Ballast Advisors was recently featured in St. Croix Valley Magazine’s April/May 2021 issue on our comprehensive financial planning services.
MN
Paul L. Parnell, APMA®, CRPC®
Tel: 651.478.4644
[email protected]
683 Bielenberg Drive, Suite 208
Woodbury, MN 55125-1715
ballastadvisors.com
Paul L. Parnell, APMA®, CRPC®
Managing Partner | Wealth Advisor
Paul is a Founding Partner of Ballast Advisors. He has over twenty-three years of experience in guiding clients and helping them prepare for a sound financial future. He specializes in financial planning, including wealth management solutions and risk reduction strategies for a select group of families, professionals, business owners, and retirees. Paul also oversees the general business and strategic direction of the firm. He serves on the firm’s Executive and Investment Policy Committees.
He is an Accredited Portfolio Management Advisor (APMA®) and holds the Chartered Retirement Planning Counselor (CRPC®) designation. He is a member of the Financial Planning Association. He serves on several local boards, including the board of directors for the Woodbury Community Foundation, where he works to enforce their mission connecting people and organizations with causes that matter.
Paul resides in Woodbury, MN with his wife, Gloria and children. In addition to spending time with his family, he enjoys golfing, reading and running.
Rich Gerczak, CFP®
Tel: 651.200.3110
[email protected]
3820 Cleveland Ave N, Suite 500
Arden Hills, MN 55112-3298
ballastadvisors.com
Richard Gerczak, CFP®
Managing Partner | Wealth Advisor | CERTIFIED FINANCIAL PLANNER™
Rich is a Founding Partner of Ballast Advisors. As a Certified Financial Planner for the past 22 years, Rich has helped many families reach their financial goals. Rich focuses his practice on helping clients invest soundly, minimize taxes, educate their children, retire comfortably and preserve their estates. He also serves on the Executive and Investment Committees within the firm.
Rich has been recognized numerous times by local publications and organizations for his work as a Financial Advisor. He has also served in many leadership roles for the development and training of other Financial Advisors. He is an active community member serving in many church and civic organizations. Rich has served on a few local non-profit boards, worked as a mentor for The Boys and Girls Club and served as a local school board member.
Rich graduated from the University of Wisconsin Madison with a degree in Business Administration and major in Accounting. He began his professional career as an Accountant for a Fortune 500 company here in the Twin Cities. He is a member of the American Institute of Certified Public Accountants (AICPA).
Rich resides in St Paul with his family. He enjoys time at his family cabin, reading history books and spending time outdoors.