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Over 40 Years of Experience

About
Our Firm

We have over 40 years of experience helping families FOCUS on what is truly important to them, knowing their financial needs & objectives have been met. Throughout our comprehensive planning process, we FOCUS not only on a family’s needs but on the reality that “It is about relationships – not transactions”. As a firm devoted to helping families FOCUS on what is truly important to them, we welcome a conversation with you, to discover:

  • What remains your greatest joy & accomplishment?
  • What still keeps you up at night?
  • Who depends on you for support & guidance?
  • Who do you turn to for advice & counsel?
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National
Partners

First Clearing:
An affiliate of Wells Fargo & Company which has a 160-year legacy built on perseverance and innovation

Cetera Financial Group: One of the nation’s largest families of independently managed firms for more than 9,500 independent financial professionals and more than 600 financial institutions nationwide.

Crump:
Indirect subsidiary of BB&T Corporation, Crump is the sixth largest insurance broker in the U.S. and the seventh largest internationally. The life insurance division is an independent network of approximately 200,000 financial services professionals with insurance products from approximately 100+ highly rated insurance companies.

Forum 400:
Founded in 1973, Forum 400 is an elite group of the top life insurance producers in the country who continually shape the life insurance industry. Forum 400 membership is exclusive and by invitation-only, and to date, only 264 professionals meet the rigorous qualifying criteria.

Meet
The Team

Jim Parry

Jim Parry

President & Founder

Jonathan Rotz

Jonathan Rotz

Vice President Operations

Ellaine Parry

Ellaine Parry

Office Administrator
Securities & Advisory Services offered through Triad Advisors Member FINRA/SIPC. Jim Parry is currently registered and licensed to solicit, offer and sell securities products and investment advisory services in the following states: CA, IL IN, LA, MD, MO, MT, NC, NV, NY, OK, PA, TN, TX, WA, WI.
 

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