degree from Roanoke College in Virginia. She serves on the Board of Directors of the Arts Council of Moore County. She spends her free time between Southern Pines and Holden Beach and enjoys her thoroughbred mare and her 3 rescue dogs.

  • Travis Boyer

    Travis Boyer, CFA, CFP®
    Financial Advisor

    Travis returned home to join Parsec in 2012. He is a CFA charterholder as well as a CERTIFIED FINANCIAL PLANNER™ practitioner. Travis is a member of the CFA Institute and the CFA North Carolina Society. Previously he had worked as an Analyst with Wells Fargo Advisors and as a Client Service Associate with Edelman Financial Services. He holds a Bachelors degree in Business Administration from the University of North Carolina at Chapel Hill, where he also served as Co-Captain of the Carolina Boxing Club his senior year.

  • Jessie Boyle

    Jessie Boyle
    Portfolio Manager

    Jessie joined Parsec in 2014. Prior to joining the Parsec team, she worked as a Financial Advisor with Edward Jones Investments and held various roles with HomeTrust Bank. She graduated magna cum laude from the University of North Carolina Asheville with a Bachelor of Arts in economics and a minor in management. Jessie is originally from Michigan, and has enjoyed living in the Asheville area for nearly 15 years. In her free time, she works with the Children’s Ministry at Bent Creek Baptist. She likes spending time outdoors and staying active.

     

  • Michael Bruder

    Michael E. Bruder,
    CFP®, CTFA
    Senior Financial Advisor, Senior Trust Advisor

    Michael has incorporated retirement and investment services, personal and corporate trust services, and residential and commercial lending during his career in the financial industry. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. He holds both graduate and undergraduate degrees from Western Carolina University.

     

  • Aaron Combs

    Aaron Combs
    Financial Advisor

    Aaron joined Parsec in 2011 in the Charlotte office. Originally from Williamstown, WV, Aaron is a recent graduate of Winthrop University where he studied financial planning and personal finance. He is currently working towards obtaining CFP Board's certification. He also enjoys sports and travel.

  • Sarah DerGarabedian

    Sarah DerGarabedian, CFA
    Portfolio Manager

    Sarah joined Parsec in 2005. She is a CFA charterholder and a member of the CFA Institute and the CFA North Carolina Society. A native of Atlanta, Sarah graduated magna cum laude from Wellesley College with a Bachelor of Arts degree in geology. She enjoys writing for the Parsec newsletter and blog, and is an avid CrossFitter.

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    Chad E. Foster, CFP®
    Financial Advisor

    Prior to joining Parsec in 2014, Chad held various roles in the investment advisory field. He worked for seven years in the Baltimore/Washington Metro area before joining our Asheville team. He graduated from Loyola College in Maryland with a degree in finance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, as well as a member of the Financial Planning Association (FPA). He enjoys traveling and exploring the outdoors.

  • Gregory James

    Gregory D. James, CFP®
    Partner, Charlotte Office

    Greg joined Parsec in 2001. He has worked in many capacities in the investment management field since 1986 and was formerly a senior advisor at Charles Schwab & Co., Inc. His experience also includes working as an accountant for the DuPont corporation. His educational credentials include a Bachelor of Science degree in accounting from Pennsylvania State University. Greg has completed professional studies at the College for Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

  • Roger James

    Roger A. James, Jr.,
    JD, CTFA
    Partner, Director of Trust

    Roger joined Parsec in 2007 after serving as a senior vice president and senior trust advisor with Wachovia Trust. Roger began his career as an attorney, practicing exclusively in the areas of estate planning and estate administration with Strauss & Associates, P.A. in Asheville, NC. He has earned the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. Roger holds a Juris Doctor (JD) from the Cumberland School of Law at Samford University and a Bachelor of Arts degree in English from Baylor University.

     

  • Daniel Johnson

    Daniel Johnson III, CFP®
    Financial Advisor

    Daniel joined Parsec in 2013. His professional experience includes investment advisory and personal banking services with a large credit union. Most recently, he worked with the administration of an income tax preparation program in the credit union. His education credentials include a B.S. in accounting from the University of North Carolina at Asheville, as well as an MBA with a certificate in finance from East Carolina University. Daniel is a CERTIFIED FINANCIAL PLANNER™ practitioner, as well as, a member of the Financial Planning Association (FPA) and a Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA).

  • Mark Lewis

    Mark Lewis
    Director of Operations

    As the Director of Operations for Parsec, Mark ensures quality and consistency in client reporting and data integrity. He also oversees trade execution and serves as a permanent member of the Investment Policy Committee. Mark has worked in diverse fields ranging from yacht management to mortgage banking. Prior to joining Parsec, he was the head trader at Boys, Arnold & Company for 10 years. Mark holds a Bachelor of Science degree in economics from the University of North Carolina at Wilmington and has completed the educational courses that prepare individuals for the CFP certification. Mark is an Asheville native and joined Parsec in 2007.

