Our advisors

Mark E Parfet

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark E Parfet Visit Mark E Parfet's website

Melanie Braun

MBA, APMA, CFP®

Private Wealth Advisor

Managing Partner of Parfet & Associates
Learn more about Melanie Braun Visit Melanie Braun's website


Our team

Jason Schuler, CFP®

Jason Schuler, CFP®

Paraplanner

Kyle Vizzolini

Kyle Vizzolini

Client Service Manager