Put your future into focus today.

About Us

We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.

John J. Parker, Sr, CRPC®

President & Founding Partner

Benjamin D. Spalter, CRPC®, CRPS®

Managing Director

Theodore E. Mack, CFP®

Managing Director

Harry Spar

Vice President

Kimberly Parker

Assistant Vice President - Controller

Mary Cobb

Assistant Vice President

Marieluz Fuentes

Senior Client Associate

Andrea Blocker

Senior Client Associate

Santino D'Alessandro

Client Associate

Sky Parker

Senior Marketing Associate

Gavin Parker

Finance Intern