Get to Know Us


James F. Parker

Investment Adviser Representative

He holds a degree in finance from Western Michigan University and brings more than 29 years of specialized experience as a financial consultant.

Jim is dedicated to his clients and their financial success. His in-depth market knowledge of investment products complement his experience in providing investment services, retirement planning, risk management/insurance services and estate planning services. In 2005, Jim chose to partner with Commonwealth, one of the preeminent independent broker/dealers in the United States. This alliance with Commonwealth ensures that clients receive access to a wide variety of investment choices to complement their goals, as well as investment, technology, and office support that is provided in a seamless and efficient manner.

Jim has built his practice on open and honest communication, integrity, and a passion for understanding his clients’ financial goals. He is committed to helping his clients pursue financial success and realize their retirement dreams.

Lindsey Hill

Client Relationship Manager

Lindsey joined my practice in 2017. She provides invaluable assistance to me and my clients as our client relationship manager. With more than 10 years of experience in administrative work, client relations, and management, Lindsey brings a wealth of experience to my office. Her responsibilities include helping me to maintain client relationships via telephone, email, and general correspondence; organizing and maintaining client files; and staying on top of technology updates. Lindsey also happens to be my daughter and shares my dedication and commitment to the financial goals of my clients.