Team profile


Committed to Growth and Personalized Service

We believe that strong relationships help build success and take pride in getting to know our clients. We believe trust is the foundation of every strong financial partnership, and we are grateful for the confidence our clients place in us. In return, we are committed to providing personalized service and help empower our clients with more financial confidence. To make this possible, our team is dedicated to maintaining an open, collaborative environment centered around continuous learning and staying ahead of industry changes. Your success is our success, and we are honored to be a part of your financial journey.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Investment Management
  • Family Finances

Awards & recognition

  • Raegen, Parker and Associates, Ameriprise Client Experience Award, 2020, 2021, 2023
  • Raegen, Parker and Associates, Forbes Best-in-State Wealth Management Teams, 2025

Community participation

LifeMoves - Gently Used Business Clothing Donations to help men and women get back on their feet and into the workforce. Our very own Chad Parker volunteers on a weekly basis offering Financial Tips & Tricks as well.

Second Harvest Food Bank - Volunteering as a team sorting food to be distributed locally to those in need.