     

  • Neal Nolan

    Neal Nolan, CFP®
    Director of ERISA, Financial Advisor

    Neal joined the Parsec team in 2006. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and previously worked as an advisor at Ameriprise Financial. He is active in the Hendersonville community and serves on the board of directors as treasurer for the homeowners association where he lives. A veteran of the Army, he completed his degree at Western Carolina University where he earned his bachelor’s degree in financial planning. While there, he lead a team of two other students in a nationwide financial planning competition, where they earned second place.

  • Harli Palme

    Harli Palme, CFA, CFP®
    Partner

    Harli joined Parsec in 2003. She is a CFA charterholder as well as a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition to her duties as an advisor, she is the firm's Chief Compliance Officer and the Director of Wealth Management. Harli is a member of the CFA Institute, the CFA North Carolina Society, and the Financial Planning Association. Currently, she serves on the board of OnTrack. She has a B.A. in English from Wake Forest University.

  • Jim Smith

    Dr. James F. Smith
    Chief Economist

    Jim joined the firm in 2006 as Parsec's first chief economist. He has had an outstanding 30-year career as an economist in business, government, academic, trade association settings, and has been an Adjunct Professor at Kenan-Flagler Business School at UNC Chapel Hill since 1988. He is an elected Fellow of the National Association for Business Economics (NABE) and served as its President in 1989-1990. He has served in organizations such as Sears, Roebuck and Co., Union Carbide Corporation, the Board of Governors of the Federal Reserve System, the President's Council of Economic Advisers and the National Association of Realtors®, among others. He is a member of the European Council of Economists and served as its co-chair in 2001-2003. Jim is a member of the forecasting survey panels for the Associated Press, Bloomberg, CNN, NABE, The Shiller/Zillow house price forecast, USA Today and the Wall Street Journal.

  • Carrie Tallman

    Carrie A. Tallman, CFA
    Director of Research

    Carrie has ten years of experience in institutional investments and served as a buy-side equity analyst in Atlanta, GA for seven years before joining Parsec in 2013. Carrie is a CFA charterholder and holds a B.S. in zoology and an M.A. in education from the University of Florida. Prior to working in finance she taught high school science and directed educational programming for a local zoo in Tampa, FL. A recent transplant to the Asheville area, Carrie loves living closer to family, exploring the great outdoors, and spending time with her Border Collie.

  • Ashley Woodring

    Ashley Woodring, CFP®
    Financial Advisor

    Ashley joined parsec in 2010. She is a CERTIFIED FINANCIAL PLANNER™ and a member of the Financial Planning Association.  Ashley was awarded the Claritas® Investment Certificate in 2014 by the CFA Institue. In addition to her duties as a financial advisor she is also the Director or Marketing. Ashley graduated from the University of North Carolina at Asheville with a Bachelor of Arts in both accounting and economics, and a minor in management. She is an avid runner and CrossFitter.

  • Michael Ziemer

    Michael J. Ziemer, CFP®
    Partner, Charlotte Office

    Before joining Parsec in 2004, Michael worked as an investment representative for Charles Schwab & Co., Inc. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is on the finance committee for Susan G. Komen Charlotte. In addition to earning a Bachelor of Business Administration degree with a major in finance from Indiana University, the Indiana native studied abroad at the American College of London in London, England. His focus overseas was international business. He has also completed professional studies at the College of Financial Planning.

     

* The “Partner” title denotes a senior level advisor with both employment longevity and an ownership interest at the firm.
** The title of “Managing Partner” describes those that provide strategic direction for the firm.

 

 

Support Professionals

  • Karen Augliera

    Karen Augliera, RP®
    Client Service Specialist

    Karen, a REGISTERED PARAPLANNER℠, assists clients with various account transactions, account information and other services for the Charlotte office. Originally from New Jersey, she has lived in the Charlotte area for more than 16 years. Karen graduated from Iona College with a Bachelor of Business Administration in business economics. Her previous work experience includes fourteen years as a liability claims adjuster and litigation examiner at Chubb and Son, Inc. She has also worked as a manager for a small retail store and a bank teller.

  • Misty Cardon

    Misty Cardone, RP®
    Client Service Specialist

    Misty assists clients with various account transactions, account information and other services. She has worked for more than five years in various positions in the customer service field. Originally from Virginia, she is no stranger to traveling. She attended the Hawaii Pacific University, worked on a yacht in the Caribbean and lived in the Virgin Islands. She is a licensed massage therapist, a certified open water diver, and is a REGISTERED PARAPLANNER℠ designee. Misty is currently attending Appalachian State University seeking a degree in Health and Wealth Promotions.

