Our Team

President, 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 FP Transitions, a nationally acclaimed valuation 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 also does market research on other investment firms and companies to make sure we are current and up to date in a constantly evolving industry.  He is currently a member of a national study group.  In his free time, Jon enjoys traveling and spending time with his wife, Becky and two teenage sons.

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. 

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 in May of 2018, 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.

Diane joined the Parkhurst Financial Services team as of October, 2019.  She has many years of office experience in a variety of office settings, as well as fourteen years as Assistant to the Office Manager of a financial services company.  She holds an Associate’s Degree in Executive Secretarial Science and has kept her skills current with many computer courses over the years.   Diane provides part-time general office assistance at Parkhurst, including data entry, electronic file transitioning, client management system updates, and handling office mailings.