Traci Parish,
FPQP® Paraplanner and Director of Client Services & Operations, Peaks Financial Practice Business Coordinator, RJFSAThroughout her career in financial services, Traci has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.
She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.
Before joining our team in April 2012, Traci was a teacher at Montessori Children’s House and a business manager at Arlington Imports. She earned a certificate in paraplanning from Kaplan University and holds a life insurance license.
Originally from Fort Worth, Texas, Traci lives in Poulsbo, Washington, with her partner, Jason, and children, Corbin and Ashton. In her free time, Traci enjoys hiking, bicycling, golfing and exploring the Pacific Northwest.
Traci gives back to her community. She is a volunteer board member of Give to Heal.
