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Kary Parks

Kary Parks

Portfolio Manager at Stockman Wealth Management, Inc.

Kalispell, MT , United States

About

Kary Parks is a Portfolio Manager at STOCKMAN WEALTH MANAGEMENT, INC., based in Kalispell, Montana, where she oversees the construction and management of client investment portfolios, tailored to individual financial goals and risk profiles. Her responsibilities include developing asset allocation strategies, conducting research on financial markets, and collaborating with clients to align investment decisions with their long-term objectives. Parks leverages her expertise in a broad range of asset classes—including equities, fixed income, and alternative investments—focusing on delivering a diversified and risk-adjusted investment experience. The search results confirm her association with Stockman Wealth Management in Kalispell, MT, though they do not specify further detail on sector or industry focus. Parks brings valuable experience from her previous role as Road Club Coordinator at Hanser's Wrecker & Remediation, where she honed project management and client communication skills that now complement her investment advisory work. Her transition into wealth management reflects a commitment to professional growth and client service excellence. Parks holds a Financial Planning Certificate from the Boston Institute of Finance and a BS in Wellness Management/Exercise Science from Black Hills State University. These credentials reflect her dedication to both technical financial competencies and holistic client well-being. While direct information on her investment philosophy or sector specializations is not available in the search results, her background in financial planning and portfolio management suggests a focus on comprehensive wealth strategies for individuals and families. To date, Parks’ career highlights reflect her ability to integrate rigorous financial analysis with a client-centered approach, contributing to the integrity and performance of Stockman Wealth Management’s investment offerings. Further contributions or notable achievements within the investment industry are not detailed in the available information.

Career History

OrganizationRoleDate RangeDetails
Stockman Wealth ManagementPortfolio ManagerFeb 2017 to Present
Hanser's Wrecker & RemediationRoad Club CoordinatorNov 2015 to Feb 2017

Education

Boston Institute of Finance

Financial Planning Certificate, Financial Planning and Services

2018 2019

Black Hills State University

BS Wellness, Management/Exercise Science

2005 2009

Skills & Expertise

Bilingual
Computer Literate
Customer Service
Personal Training
Fitness
Athletes
Group Exercise
Fitness Training
Athletics
Exercise
Strength Training
Functional Training
Toning
Circuit Training
NASM
Sports Nutrition
Corrective Exercise
Weight Training
Wellness
Nutrition
Endurance
Operant Conditioning
Wellness Coaching
Exercise Physiology
Cardio
Kinesiology
Strength & Conditioning
Core Strength
Injury Prevention
Plyometrics
TRX Suspension Training
Performance Enhancement
Fitness Consulting
Weight
Boot Camp
Group Training
Nutritional Counseling
Athletic Training
Pilates
Weight Loss Coaching
Bodybuilding
Stretching
Agility
Weight Management
Group Exercise Instruction
Lifestyle
Corporations
Lifestyle Coaching
Fitness Instruction
Flexibility Training
Strength And Conditioning

Others at Stockman Wealth Management, Inc. (8)

NameRoleLocation
Claudine Johnson
Claudine Johnson
Portfolio ManagerKalispell, MT , United States
J
Jennifer Hemphill
Investment OfficerBillings, MT , United States
Melissa Yackley
Melissa Yackley
Senior AnalystBillings, MT , United States
Kyle Geffre
Kyle Geffre
Senior Portfolio ManagerBillings, MT , United States
Molly Werk
Molly Werk
Portfolio ManagerMissoula, MT , United States
Nate Fisk
Nate Fisk
Portfolio ManagerBillings, MT , United States
Sean Burt
Sean Burt
Portfolio ManagerMissoula, MT , United States
Travis Hartman
Travis Hartman
Portfolio ManagerBozeman, MT , United States

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