Our advisors

Advisor photo for Mark E Parfet

Mark E Parfet

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Mark E Parfet Visit Mark E Parfet's website
Advisor photo for Melanie Braun

Melanie Braun

MBA, 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®

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