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.
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.