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.
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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.
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Blake Fostvedt, CFA, CFP

Client Advisor and Assistant Portfolio Manager

Blake joined SP in May of 2019. He is a licensed Investment Advisor Representative. Blake’s professional background gives him a unique perspective when working...
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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.
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