Business Succession/Exit Planning

Date: Monday, September 28, 2015
Time: 12:00pm - 1:00pm
Location: Petroleum Club of Anchorage
Speaker: Steve Parish




Steve Parrish is an independent consultant, providing services for financial service companies, including the Principal Financial Group.  He is also an Adjunct Professor at Drake University, focusing on business law. With more than 35 years’ experience as an attorney and financial planner, Parrish frequently addresses the challenges of business owners and executives nationwide.

Parrish is an expert on business owner estate and financial planning, including buy/sell agreements and exit planning as well as executive compensation. He is a recognized industry authority, spokesperson and author serving as an ongoing columnist for both and the Journal of Financial Service Professionals

Parrish has served as an expert source for such prominent media outlets as MarketWatch, Wall Street Journal,  HR Magazine, and Journal of Financial Planning. He is also an Associate Editor of the Journal of Financial Services Professionals. In addition, he is a sought-after speaker with industry organizations such as the Million Dollar Round Table, Society of Financial Service Professionals, and Association for Advanced Life Underwriting, and he addresses various state and local accounting, legal and estate planning associations.  Parrish also addresses numerous business organizations nationwide. 


Parrish was employed at The Principal® from February 1997 until June, 2015, and began teaching at Drake University in 2015.  Prior to that, he served as vice president, marketing services for Amerus Life Insurance Company. He began his career as an attorney and advanced sales director in Minneapolis. He became a financial planner and agent in Atlanta, where he was a co-owner of Walker Parrish Financial Group. Steve received his B.A., Cum Laude, from Saint Olaf College and his Juris Doctor degree from the William Mitchell College of Law.



Visit Parrish’s Forbes column at



Steve Parrish, JD, CLU, ChFC, RHU



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