Jason RICP®

President

Jason, RICP® is the best-selling author of Sound Retirement Planning, and the host of the podcast Sound Retirement Radio. He has been seen as a frequent guest on ABC, FOX, & MSNBC. He is the inventor of the retirementbudgetcalculator.com. He has earned the advanced retirement designation of a Retirement Income Certified Professional (RICP®). Jason is the President of Parker Financial LLC, which is an independent, fee-based, registered investment advisory firm, and operates as a fiduciary.

When Jason is at home, he takes pleasure in listening to podcasts, engaging in competitive games of pickleball, and cherishing quality moments with his family.

Heather

Chief Operations Officer

Heather is a highly experienced administrator with more than two decades of expertise in office management and systems administration. Holding a current Washington State insurance license and being a registered investment adviser representative, she brings a wealth of knowledge to our team. Heather's extensive background and skill set position her perfectly to elevate the administration and operations at Parker Financial to new heights. Additionally, she holds a Bachelor's Degree in Journalism from Western Washington University.

Beyond her professional commitments, Heather has a love for reading, exploring quaint little towns and treasuring time spent with her family.

Brandon

Wealth Manager

Brandon is driven to create detailed financial plans with personalized investment management to ensure that you reach your financial goals in retirement, while also providing you with ample expertise along the way. Brandon holds a Bachelor's in Business Administration and Finance from Creighton University, a Washington State insurance license, and is a registered investment adviser representative. His service in the United States Marine Corps has equipped him with an excellent background for our veterans' unique financial needs and challenges.

In his spare time, Brandon enjoys podcasts, recreational statistical analysis, and time spent with his family and fiancée.

Tim

Wealth Manager

With his client-centered approach, Tim is dedicated to enhancing your financial well-being and guiding you through the intricacies of financial planning and investment management. Tim is a registered investment adviser representative with a diverse background that includes serving as a pastor in the Pacific Northwest and as a missionary in Uruguay. Additionally, he has three years of experience as a USAF Aircraft Armament Journeyman, where he earned the Air Force Achievement Medal and holds a Bachelor's Degree in Religious Studies from West Coast Baptist College.

When he's not at work, Tim relishes an invigorating round of disc golf, going for runs, delving into a good book, and cultivating quality moments with his family.

 

Sara

Administrative Executive

Sara's deep commitment to serving others is a valuable addition to our team. With more than four years of administrative experience, her background spans event coordination to church administration support, providing a diverse skill set that will greatly benefit our clients. Additionally, Sara holds a Bachelor's Degree in Theology with a minor in Psychology from Benedictine College. Sara's expertise will enhance our ability to assist you effectively.

During her leisure time, Sara enjoys indulging in her passions, such as baking, savoring coffee, and kayaking the beautiful Pacific Northwest waters.

Alli

Director of First Impressions

Alli ensures that every client is met with a genuine smile and a helpful attitude. She excels in creating an inviting environment, seamlessly handling inquiries, and directing individuals with precision. Additionally, Alli holds a Bachelors Degree in Early Childhood Education from Liberty University. She embodies our commitment to exceptional hospitality and professionalism. 

Outside of work, Alli finds joy in teaching dance, walking with her dog, reading mysteries & spending time with her niece.