Who We Are

At Parry Financial, we help childcare property owners protect their legacy and transition from active management into passive management and potential income—without giving up control of their values. We specialize in Delaware Statutory Trusts (DSTs) and tax-advantaged wealth planning for childcare owners facing one of their most important financial decisions, when they decide to sell their school.

A smiling older man with white hair wearing a gray blazer and white shirt outdoors in a rural landscape with trees, cacti, and open fields.

Jim Parry

A young woman with long brown hair, smiling, standing outdoors with mountains and greenery in the background during sunset.

Jessica Renovato

  • Principal Financial Advisor

    Jim Parry brings more than 40 years of experience helping families and business owners bring clarity and confidence to complex financial decisions. His work is focused on ensuring clients’ financial needs and objectives are met so they can concentrate on what matters most—family.

    Jim takes a planning-first, relationship-driven approach, grounded in the realities facing childcare owners, including the sale of buildings-furniture-fixtures-and equipment, tax exposure, and succession planning. A key area of focus in his practice is the thoughtful use of Delaware Statutory Trusts (DSTs) as part of tax-deferred exchanges and income-planning strategies for clients transitioning out of the childcare industry.

    In addition to advising clients and implementing investment strategies, Jim actively participates in the due diligence process, particularly around DST offerings. He believes disciplined underwriting and sponsor evaluation are essential when clients are reinvesting proceeds from generational property.

    At his core, Jim believes this business is about relationships—not transactions. An entrepreneur and philanthropist by nature, he is committed to advocating for his clients’ financial well-being and continually seeking ways to add long-term value through thoughtful guidance and stewardship.

    Check the background of this investment professional FINRA Broker Check.

  • Executive Financial Assistant

    Jessica Renovato plays a central role in supporting the firm’s leadership across financial operations and day-to-day execution. She understands how the details behind the scenes—paperwork, timing, communication, and follow-through—directly impact client experience and firm efficiency.

    Jessica works closely with advisors and clients to prepare and review financial reports, manage client communications, process investment paperwork, schedule appointments, conduct investment research, and monitor cash flow and transactions. Her role is to keep operations running smoothly so advisors can stay focused on client decisions and long-term planning.

    Since joining the firm, Jessica has built strong expertise in financial operations and earned the Securities Industry Essentials (SIE) certification, reflecting her commitment to professional growth and industry standards. She is known for her leadership, organization, and clear communication, and is a steady point of contact for both clients and internal teams.

    Outside of work, Jessica enjoys yoga, arts and crafts, and listening to podcasts.

Honesty, integrity, specialized expertise, and personalized guidance are what we bring to every decision.

We’re built for those who have built themselves

Our Services

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