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Lena Parrish

Client Services Specialist

Quad Cities

My responsibility at The Planning Center is first and foremost to assist all clients and staff throughout all of the offices. Whether it be opening a new account, helping answer the phones or working on a special project, I am always willing to help! When I’m not aiding someone, I am keeping busy with something technical to make things run smoothly. I greatly value helping others and I will do whatever I can to create a positive experience for our clients.

“I hope you’re proud of yourself for the times you’ve said ‘yes,’ when all it meant was extra work for you and was seemingly helpful only to somebody else.” [Fred Rogers]

I was born in California but I grew up and currently reside in the Quad City area. I greatly enjoy spending as much time as I can with my son and husband. We love getting outdoors and going for walks, hikes, riding bikes or just playing out in the yard. A hobby of mine is bargain hunting. I love when I find a great deal on something! We do love to travel and see new places, but then there are the times when we enjoy staying home and relaxing. Quality time with family and friends is priceless!

Credentials

Education: 

  • Associate of Arts – Black Hawk College
  • Pursuing a Bachelor’s Degree in Business Management – Western Illinois University

Experience: 

  • 10+ years experience working in banking. I enjoy being able to assist clients efficiently and accurately while creating a positive experience.

 

 

Who inspires me
My family and friends.

My life’s biggest milestone:
The birth of my son. Being able to spend every moment I can with him and watch him grow and change every day is my life’s biggest reward.

My greatest extravagance (under $100):
Going to live shows to see my favorite bands.

In my spare time:
I enjoy spending time with my family and friends, playing tennis and traveling.

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

50
Year Vision

Forward Looking

We make decisions with future generations in mind

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

100 Percent
Independent

Objectivity

We listen and keep an open mind

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

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