Parker is a Project Manager at SRG, the Director of Transaction Advisory Services, helping our clients reach optimal outcomes in acquisition deal support, succession planning, and other business consulting engagements. Parker brings close to a decade of financial services, corporate finance, and business consulting experience to SRG and most recently worked as a financial advisor at a San Diego wealth management firm.

Before joining SRG, Parker sharpened his business and finance skills by moving through the ranks of LPL Financial, starting as a financial analyst and working his way up to become an Assistant Vice President of LPL’s CFO Solutions offering. Parker was an inaugural Virtual CFO for this program and contributed to the development, implementation, and refinement of the offering. As a Virtual CFO, Parker was a dedicated resource to financial advisor businesses across the country for business valuation enhancement, strategic growth, enterprise efficiency & profitability, and capital access support. Fortunately, he got out before his soul could be crushed by corporate America!

Parker’s educational merits consist of a bachelor’s degree in Economics from San Diego State University, a Professional Accounting Certification from UCSD Extension, and Series 7/66 securities licensing (inactive). Parker prides himself on bringing the requisite levels of expertise, enthusiasm, and commitment to the table in order to see successful engagements through to completion.

Fun Facts: At 6’5” tall, Parker is in the 99.4 percentile of height for American men (but no, he doesn’t play basketball…but he should). Parker loves to stay active and outdoors with some of his favorite activities being traveling, hiking, camping, yoga, Peloton, running, surfing, and snowboarding (requirements for anyone living in San Diego). Other hobbies include cooking (homemade pasta and homemade sushi are favorites), and spending time with his wife Shannon and new baby girl.