Experience. 
    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 & 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.

Meet Our 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. 

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Michelle A. Mayes
 

Senior Registered Financial Services Associate
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Jeff Guarino
 

Retirement Plans Specialist
 
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Margie Greer, FPQP™
 

Portfolio Analyst
 
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Shannon Meyer
 

Retirement Plans Specialist
 
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Marie Oas
 

Financial Services Associate
 
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Sunny Krupnicki

Sunny Krupnicki
 

Retirement Plans Specialist
 
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Problems We Solve

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

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.  

401 (k) Services

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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.

Parker & Burke Team Events

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The IRS Is Coming For Your IRA

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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Countdown to Retirement

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.

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Stocks in Retirement: Do You Have Enough?

You have sprinted your way to retirement, now the marathon starts. Do you wonder if you’ll have enough to make it past the finish line? Learn how equities and dividends have historically created a rising income stream over a 2 person, 30 year retirement time frame.

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Becoming a Florida Resident

With no income tax, it’s easy to see why Florida and other states repeatedly rank as top places to live. In this course, Sage Rutty’s expert financial advisors will discuss how to change your residency and make your retirement dollars go further without sharing them with the state.

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I Maxed Out My 401(k), Now What?

You’ve hit the maximum contribution on your 401(k) and taken advantage of the full tax benefits. Do you find yourself wondering ‘what’s next?’ You can’t afford to stop saving and fall behind for retirement, but sometimes it feels like you’re forfeiting half of everything you earn to the government. Join Craig for an overview of the most tax efficient steps worth considering once you’ve maxed out your 401(k).