Meet the Team

The Parr McKnight Wealth Management Group has over 140 years of combined experience as trusted advisors. We are committed to help you plan effectively, invest wisely and map a realistic course for your future.

Tony Parr, CFP®

Partner

As the founding partner of The Parr McKnight Wealth Management Group, Tony has had the privilege of being a trusted advisor to families and institutions for over 25 years. He has been instrumental in assembling the team, defining the long term vision, and putting in place the structure and processes to effectively deliver exceptional service for clients. Tony brings energy, enthusiasm and creativity to the team and to our family of clients.

Tony wants to have a positive impact on the lives of other people and make his own little dent in the universe.

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Brian McKnight, CFP®

Partner

Brian joined the firm in 1998 and is a founding member of The Parr McKnight Wealth Management Group. He plays an instrumental part in the team’s management of more than 55 public pension plans and is a portfolio manager for the team’s strategies. As a portfolio manager, Brian oversees, implements, monitors and adjusts the strategies based upon decisions made by the investment committee. Brian formulates advanced estate planning strategies that helps clients build, manage, preserve and transition wealth.

Brian’s mission is to help clients accomplish their goals in all facets of their lives.

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John Rudi, CFP®

Partner

As a partner of The Parr McKnight Wealth Management Group, John drives much of the planning and follow up involved in the client advisory process. Areas of focus include net worth management, asset preservation, estate strategies, education planning, and liability management. He also helps retirees plan for consistent and predictable streams of income. In addition, John is constantly finding ways for the team to best utilize technology in an effort to make the planning process as clear and simple for clients as possible.

John strives to help clients realize that they have what it takes to be successful, financially secure, and live the life of their dreams.

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Nelson Moen

Financial Advisor

Nelson is involved in all steps of our client advisory process, from working with the back office to meeting with clients. His primary roles are conducting investment research, market and strategy reviews, insurance updates, and performance evaluations. In addition, he handles much of the follow through on client action items and he leads the firms Portfolio Review Process, creating an executive summary of prospective client’s investment assets that are held away from the firm.

Nelson believes that a comprehensive wealth management plan is a key component to maximizing opportunity and happiness throughout our clients’ lives.

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Barb Folz

Senior Registered Relationship Manager

Clients benefit from Barb’s 35 years of industry experience, Iron Range work ethic, and vast understanding of our firm’s resources and systems. Whether it’s processing retirement income distributions, coordinating client deposits and withdrawals, managing account transfers, or providing account reporting or tax documentation, Barb works proactively to ensure clients have a tremendous service experience.

Barb’s attention to detail and commitment to deliver the highest level of personal service to clients makes her an integral part of the team.

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Patti Kavanagh

Senior Registered Relationship Manager

Patti has over 20 years of experience in the financial services industry and provides an elevated standard of care to our clients and their families. Working with the team and with our clients’ attorneys and/or CPAs, she collaboratively plans long term strategies overseeing financial assessments and family needs.

Patti is focused on deepening multi-generational relationships with our clients and continuously strives to be attentive to their financial needs.

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Allie Northrop

Client Relationship Associate

Allie specializes in client service, as well as other operational and administrative tasks around the office. In addition, she is the point of contact for our Fire Department Relief Association clients. Whether it’s processing retirement income distributions, coordinating client deposits and withdrawals, managing account transfers or providing account reporting or tax documentation, Allie works proactively to ensure clients have a tremendous service experience.

Allie’s goal is to ensure that all clients receive exceptional service.

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Katie Meek

Client Relationship Associate

Katie manages scheduling and is responsible for preparing all necessary materials for client meetings. She specializes in client service and other operational and administrative tasks around the office. Katie is also the friendly face that welcomes you to our office.

Katie’s passion is putting clients first in her every day work and providing remarkable customer service in each client interaction.

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LET’S TALK

333 South Seventh Street, Suite 2370
Minneapolis, MN 55402
Directions
(612) 324-0240
info@pmwmg.com
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