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Client-centered. Connected. Trusted.

Client-centered. Connected. Trusted.

Our experienced team and strong ties to Shelby State Bank and LPL Financial means you can count on us to provide customized financial guidance, tried-and-true products and high levels of service, close to home.

From investment consulting to financial planning and insurance services, our team works together to provide a connected experience, from start to finish.

Connect with us today.

James Stovall


(231) 861-6053

(231) 861-2468

James began his career in the financial services industry in 1995 and is qualified as a General Securities Principal (Series 24), General Securities Representative (Series 7), an Investment Adviser Representative (Series 66) held...

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Jerad Hurd, CRPS™

LPL Financial Advisor

(231) 259-8332

Jerad joined the Parallel Wealth Advisors team in 2021.  Serving our northern markets primarily, Jerad takes a consultative approach in assisting clients in all aspects of their financial lives.Jerad is qualified as a General...

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Anna Flood

Client Services Administrator

(231) 861-6001

(231) 861-2468

With a passion for serving others, Anna has been in customer service since 2002 and specifically in the financial services industry since 2011. When not at work, Anna and her husband are very involved with their church and they enjoy...

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