Our Team
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Parker Evans, CFA, CFP, CMT
President and FounderParker Evans founded Successful Portfolios in February 2010. He is a licensed Investment Advisor Representative with 30 years of professional experience.
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Joseph Baer, APMA
Client Advisor and Assistant Portfolio ManagerJoe Baer joined SP in September 2010. He is a licensed Investment Advisor Representative with ten years of professional experience.
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David Bennett, CFA, CFP
Vice President and Portfolio ManagerDavid Bennett joined SP in February 2016. He is a licensed Investment Advisor Representative with 16 years of professional experience.
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