Broker Check

Team

At Academy Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Jon Parks, AIF, CRPS

Financial Planner

(410) 372-3231

410-372-3239

jon.parks@lfg.com

Jon Parks is a Financial Planner at Academy Financial, a twenty-five year old financial services firm in with offices around MD and Southern PA. Academy has a staff of over twenty professionals and manages nearly $1 billion dollars.

Read more

Edward Bird, MBA, CFP®

Chief Investment Officer

410-825-0781

Edward.Bird@lfg.com

Ed Bird is responsible for all investment matters for Academy Financial including asset allocation, risk management, security and product selection.

 

Read more

Michael Mesick, CFP®

Director of Financial Planning

410-825-0783

mike.mesick@lfg.com

Achievements Registered Representative of Lincoln Financial Advisors FINRA Series 7 Licensed CERTIFIED FINANCIAL PLANNER™ certification (CFP® certification) B.S. in accounting from The Pennsylvania State University Twenty...

Read more