Insights

Below we have curated a collection of high quality podcasts and articles designed to provide clarity, insights and enlightenment on topics that our clients are talking about. When you become a client, you become a part of our work family so we always will keep you updated on what is going on with our team through our Employee Spotlight.

TOP NEWS

Forbes 2021 Best-In-State

Tony Parr and Brian McKnight have been recognized by Forbes Magazine as one of the Best-In-State Wealth Advisors in 2021

Tony's Top Reads for July 2021

Here is a list of articles and videos that have made an impact on the way I see the world, think about the future, and relate to others. If you find something of value in this edition of Tony's Top Reads, please forward to someone you care about!

Spring Newsletter

Tidbits about Life, Health and Wealth. Special doggy edition!

* Wells Fargo Investment Institute Inc. is a registered investment adviser and wholly owned subsidiary of Wells Fargo, N.A. a bank affiliate of Wells Fargo & Company.

Video Shorts

Bite size nuggets of wisdom to help you succeed with life and finances.

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

Putting Together the Retirement Income Puzzle

What key pieces will make up your retirement income puzzle?

What Would Happen to Your Estate

Estate planning documents can help you manage your estate.

Record Government Spending Boosts Tax Free Income

Record government spending for COVID-19 could lead to higher tax rates, boosting the appeal of tax-free income.

Nelson Moen

Patti Kavanagh, FPQP®
Director of Relationship Management Chief Administrative Officer

Welcome to our Employee Spotlight!

We have an incredible group of talented, fun, and dedicated employees here at Parr McKnight. Our Spotlight focuses on our people who contribute to the success of our firm. This month we are sitting down with Patti, to hear more of her passions, her history, and her exciting year so far…

What was your first job in this industry and for how long?

I loved my first job in Operations for Wells Fargo Bank* (First Interstate Bank) in downtown Phoenix in the 80’s while in school. When balances were on micro phish, and smoking was allowed at your desk (they had banned drinking a few years prior - *gasp*). I went home each day smelling like an ashtray, and grateful for learning skills that you can’t teach from a book today. Zero automation; making decisions by asking questions and trusting your gut. Lending transactions were sometimes completed with a handshake. The environment promoted critical thinking outside the box and a 6th sense related to intangible soft skills. It was a great place to start my career.

What things do you need to be successful in this job, and what are the deal killers for you?

A leadership team that promotes growth with concern for the overall plan and results - Respecting my individual style and day-to-day habits. Deal killer: stagnation and the lack of teamwork.

What is your most favorite part about working with Parr McKnight?

The sense of community, and our team’s genuine desire to help people; working in unison to help achieve results for our clients.

If you had unlimited funds to invest in a retail franchise, which one would it be and why?

If there were a franchise for renovating 1920 Storybook homes on a Home Improvement Network, it would be a lock. Their distinctive, whimsical architecture with crooked walls and swayback roofs exude unparalleled historic charm. All other homes need not apply.

If you are a seasoned veteran, what advice would you give to those new in the industry?

If you think you know everything, you can’t learn anything. Career development is the constant pursuit of continuing education.

If you were stranded on a deserted island, what three things would you have and why?

Coffee, a jump rope, my dog, and endless episodes of Ted Lasso on my iPad with a never draining battery. Ok, that’s four, or maybe five if you count the battery.

What is one interesting fact that not many people know about you?

I was fortunate to enjoy being the household CEO and director of child development for Team Kavanagh when our kids were little. I started an interior design business when I couldn’t find bedding to fit oversized mattresses without breaking the ‘Bank of Ireland’ on custom bedding. Sewing and creating for myself led to assisting others with textiles, refurbished antiques, and spatial planning designs. I created many baby room spaces and sold products to local boutiques. My husband called it my “non-profit,” as it generated more joy than revenue. The business part came to an end when we moved to Idaho in 2005, but I was blessed to devote more time to my mom role with the kiddos.

If you could have one superpower, what would it be and why?

Making dogs immortal. No explanation needed – if you know, you know.

Describe yourself in three words:

Gregarious, Goofy, Grateful

What is your motto/personal mantra?

A meaningful life is not being rich, being popular, or being perfect. It’s about being real, being humble, being able to share ourselves and touch the lives of others.

If you were an animal, what would you be and why?

Our Wheaton, Maisie. I’m convinced there’s not a more spoiled animal on the planet.

When you retire, you want to enjoy….

The ocean – It stirs the heart, inspires the imagination, and brings eternal joy to the soul.

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