Smoothing out any bumps to keep clients moving towards success
Years in the industry: 1
Years with CMA: 1
Licenses and Education: BS in Mathematics, University of Minnesota
CMA wants to care for the heavy lifting to make things as easy as possible for clients. Which is why we have people like Parker on our team.
Parker cares for the tedious, manual task of compiling and entering investment data. He’s constantly sifting through this data to make everyone else’s job easier and more productive.
Thanks to Parker’s tireless efforts behind the scenes, CMA is able to access the exact information needed to make the absolute best recommendations for clients.