Enriching the Lives of Those We Serve.

The Parsonex Story

Service Through Relationship

A partnership for every season, milestone and stage.

Strategies Built Around Your Life

Your goals, your plan, and your priorities, at the center of everything.

Advice That Keeps You on Course

Steady guidance for the moments when it matters most.

Our Team

The people behind the partnership.

Jonathan Miller, Parsonex financial professional

Jonathan Miller

Founder & CEO

Jonathan Miller is the founder and CEO of Parsonex Enterprises. Licensed in the financial industry in 1999 during his senior year at Iowa State University, he founded Parsonex Securities at twenty-nine. The firm launched in the midst of the 2008 financial crisis and was built from the ground up through bull and bear markets, a global pandemic, and decades of industry change. Over twenty-seven years, he has worked across nearly every facet of the industry. Today he leads the firm’s wealth management practice and its team of advisors while building Parsonex Amplify, the firm’s technology company bringing AI and automation to wealth management. He is the author of Built to Compound: Wealth in Plain Sight, the philosophical foundation for everything the firm does. He is guided by a single conviction: that ordinary people can achieve extraordinary outcomes when they have honest guidance, disciplined strategies, and a trusted partner.

Matthew R. Pettera, Parsonex financial professional

Matthew R. Pettera is COO and CCO of Parsonex, a registered principal overseeing operations and compliance across the firm’s advisory and brokerage businesses.

Matthew R. Pettera

COO & CCO

Abbie Williams, Parsonex financial professional

Abbie Williams is Director of Finance and Accounting at Parsonex Enterprises, where she oversees financial operations across the firm’s multi-entity family of broker-dealer, RIA, and fund-level businesses.

Abbie Williams

Director of Finance

Salma Abdulla, Parsonex financial professional

Salma Abdulla, CFA, CFP® is the Portfolio Manager with over 20 years of experience. She manages a variety of investment strategies and oversees the firm’s wealth management portfolios.

Salma Abdulla

Portfolio Manager, CFA, CFP®

Robert Max, Parsonex financial professional

As Chief Growth Officer, Robert Max leads growth strategy at Parsonex. With nearly two decades driving growth across industries, he is also a sought-after speaker on the intersection of human behavior, business, and entertainment. He holds a degree from the University of Pennsylvania.

Robert Max

Chief Growth Officer

Steve Gonzalez, Parsonex financial professional

Steve Gonzalez

Field Partner

John McCarthy, Parsonex financial professional

John McCarthy

Field Partner

Carol Griffin, Parsonex financial professional

Carol Griffin

Field Partner

Robert Sutton, Parsonex financial professional

Robert Sutton

Field Partner