Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Gregg C. Parker, CLU®, LUTCF ®
Agency Principal/Financial Advisor
(508) 234-2778
Gregg is the Agency Principal of Robert A. Parker Insurance & Financial Services and Parker Financial Services & Wealth Management. Gregg strives to continue the legacy of his father's firm by providing unmatched expertise. His...
Julie Parker
Business Development Officer
(508) 234-2778
Kayla Paquette
Client Services Representative
508-234-2778
Kayla is responsible for helping clients with their service requests. She ensures the timely assistance with client's quotes, policies, insurance binders and certificates. She helps support Gregg and Julie with the highest regard...
Lisa Diotte
Client Concierge
508-234-2778
Lisa is the central contact for all clients. She handles scheduling all appointments, following up on client claims, discounts, and is the focal point of ensuring exceptional client experience. A natural communicator who helps...
Mackenzie Tougas
Client Services Representative
(508) 234-2778
Mackenzie is the lead coordinator for our service team and your primary contact. She offers a warm and friendly welcome on the phone or as you pass through our front door. She will assist you in your service related questions ...
Smoky Parker
Security Supervisor
508-234-2778
Smoky is responsible for all local supervision of clients, staff, and local operations. He enjoys walking the perimeter, harassing his fellow cats that Julie brings to the office, and being a general menace to desk tops. He...