Mirus
Latin for wonderful, astonishing and extraordinary.

(pronounced phonetically as MEER-us)

Planning
Contemplating life and financial goals–

designing thoughtful and congruent strategies—actively employing
tactics in the pursuit and maintenance of meaningful objectives. 

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CHAD PARMENTER
CFP®, CLU, ChFC, CDFA™, RICP®, BFA™
Lead Advisor

Chad Parmenter founded Mirus Planning, LLC in November, 2009. He has been practicing in the financial services industry since 1992. Chad is married with two sons. He enjoys reading, taking advantage of various Northwest outdoor activities and attending sporting events involving his sons. His favorite activity is spending time with close friends and family.

 

Profile & Experience


Work History

  • Member and Founder, Mirus Planning, LLC, 2009–Present
  • Member, Prospera Wealth Management, LLC, 2007–2009 
  • Member, APC Financial Services, LLC, 2004–2007
  • Director of Exceptional Producer Program, BISYS Potomac, 2001–2004
  • Registered Rep & Variable Life Director, Manulife Financial, 1999–2002
  • Registered Rep & Regional Sales Specialist, Provident Mutual & 1717 Capital Management,
    1995–1999
  • Registered Rep, Mass Mutual, 1994–1995
  • Registered Rep, John Hancock, 1992–1994

Education

  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Certified Divorce Financial Analyst (CDFA™)
  • Retirement Income Certified Professional (RICP®)
  • Behavioral Financial Advisor (BFA™)
  • Graduate School—Speech Communication, Colorado State University  (1990–1992)
  • Bachelor of Arts—Speech Communication, Oregon State University  (1986–1990)
  • Securities licensed in AK, AZ, CA, CO, CT, HI, ID, KS, MA, MI, NJ, NV, OR, PA, UT, VA, and WA
  • Insurance licensed in WA, OR, CA, AZ, ID, PA

 

Industry Memberships

  • Financial Planning Association (FPA)
  • Institute for Divorce Financial Analysts (IDFA™)
  • Financial Services Institute (FSI)

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TINA MURISON
Director of Operations & Client Services

Tina was born and raised in Seattle, Washington. She is a graduate of Washington State University and has been working in the Accounting and Financial Services industry since 1994. She has been working with Chad Parmenter since November, 2004 handling operations and client services. Tina lives in Seattle with her husband and their two sons. She enjoys spending time with her family taking hikes, traveling, going to the movies and seeing the sights around town.

 

Profile & Experience


Practice Responsibilities

  • Appointment scheduling
  • Coordination of client events
  • Client paperwork, tax packets, requested materials, online access, operations questions
  • Liaison between home office and clients
  • 401(k) plan questions and answers
  • Office operations and compliance

Work History

  • Operations and Relationship Coordinator, Mirus Planning, 2009–Present
  • Administrative Assistant, 2007–2009
  • Accounting Assistant, 2000–2007
  • Office Manager, 1994–2000

 

Education

  • Bachelor of Arts degree, Washington State University, 1992

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KYLE TEMPLE
CERTIFIED FINANCIAL PLANNER™
Senior Support Planner

Kyle is from Camas, WA and has been living in the Seattle area since his graduation from Washington State University. Previously working for a local wealth management firm, he has gained a vast amount of knowledge and experience during his time in the financial services industry. Kyle hopes to bring his passion for finance and technology to better serve clients on their terms. He enjoys Seattle sports, the local outdoors, traveling, and hanging out with friends when he’s outside the office.

 

Profile & Experience


Practice Responsibilities

  • Client support and planning
  • Investment Analysis
  • Portfolio design and implementation
  • Technology and innovation
  • Client interaction and service

Work History

  • Certified Financial Planner (CFP®)
  • Financial Associate, Local Wealth Management Firm 2014-2017
  • Investment Advisor Rep, Regional Broker/Dealer 2013-2014

 

Education

  • Bachelor of Arts- Degree in Finance, Washington State University 2013

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