Mike Parent, Financial Planning Coordinator, assists with client services and paraplanning. In this dual role, he coordinates appointment schedules, helps to keep clients’ files current and collects the critical information required for full-service planning. Mike also conducts research and helps draft plan reports.
Currently studying to become an investment advisor representative (IAR), Mike likes working with numbers and helping people—an ideal combination for his future career as a financial planner. Mike holds a Bachelor of Science degree in business administration with a concentration in finance from Husson University in Bangor, Maine. He gained experience as a paraplanner through an internship at Deighan Wealth Advisors in Bangor.
Mike and his wife both like to travel. When they’re not out on a new adventure, they often enjoy hiking down the Maine coast. They live with their daughter in the Bangor area.