
Our Services


Jim Parks
CFP®, AIF®
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"
Likes
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Traveling: My favorite destinations include Italy, Hawaii, and Arizona. I would love to visit the national parks of southern Utah with my family.
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Training: I’ve been fortunate to participate in more than 60 triathlons since 2000. More recently I’ve enjoyed spending time swimming, biking, skiing and taking Yoga and Pilates classes.
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Family: It’s hard to believe that it is more than 20 years ago since Felicia and I were blessed to have three children under three years old. It’s been a pleasure to watch them mature and pursue their interests over the years.​
Fun Fact
- I’ve found a meaningful way to combine my interest in endurance sports with my commitment to raising funds for people facing challenging situations. Through participating in events such as the Hawaii Ironman, the Leadville Trail 100 mile bike race, and the New York City Marathon, I’ve raised more than $40,000 for important causes, including Blood Cancer United, the Challenged Athletes Foundation, and City Relief.
