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
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...Read more
Business Development Officer
Julie is the Business Development Officer of the firm. She is responsible for the office management, marketing, growth and service team. She oversees the daily operations and ensures the high level of service support that our client's...Read more
Justin R. Shields
Client Services Representative
Justin is the lead coordinator for our service team and your primary contact. He offers a warm and friendly welcome on the phone or as you pass through our front door. He will assist you in your service related questions and find the...Read more