Concierge Service




    The Difference.

In today’s uncertain world, experience is the difference. The Parker & Burke Practice has guided hundreds of individuals and families to successful financial goals and comfortable retirements. They have experienced all market conditions and economies; up markets and down, rising interest rates and declining, good economies and bad, all with a steady hand and a clear view of the horizon. 

Our mission is simple, to increase the economic well-being  

and quality of life of our clients and the people they love.

So who is the Parker and Burke Team?

They are experienced financial professionals.  In an industry where most practitioners have been in the business only six years, they offer expertise that only comes from having been in the trenches through good times and bad.  

They understand and have experienced the realities of work and family - the occasional uncertainties, the burden of household and college expenses, and the need to build a retirement fund while building a career.

Doug Parker, CFP®, AIF®, CHSA®

Senior Vice President,

Financial Advisor


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James Burke, CFP®, AIF®

Senior Vice President,

Financial Advisor


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Craig Gingerich, CFP®, AIF®, CHSA®

Financial Advisor


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Meet the Team

The Parker & Burke Team believes in the importance of personal relationships.  Whether you are a personal wealth management client or a 401k plan participant, our desire is to provide the support you need to reach your financial goals. 

Michelle A. Mayes

Senior Registered Financial

Services Associate

Private Client Goup - Group Lead



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Margie Greer,FPQP™

Portfolio Analyst



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Jamie Heisch

Financial Services Associate



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Colin J. Young, CFP®,


Retirement Plans Specialist

Retirement Plan Services Group Lead



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Shannon Meyer

Retirement Plans Specialist



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Ryan T. Miller, AIF®, CHSA®

Retirement Plans Specialist



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Doug was named 401(k) Specialist Magazine's Top Advisor for the month of July!

Craig was recently featured in the Rochester Business Journal as a expert Financial Advisor.


In the News


Problems We Solve

Business Owner
Saves Taxes
Family Business
Succession Plan
Business Owner
Sells Company

Retirement Concierge Services

Let us help you gain the peace of mind that you are making the right moves as you enter the next chapter of your life.  

The Retirement Plan Services Group provides you a rock-solid 401(k) management process  that reflects how seriously we take our fiduciary responsibility to you and your employees.

401(k) Services


Parker & Burke Team Events


Countdown to Retirement

Presented by: Craig Gingerich, CFP®

If you are within 5 years of retirement, there are decisions you can’t afford to get wrong. What’s more, you may not even know the right questions to be asking. Learn steps
now to avoid worrying about money after you’ve stopped showing up to work.

The IRS is Coming for Your IRA

Presented by: Doug Parker, CFP®


Whether you’re 70 years old and required to take IRA distributions or still in your 60’s and can see RMDs on the horizon, you’ll want to know how to get the most from your IRA and pay the least tax.  Learn how to work within the system, control taxes and leave the most money to your children and grandchildren.  This isn’t your parent’s IRA.  

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Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2020 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC