Who We Are

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

James Parkman Jr.

Financial Advisor

James Parkman Jr. (Jamie) is a seasoned professional with a wealth of experience in the financial planning industry, spanning over 35 years. His commitment to excellence and unwavering dedication has solidified his reputation as a trusted advisor in helping individuals and businesses navigate their financial landscapes and achieve their long-term goals.

Beyond his professional endeavors, Jamie is deeply devoted to his family. Married for 38 years, he cherishes the bond they share and finds immense joy in nurturing those relationships.

Outside of work and family, Jamie is a passionate sports enthusiast. Football, golf, and baseball are not just pastimes for him; they’re lifelong loves that fuel his competitive spirit and bring him closer to friends and community alike.

With a blend of expertise, integrity, and a zest for life, Jamie Parkman continues to make a meaningful impact in both his personal and professional spheres.