Raegen, Parker and Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Raegen, Parker and Associates
Team photo for Raegen, Parker and Associates

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Advisors

Chad Parker

CFP®, BFA, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Chad Parker's website

Lesley Lemessurier

CRPC

Associate Financial Advisor

Insurance Specialist
Visit Lesley Lemessurier's website

Brett Jennings

CRPC, APMA

Associate Financial Advisor

Chartered Retirement Planning Counselor™
Visit Brett Jennings's website

Erica Adolfsson

Financial Advisor

Visit Erica Adolfsson's website


Team

Armando Perez

Armando Perez

Paraplanner

Roles & Responsibilities

  • Client contact manager
  • Scheduling
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Jocelyn Boneso

Jocelyn Boneso

Client Service Manager

Roles & Responsibilities

  • Client contact manager
  • Scheduling
  • Advisor support
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Marisol Ortega

Marisol Ortega

Office Manager

Roles & Responsibilities

  • Office Management
  • Facilities Management
  • Staff Management
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Sienna Severson

Sienna Severson

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Client Support
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Ziwen Lu

Ziwen Lu

Client Service Coordinator

Roles & Responsibilities

  • Advisor Support
  • Administrative Support
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