Raegen, Parker and Associates

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Team photo for Raegen, Parker and Associates
Team photo for Raegen, Parker and Associates

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Advisors

Jeffrey Raegen

MBA, CFP®, CRPC

Private Wealth Advisor

Franchise Owner
Visit Jeffrey Raegen's website

Chad Parker

CFP®, BFA, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Chad Parker's website

Lesley Lemessurier

CRPC

Associate Financial Advisor

Insurance Specialist
Visit Lesley Lemessurier's website

Erica Adolfsson

Financial Advisor

Visit Erica Adolfsson's website


Team

Armando Perez

Armando Perez

Paraplanner

Roles & Responsibilities

  • Client contact manager
  • Scheduling
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Jocelyn Boneso

Jocelyn Boneso

Client Service Manager

Roles & Responsibilities

  • Client contact manager
  • Scheduling
  • Advisor support
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Juliana Cardinale

Juliana Cardinale

Client Service Coordinator

Roles & Responsibilities

  • Advisor Support
  • Client Service Support
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Marisol Ortega

Marisol Ortega

Office Manager

Roles & Responsibilities

  • Office Management
  • Facilities Management
  • Staff Management
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Patrick Burke

Patrick Burke

Client Service Coordinator

Roles & Responsibilities

  • Advisor Support
  • Client Service Support
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Sienna Severson

Sienna Severson

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Client Support
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Ziwen Lu

Ziwen Lu

Client Service Coordinator

Roles & Responsibilities

  • Advisor Support
  • Administrative Support
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