President and founder of Parkhurst Financial Services, Inc., Jim started the firm in May 1971 after graduating from college and having completed a tour of duty in Vietnam. His original training program with The Travelers Insurance Company was Financial Planning before it became the buzz word it is today. Jim earned the professional designation of Chartered Life Underwriter (CLU) in 1978 after three years of study, and in 1984, following three additional years of study, earned the Chartered Financial Consultant (ChFC) designation. Jim is a past President of the Society for Financial Planning and is currently a member of the Estate Planning Council of Cleveland and the Cleveland Association of Insurance Financial Advisors. Jim has served on the Advisory Councils of Travelers Insurance and two broker/dealers and is currently involved in two study groups that focus on changing trends in the industry and evolving topics that influence how we do business and work with our clients. Jim was inducted into the Independent Advisors Hall of Fame in early 2008 for excellent service to clients in the insurance business. Jim is also responsible for market research on other investment firms and companies to make sure we are current and up to date in a constantly evolving industry.
James H. Parkhurst
Jon J. Parkhurst
Jon Parkhurst graduated cum laude with a B.S. in Business from Miami of Ohio University and spent seven years as a CPA at the Cleveland office of Ernst & Young, LLP before joining Parkhurst Financial Services in 2002. In 2005 Jon earned the prestigious CFP® designation. Jon is part of the Select Adviser Group at SEI Private Trust Company. He meets annually with top SEI executives, portfolio managers, and economists to discuss where the firm and markets are headed. Jon also works with Moss Adams, the nationally acclaimed accounting and consulting firm, through an annual nationwide study, to benchmark how our firm is doing against some of the top firms in the country. Jon is responsible for conducting the firm’s due diligence of the fund families whose products we offer. He previously served as a member of the MetLife Advisory Committee and is currently a member of a national study group.
Angel began her career in the financial services industry over eleven years ago. She currently holds her Ohio Insurance license and has extensive experience working with clients. Prior to joining Parkhurst Financial Services, she served as a Processing and Client Services Manager where she supported a team of advisors as well as headed the processing department. Angel will be providing assistance to clients to provide quality customer service.
Nicole began her career in the financial services industry over ten years ago. She currently holds her Ohio Insurance license and has extensive experience dealing with a wide range of investment products and companies. Prior to joining Parkhurst Financial Services in January 2016, Nicole worked as a Client Service Associate where she worked very closely with a team of advisors and their clients, providing a high level of quality and service.
Kyra began her career at The Travelers Insurance Company where she served for nine years as Executive Secretary to the Manager. She joined Parkhurst Financial Services in 1984 and has spent the last 28 years performing executive duties in insurance, investments and general management of financial services field operations. Kyra also handles problem resolution for top clients, acting as a liaison between clients and the firms we work with.