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Jim Head Shot 2018_10_10_Parks&Wealth032

Jim Parks 


President & Wealth Advisor

"By listening, analyzing, planning and drawing on decades of experience, I help clients answer the broad financial questions surrounding security for the future, bucket list dreams, and planning for retirement"


  • Traveling: My favorite destinations include Italy, Hawaii, and Arizona.  I would love to visit the national parks of southern Utah with my family.

  • Training: I’ve been fortunate to participate in more than 60 triathlons since 2000.

  • Family: It’s been a pleasure to watch our children grow and become independent young adults (almost 😊)


Fun Fact

  • In 2014 I was lucky enough to participate in the Hawaii Ironman.  Through our racing efforts that year, a friend and I raised more than $10,000 for the Relief Bus, a mobile soup kitchen serving the poor and homeless in New York and New Jersey. 
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