About PFG
We have one objective:
Hear our story first hand
To take care of people
But so can not working with a financial advisor.
Working with a financial advisor can be a vulnerable experience.
There’s no shortage of confusing advice, opinions, and even DIY options. Many of which can leave you unaware of what you don’t know, lead to costly mistakes, or cause you to lose out on earned benefits.
Parker Financial Group was founded because your life savings is too important to leave to chance or a quick study. We believe money conversations can be empowering rather than anxiety-inducing. Clear rather than complex. Hopeful instead of concerned.
We also believe that the best retirement plan is the one that best serves your vision for how you wish to spend your time.
Our goal is to take you from fear to excitement about what the future holds. Because retirement isn’t an end destination—it’s a new chapter in your life; a time to live freely.
Connor Parker
Lead Advisor
To tell you the truth, money wasn’t something I grew up with a lot of. (But 12-year-old me thought a two-story house and playing travel baseball meant we had plenty of it.) As the years went on, I witnessed the struggles that come with money and how it can affect relationships.
My early career naturally consisted of low-paying, hard-working jobs. After meeting my now-wife, I knew I needed to get serious about planning for our future. I took an interest in finance and leaned on an industry veteran to show me the ropes. I immersed myself in the world of retirement planning, eventually becoming an Investment Adviser Representative and Retirement Income Certified Professional®. I later realized the vision I had for Parker Financial Group—a modern financial planning firm rooted in timeless principles.
We focus on income planning, apply sound strategies, and implement diversified portfolio management to help you make your retirement dreams a reality. This work is challenging, rewarding, and something I’m proud to get up each day and do.
Retirement Income Certified Professional (RICP®) - This certification requires a minimum of 3 years of relevant professional experience and a high school diploma (or equivalent). Candidates must complete three self-study courses, pass a proctored, closed-book test, and agree to comply with the American College Code of Ethics and Procedures. Additionally, all RICP® holders must complete 30 hours of continuing education every two years, including at least one hour of ethics education, and pay the certification renewal fee.
Founder, RICP® &
Investment Adviser Representative
Creative Director
Kaitlyn Parker,
M.A
Kaitlyn is PFG's resident Creative Director and all-around director of first impressions. She holds a Master's in Strategic Communications from Regent University and completed her undergrad at UVA where she played D1 field hockey.
Client Services Associate
Janessa Shearman
Having enlisted in the United States Army as a Fire Control Specialist in 2019, Janessa had the opportunity to work with automated computer-based systems used in all U.S. Army echelons. She brings 4+ years of digital communications experience to the PFG team.
OPERATIONS
Investment Committee
Derek Prusa
CFA, CFP®
Investment Committee
Andrew VanDerSchaaf
STRATEGIC PARTNERS | INVESTMENTS
Derek has worked in many roles within the financial industry – as a paraplanner, senior analyst, portfolio manager and financial advisor. Previously, Derek was a key employee at one of the fastest-growing private companies in America (ranking as high as #10 on Inc. 500’s list), where he was in charge of managing over $3.8 billion in assets. Derek holds the designations of Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). In 2015, he appeared on the Think Advisor 30 under 30 list, named a young professional transforming the industry.
Andrew has spent nearly 10 years scaling one of the fastest-growing Registered Investment Advisory firms in the country, giving him a unique vantage point in the industry. With a passion for helping deliver smart, affordable financial advice, he has coached and trained hundreds of financial advisors on what it takes to build a successful practice and better serve their clients. In addition to holding his Series 65 securities license, Andrew is also a licensed public accountant, cutting his teeth in the finance world at one of the largest CPA firms in the country.
Benjamin Webster
CFP®
Ben has had the pleasure of working in various roles within the financial industry for many years. He gained valuable experience previously working at one of the fastest-growing private companies in America (ranking as high as #10 on Inc. 500’s list), where he led a team of financial planners who ran plans for advisors across the country. Ben received his CERTIFIED FINANCIAL PLANNER™ designation in 2018.
CPA
Investment Committee
Financial Planner
Brody Rosenfeld
CPA, CFP®
Brody is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ certificant, and has a FINRA Series 65 (investment adviser) certification. He is a veteran of TWAMS Outsourced Financial Planning where he spent 7 years creating hundreds of financial plans for a variety of advisors, managing relationships, creating Microsoft Excel driven financial planning solutions, and striving to live up to his reputation as an Excel Wizard.
Financial Planner
Noah Hankin
STRATEGIC PARTNERS | FINANCIAL PLANNING
CPA, CFP®
Noah impressively passed both the CFP® exam and all four CPA sections in one try (less than one-in-five CPA candidates achieve this) while in his 20s. He has advanced Excel skills and experience with all of the major financial planning softwares. His favorite software is currently Right Capital.
Why you'll love working with us:
Boutique feel integrated with strategic partners and top notch technology
Personalized financial plans & investment portfolios, custom fit to each individual client
Proactive communication to ensure you don't miss a beat
You’re more than just an account number
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