What You Can Expect from Parker:

Parker serves as a catalyst for organization, accountability, and continuous improvement throughout OGWP. As Strategic Business Coordinator, he helps ensure our advisory team operates with efficiency and consistency so clients receive an exceptional experience at every stage of their planning journey. By coordinating internal projects and streamlining workflows, Parker strengthens collaboration across the firm while helping the team remain focused on delivering meaningful results and honoring every client commitment.

Knowledge & Experience:

Parker earned his Bachelor of Science in Finance from Farleigh Dickinson University, where he was also a member of the university’s baseball team. His collegiate experience fostered a strong interest in financial planning, investment management, and business operations. Parker has earned his Securities Industry Essentials (SIE) designation and is currently preparing for the Series 7 as he continues to build his expertise within the financial planning profession.

Get to Know Him:

Outside the office, Parker enjoys traveling, hiking, and continually improving his golf game. Whether planning his next adventure or exploring new investment strategies, he enjoys opportunities to grow and challenge himself. He also values spending quality time with family and friends while maintaining an active and healthy lifestyle.