Jon Parks is a Financial Planner at Academy Financial Inc, a twenty-five year old financial services firm in Lutherville, Maryland. Academy has a staff of over twenty professionals and manages nearly $1 billion dollars for its clients across various asset classes. Jon has earned the designation of Chartered Retirement Plan Specialist, CRPS®, from the College of Financial Planning, and he leads Academy’s 401K Strategies initiatives.
The 401KStrategies.com website is dedicated to providing accurate, clear information about all kinds of retirement plans for small businesses. Academy Financial also has expertise in supporting business owners with Buy-Sell agreements, Estate Planning, and Business Succession planning.
Jon has a BA from Franklin & Marshall College in Lancaster, PA, and a master’s degree from Rutgers University. He is Series 7, Series 66, and a registered life and health insurance agent in over ten states. Jon is married with three kids and one dog.
Jon enjoys politics, hiking, and entrepreneurship. Jon is an avid Shark Tank viewer and is passionate about helping small businesses grow and helping entrepreneurs achieve their retirement goals.