August 20, 2017

About Us

Daniel I Parrish, President

Daniel I. Parrish, CLU, CFP
-President
dan@dpiservices.com

Professional Experience

Dan Parrish is a Charter Life Underwriter and a Certified Financial Planner and is the President of Dan Parrish Insurance Services, Inc. (DPIS). Which is a financial planning firm that has expertise in estate and business succession planning.  Dan, as an experienced adviser, provides innovative wealth protection strategies for his affluent business and estate owners.   This is accomplished by involving a team of specialists through a dynamic process, which enables them to assist individuals in achieving their financial/estate planning goals.

Community Involvement

Dan is a former Marine and is an active citizen in his community.  He has served as Mayor of Woodland, California, Past City Councilman, and past chairman of the Planning Commissioner.

Dan Parrish serves on the Sacramento Regional Foundation’s Board of Directors and is the current Chairman of it’s investment committee.  He is the Past President of the Woodland Memorial Hospital Foundation and has spoken before several non-profit organizations regarding charitable giving.

Memberships

In addition, he is a 32-year member of the Million Dollar Round Table, Forum 400, Financial Planners Association, California Grape & Tree Fruit League, American Pistachio Growers Association, and has been a past director and board member of several industry groups.

Personal Interest

Dan presently resides in Woodland, with his wife Nancy and their family.  He enjoys fishing and boating with his grandchildren in addition to vacationing in Cabo San Lucas, Mexico.

Stephanie Helms, CEO

Stephanie Helms, CEO

   Stephanie Helms
   Chief Executive Officer
    Stephanie@dpiservices.com

  Professional Experience

Stephanie Helms has been with Dan Parrish Insurance Services for 25 years.  With her vase knowledge of underwriting, serving and communication skills, she is the vital link between the process and the client.  Stephanie has her insurance license in numerous states on the west coast.

  Community Involvement

Stephanie is the director of  NorCal Rush, a volleyball club for amateur players in the Yuba / Sutter Area.  She create this organization to help students/players see their potential in sports adn a stepping tool to get to college.

Stephanie also serves on the board of directors for the Feather River Men’s Center for the last 12 years.  Promoting through education the impact of drugs in the community and seeking solutions for the say NO to drugs campaign.

Personal Interest

Stephanie presently resides in Yuba City, Ca with her family.  She enjoys kayaking, baking  and playing volleyball.