About Us
The Approach
To Our Work
We take the time to listen, explore options, educate, and craft strategies that align with your values. This is what we love to do. Our approach is grounded in wisdom, transparency, advocacy, and a deep understanding of your vision and goals. Once your financial plan and investment portfolio are created, we’ll walk alongside you as your guide and advocate.
Stewardship
It is our great responsibility and honor to provide financial advice and manage our clients assets with prudence and care.
Independence
Our back office is LPL Financial, the largest independent broker-dealer in the country. This allows us to be selective in our investments and find the best fit for your portfolio.
Excellence
Whether it’s taking the time to listen and truly understand your needs or providing comprehensive solutions and advice, we promise to go the extra mile.
About the Team
FOUNDER AND PRINCIPAL
Parker is the Founder and Principal of I.M. Financial. As a practitioner, he works directly with clients to understand their financial, business, and estate planning goals and then designs a tax-efficient strategy to help them reach those goals.
CAREER HISTORY
Prior to starting I.M. Financial, LLC in 2004, Parker was a financial advisor with a wealth management firm in Shreveport, LA.
Parker has also been an integral part in launching the wealth management business of three different CPA firms here in Colorado and Oregon.
Parker earned a BS in Business Administration from the University of Southern Mississippi and is a CERTIFIED FINANCIAL PLANNER™ certificate (CFP®). He holds the Series 7 and Series 66 licenses as well as various insurance licenses.
Parker lives with his wife and three children in Centennial, CO.
ON THE PERSONAL SIDE
Parker spent most of his early life exploring and water skiing the bayous of southeast Louisiana, playing soccer, hunting with his dad, and eating lots of good Cajun food. He brought some of this unique culture with him to Denver and hosts an annual crawfish boil for clients of the firm where he flies in 350lbs. of gulf shrimp and crawfish. It’s an event not to miss!
He also loves to travel with his wife, Kelsi, camp with the family, serve locally, read, play sports, and hunt with friends.
SOMETHING YOU MAY NOT KNOW
After college, Parker spent a year living and working with college students in Pisa, Italy. Although his Italian is a little rusty these days, his time in Italy fueled his love for travel, other cultures, and helping provide direction to college students and young professionals.
WEALTH MANAGEMENT ASSISTANT
Samantha is a Wealth Management Assistant at I.M. Financial. She assists the firm on the operational side of financial planning, account implementation, and management.
CAREER HISTORY
Prior to joining the I.M. Financial team in August of 2020, she worked in financial services and planning for the better part of a decade in the Kansas City and Denver areas.
Sam earned her bachelor’s degree in Finance and Accounting from Millikin University. She currently holds the FINRA Series 7 (held with LPL Financial) and 66 licenses as well as various insurance licenses.
Sam continues to pursue additional licenses and designations to better service the IMF clients and stay current in the financial planning industry.
ON THE PERSONAL SIDE
Sam grew up in the small town of Decatur, Illinois where everyone either has a cornfield or a tornado in their backyard.
She moved to Kansas City, Missouri after graduating college in 2012, and then to Denver in 2016, where her brother and sister also live.
She enjoys all things outdoors; hiking, biking, camping, traveling, live music, and spending time with family and friends.
SOMETHING YOU MAY NOT KNOW
One of Sam’s passions is traveling abroad and learning about other cultures. Sam began traveling overseas when she was 16 years old. So far, she has visited seven cities in five countries and plans to continue traveling for as long as possible.