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Parcion Private Wealth | Young Successor Video Series

00:55:00

Sep 16, 2020 03:47 PM

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Speakers

Kyle Caouette
Partner, Relationship Manager @Parcion Private Wealth
Kyle continues his 13+ year career in private wealth management with a focus on customized portfolio construction and investment research. Kyle is an experienced advisor who drives Parcion’s client advocacy for business owners throughout their succession planning and sales process. Kyle graduated from University of Washington with a degree in economics. Kyle is a CFA® charterholder and Certified Financial Planner™ professional. Kyle serves as President of the East King County Estate Planning Council and is a Member of Seattle Children’s Legacy Advisors. He is actively involved with Seattle Humane, University of Washington’s Alumni Mentorship Program and CFA Society of Seattle. Outside of the office, he is an avid Seattle sports fan and enjoys playing golf.
Brandon Stogsdill
LMHC, CMHS, CDP Clinician @Premier Therapeutic Experience
Brandon received a masters in clinical psychology, counseling and addiction. He is a licensed mental health counselor (LMHC), child mental health specialist (CMHS), and chemical dependency professional (CDP). He worked for several non-profits that supported youth as well as a therapist at Sound Health for nine years. He is the chief clinician at Premier Therapeutic Experience where he primarily focuses on anxiety, depression, addiction, and trauma and utilizes cognitive-behavioral therapy. His work has been featured on KCPQ television, KPLU, EDGE, and KLICK radio, and in the Redmond and Renton Reporter. Lastly, he is a doctorate in clinical psychology candidate.
Dr. Kalea Wattles
Naturopathic Physician @The Institute for Functional Medicine
Dr. Kalea Wattles is a Naturopathic Physician specializing in fertility and Functional Medicine. She earned her doctorate from Bastyr University and received additional training from The Institute for Functional Medicine. ​ Dr. Wattles combines her Naturopathic and Functional Medicine training to treat patients with a “Functional Fertility” perspective, using a root-cause, science-based, body-systems approach to cultivating a fertile body. She is dedicated to using this patient centered method to support patients anywhere on their fertility journey – whether they are thinking about getting pregnant for the first time or exploring advanced fertility treatments. ​ Dr. Wattles has been a clinical staff member at The Institute for Functional Medicine since 2017, where she develops curriculum for advanced training in male and female hormones, thyroid and adrenal function, and gut health. She also sees patients in her clinical practice at Vida Integrated Health in Bellevue, WA.