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"Our team is empowered to make decisions to provide the best possible service to our clients and solve their problems the day they arise." - Jim Parks, CFP®, AIF®
Wealth Advisors
James T. Parks, CFP®, AIF®
President & Wealth Advisor
Jonathon M. Allen, CFP®
Wealth Advisor
Business Administration
Felicia Parks
Director of Business Administration
Maria Delzotto
Business Operations Administrator
Wealth Enhancement & Client Services
Ania Karcher
Director of Client Services
Richard Kjetsaa, Ph.D
Planning Assistant