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

  • Fall 2022 Newsletter

    Tidbits about Life, Health and Wealth.

  • Forbes 2022 Best-In-State Wealth Advisors

    Tony Parr, Partner, and Brian McKnight, Partner, have been recognized by Forbes Magazine as one of the Best-In-State Wealth Advisors in 2022.
    The Forbes Best-In-State Wealth Advisors in 2022 rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

  • Forbes 2022 Top Next-Gen Wealth Advisor Best-In-State

    John Rudi, Partner, has been recognized by Forbes Magazine as one of the Top Next-Gen Wealth Advisor Best-In-State in 2022.
    The Forbes Top Next-Gen Wealth Advisor Best-In-State in 2022 rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

  • Tony’s Top Reads for August 2022

    Every few months, I compile a list of articles or videos that have had an impact on the way I see the world, think about the future, or relate to others. In Tony’s Top Reads, I like to share some of these tasty morsels that brought me clarity, perspective or joy. Below are my top reads PLUS one TOP WATCH and one TOP LISTEN for August. MORE WISDOM, LESS TIME.

Katie Meek -
Registered Client Relationship Associate

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 Katie, 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?

This is my first job in the industry! This month is my 4-year anniversary.

What keeps you in the business?

I love building relationships with clients. It brings me joy and fulfillment to be a small part of their financial journey and to be a friendly voice on the other end of the phone.

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

To be successful in this job, I need teammates who teach and support me and I need to be detail-oriented, empathetic, and efficient.

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

My favorite thing about Parr McKnight is the fast-paced environment! Everyone works so hard and it’s inspiring to be a part of a group making a difference in so many families’ lives.

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

Chick-fil-a. Their food is incredible and their business model encourages kind interactions with each customer which is something I really get behind!

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

If I found myself stranded on a desert island, chances are I finally got the courage to apply to Survivor, in which case I would want my Brita water bottle, a baseball cap and my Bible to encourage me throughout the journey!

What is your motto / personal mantra?

Maya Angelou – People will forget what you said, people will forget what you did, but people will never forget how you made them feel. (and I add, so be kind!)

How do you like your eggs?

Over easy and on a piece of avocado toast!

What is your favorite local activity?

My happiest place locally is on a boat or paddleboard on Lake Minnetonka! My husband and I first met during a high school party there and we’ve had endless fun memories on the lake ever since.

What hobby outside of work are you really passionate about and why?

I am really passionate about exercise in general and specifically running! I hope to run my 4th marathon this fall – it’s a blast to be a part of a community of people who love to stay active and enjoy time outdoors.

Describe yourself in three words

Total dog mom.

When you retire, you want to enjoy…

While retirement is a long way off for me, I look forward to traveling often and spending as much time as possible with all of my loved ones! More often than not, you’ll probably find me at a beach 😊

Tony close up Tony and wife with two dogs Tony skiing