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About Our Firm

Since 2007, Parker Financial LLC has been working with friends and neighbors throughout western Washington to help meet their financial goals through the use of insurance and investment products.

Who We Are

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. 
 

 

Heather H., Chief Operations Officer

Heather is a seasoned administrator with 20 plus years in office management and systems administration. She holds a current Washington State insurance license and is also a registered investment adviser representative. Her experience makes her an excellent fit to take the administration, operations and case design at Parker Financial to the next level. Heather loves reading and intentionally taking time to be with her family.

 

Brandon, Financial Planner

Brandon is driven to enthusiastically give his full commitment and effort to help you create a plan for retirement. He has a bachelors degree in business administration & finance as well as holds a current Washington State insurance license and is also a registered investment adviser representative. His 4 years in the Marine Corps gives him an excellent background for understanding our veterans.


Kynsey, Director of First Impressions

Kynsey truly enjoys interacting with people and putting a smile on their face. She is poised, positive and has a great creative eye. Her integrity and flexibility are an asset to our company and clients. Kynsey comes to us with 5+ years of administrative experience in the property & casualty insurance industry. Kynsey enjoys cozy days snuggled indoors, reading books, watching movies, and cheering on her favorite sports teams. Above all, she loves any time spent with her kind husband and sweet children.

 

Heather S., Administrative Executive

Amy Burke PhotoHeather has a heart for helping others. From previously working in the medical field, then to serving children, to now helping our clients at Parker Financial. She strives to give her all every day. She loves to adventure with her family going camping, hiking, biking, kayaking and taking their UTV to the sand dunes.


 

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Insurance Services by Parker Financial, LLC, & Parker Financial. Home office
located at 9230 Bay Shore Drive NW #201, Silverdale, WA 98383. Jason Parker, RICP® is a Registered Investment Adviser Representative and has a Washington State insurance license. Parker Financial LLC is a registered investment advisor with the SEC. The adviser may not transact business in states where it is not appropriately noticed-filed, excluded or exempted from registration. Most states allow for a de minimis exemption of up to 5 clients in any state. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without notice filing with the SEC or exemption. Retirement Budget Calculator LLC and Parker Financial LLC are affiliated entities and under common control.