Investment Advisor & Portfolio Manage
Steven Parkinson has dedicated almost 30 years to developing and implementing proven processes and strategies for clients seeking to improve their investment portfolios and retirement programs. He serves both individual and corporate clients in most western states. His background includes both investment management and office supervision and was the Chief Compliance Officer at Clearwater Wealth Management.
Steven enjoys working with real estate and owns and manages several residential rental properties, a gravel pit, and commercial properties. He is an investor in various syndicated real estate ventures, and would love to do his own syndicate one day. Steven lives in Logan, Utah with his wife Lori.