  • Anne Flink

    Anne A. Flink, RP®
    Client Service Specialist

    Prior to joining Parsec in 2012, Anne worked for a private oil and gas investment company based out of Scottsdale, Arizona as a landman and executive assistant. Her background includes six years in architecture as a custom residential and hospitality/resort designer. She has a B.S. in architecture from Arizona State University and is a native of Washington State. Anne is a REGISTERED PARAPLANNER℠ and enjoys spending time with her family outdoors.

  • Cristy Freeman

    Cristy Freeman, AAMS®
    Senior Operations Associate

    Cristy has been with Parsec since 1992 and acts as the firm's unofficial historian. She calculates the firm's performance data, coordinates the publication of the company's newsletter, and manages IT activities and special projects. She is an Accredited Asset Management Specialist℠ designee. A native of Western North Carolina, she holds an Associate in Science degree from Asheville-Buncombe Technical Community College. She has completed numerous continuing education courses about financial planning, various computer applications, and regulatory compliance.

  • Laura Greene

    Laura Greene, RP®
    Client Service Specialist

    Laura joined Parsec in 2012 to assists clients with various account transactions, account information and other services. She has a strong background in the hospitality and customer service field. Originally from South Carolina, she received a B.S. in business management from USC-Upstate. She is a REGISTERED PARAPLANNER℠ and loves living in the Asheville area.

  • Vicki Oxner

    Vicki Oxner, RP®
    Receptionist

    Vicki serves as the firm's receptionist. She joined Parsec in June 2007 after a long career with Wachovia Bank, serving in their operations division, the retail bank and their trust company. She has completed educational courses in trust administration, taxation and estate planning, investment management, and is a REGISTERED PARAPLANNER℠. Vicki is a native of Western North Carolina.

  • Mickie Rose

    Mickie Rose, RP®
    Client Service Specialist

    Mickie assists clients with various account transactions, account information and other services, and is responsible for various administrative duties for the Charlotte office.   She came to Parsec in 2005. She graduated from Pfeiffer University in 1992 with a Bachelors of Science degree in criminal justice. She is a native of New York but fell in love with the South while at Pfeiffer. Mickie had seven years experience as an administrative assistant and experience in marketing and sales prior to joining Parsec. She is a REGISTERED PARAPLANNER℠ designee.

  • Brian Smith

    Brian Smith
    Operations Associate

    Brian joined Parsec in 2013. He handles client billing and various other operational duties. His professional experience includes billing, bookkeeping, and defined benefit plans. A native of North Carolina, Brian graduated magna cum laude from Mars Hill College. He holds a B.A. in religion and psychology, with minors in music, biblical languages, and mathematics.

  • Melissa Stamatiades

    Melissa Stamatiades
    Operations Associate

    Melissa joined Parsec in 2013 as a member of the operations team. Her professional experience includes institutional asset management, real estate and most recently working with the US Government. She graduated from the University of North Carolina at Charlotte with a Bachelor of Science in finance. Melissa enjoys playing tennis and golf with her family in Western North Carolina.

  • Wendy Stokes

    Wendy Stokes
    Client Service Specialist

    Wendy assists clients with various account transactions, account information and other services. A native of Fort Lauderdale FL, Wendy has lived in Asheville most of her life. After attending Asheville Buncombe Community College with a major in Business Administration, Wendy worked in the Commercial Loan Department at First Union National Bank. She went back to school, attending Cecil's Junior College majoring in Travel and Tourism, before beginning her career as a travel agent. After years of traveling the world, she moved back to Fort Lauderdale in 2001 and joined a Registered Investment Advisor group. Missing WNC, she moved back to Asheville and joined Parsec in 2013.

  • Sherry Wells

    Sherry Wells, CTFA
    Senior Client Service Specialist

    Sherry assists clients with various account transactions, account information and other support services. A native of New York State, Sherry has lived in Asheville, NC, for most of her life. She is a graduate of Southeastern National Trust School at Campbell University, as well as a graduate of the American Bankers Association National Graduate Trust School. Sherry has earned the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. After spending 25 years at Wachovia Bank as a trust administrator, she joined Parsec in 2007, bringing considerable trust and investment management experience.

 

 

CFP®  and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFB Board's initial and ongoing certification requirements.

AAMS®  and ACCREDITED ASSET MANAGEMENT SPECIALIST℠ are service marks of the College for Financial Planning®.

REGISTERED PARAPLANNER℠  and RP℠ are service marks of the College for Financial Planning®. The RP designation indicates satisfaction of course requirements set forth by the College.

CFA and CHARTERED FINANCIAL ANALYST are trademarks owned by the CFA Institute.