Meet Parker
Parker is a Wealth Advisor based in Walnut Creek, California. He joined Mercer Advisors after an internship in 2021. Before becoming a Wealth Advisor, he was in a client service role and advanced to a financial planning role after three years. Parker earned a B.S. degree in business administration from the University of Redlands and is a CERTIFIED FINANCIAL PLANNER® professional. He believes that financial stress can impact nearly every aspect of life, and helping people find clarity, confidence, and relief when it comes to their finances is more than his profession — it is his purpose.
Parker’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Parker has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
- Advising tech professionals, including clients in the San Francisco Bay Area.
- Complexities of inherited wealth, from taxes to legacy
- Guiding clients through living in retirement with steady income and smart planning
His working style
Parker is known for being personable, having a calm presence, and getting to the root of client needs. He loves building long-term partnerships grounded in trust, clear communication, and a shared goal reaching security and reassurance. Parker is dependable and committed to helping clients navigate complex financial decisions with confidence.
Parker in real life
Favorite thing about where you live?
I am a huge foodie. Living in San Francisco, I have made it my goal to try every restaurant in the city. This will likely be a lifetime goal, as new restaurants open up every day. I now have over 350 restaurants under my belt with no end in sight. Some of my favorites include Sushi Hakko, Lokma, and El Mil Amores.
What keeps you busy outside of work?
I love to be active, whether that’s playing pickup basketball, going on a hike, or exploring a new part of the city with my wife.
What makes you tick?
Money can be stressful. I am determined to never let it get in the way of my happiness or yours. Nothing brings me greater joy than helping others have financial reassurance.
Parker’s snapshots
Meet Parker’s Teammates
Wendy Reeves
Relationship Manager
What Parker Says
Wendy has been with me since day one. She is one of the most dependable people I’ve ever met. In fact, I trust her so completely that I asked her to serve as the day-of coordinator for my wedding, a role she handled with the same reliability and dedication she brings to everything she does at work.
Lorenzo Riley
Principal
What Parker Says
Lorenzo has been an exceptional colleague and a trusted resource throughout my career. He consistently provides thoughtful, meaningful insights and has a unique ability to help navigate challenges with clarity and perspective. Whenever I’m faced with a complex problem or need guidance, Lorenzo is one of the first people I turn to. His experience, judgment, and willingness to help make him an invaluable teammate and mentor.
Suzanne Guzaitis
Relationship Manager
What Parker Says
Suzanne is a great partner and one of the most dependable people I’ve had the pleasure of working with. I trust her to take on any task and deliver results with both speed and accuracy. Her reliability, attention to detail, and commitment to excellence make her an invaluable teammate and someone I can always count on.
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