It’s About Custom Fit

I’m a Financial Tailor.  I want to hear your story.  I want to understand your passions and dreams.

It’s only after understanding your personal and professional situations, taking your measurements in effect, that I can develop the appropriate solutions you need.

It’s not always that way.  Some of my peers may seem to be only commission focused.  Shortly after meeting you they start pushing products.

I choose to work with a consultative approach.  I ask questions, I listen, and then I provide solutions that help build the right financial bridges to your future.

And you will never become client number 285 at Parker Wealth.              I intentionally work with a smaller number of clients.

Click here to view my process (PDF).