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Thomas H. Parker, C(k)P®, CPFA®

Financial Advisor & Founding Partner

Thomas H. Parker, C(k)P®, CPFA®, has been a qualified retirement plan specialist for nearly forty years. He is known for his high degree of knowledge and experience for helping businesses implement and optimize group retirement plans, as well as helping improve plan outcomes for participants.

Graduating from Western Illinois University with a double major in finance and psychology, Parker has always enjoyed exploring people’s financial goals and helping create solutions to improve their long-term outcomes for financial success. First entering the financial services industry in the insurance division, he quickly felt limited in his ability to serve clients by a restricted group of products. His passion led him to creating his own firm dedicated to group benefits in 1980. Over the next twenty years, he grew his firm to serve more then 300 corporate accounts, finding the amount of activity and impact he could help create through group planning efforts to be greatly rewarding. In 2000, he further refined his specialty within the group benefits arena, selling the health and voluntary benefits divisions and dedicating exclusively to 401(k)s and group retirement plans.

Parker maintains his Certified 401(k) Professional designation, C(k)P®, which recognizes his practical retirement plan management experience and the completion of a comprehensive educational program. He is also recognized as a Certified Fiduciary Plan Advisor (CPFA), which demonstrates his knowledge and commitment to acting as a plan fiduciary or helping plan fiduciaries manage their roles and responsibilities. This Fiduciary duty requires he serve the best interests of his clients above all else. Additionally, he holds his Series 6, 63, and 65 securities licenses, as well as life, health and variable annuity insurance licenses in multiple states.

Parker is a member of the National Association of Plan Advisors (NAPA), a professional society and advocacy group with the mission to enhance retirement security in America. He also belongs to the Retirement Plan Advisory Group (RPAG), one of the largest professional consulting networks dedicated to improving investment opportunities through investment analysis, plan design, fee benchmarking and employee communications.

Parker resides in the Chicago area, and when not in the office, enjoys art, music and cooking.

To view Thomas H. Parker’s FINRA BrokerCheck, click here.