HomeOur Team

Our Team

  • Parker Evans, CFA, CFP, CMT

    President and Founder

    Parker Evans founded Successful Portfolios in February 2010. He is a licensed Investment Advisor Representative with 30 years of professional experience.

    view profile

  • Joseph Baer, APMA

    Client Advisor and Assistant Portfolio Manager

    Joe Baer joined SP in September 2010. He is a licensed Investment Advisor Representative with ten years of professional experience.

    view profile

  • David Bennett, CFA, CFP

    Vice President and Portfolio Manager

    David Bennett joined SP in February 2016. He is a licensed Investment Advisor Representative with 16 years of professional experience.

    view profile

Talk with a First-Class, Fiduciary, Financial Advisor!

Independence, Credentials, and Experience Matter.

Schedule a Consultation