Parker Trelstad

How do I help our clients Live a Richer Life®?
I help clients Live a Richer Life® by focusing on their values, passions, and interests. The discovery process involves going beyond the balance sheet to identify their life goals and what they truly love most. Through focusing on clients’ unique lives, I can create a comprehensive plan that evolves as they do!

How do I align my time and money with my values and passions to Live a Richer Life®?
Authenticity, Connection, and Growth are important to me. I thrive around others, so I choose to invest my time and money in meaningful experiences that bring together my friends, family, and community. I love creating new memories through exploring the great outdoors, traveling, watching Gonzaga basketball, and trying new food!