Jon Parks, M.A., CRPS®, AIF®

Financial Planner

Jon Parks, a Financial Planner at Academy Financial Inc., offers comprehensive planning services for individuals and businesses. Jon’s practice includes an emphasis on tax reduction strategies, and Financial Independence planning.  Jon is a Dave Ramsey SmartVestorPro®, and has led the financial course Financial Peace University, as well as offering financial presentations at Beth El Congregation at the Rabbi Mark G. Loeb Lifelong Learning Center and The LifePoint Church in Westminster, MD. 

Areas of Expertise

  • Financial Planning

  • Retirement Planning

  • Life, Health, Disability and Long-Term Care Insurance

Mission

To help clients make informed and thoughtful financial decisions.

Personal Information

Jon is married to Robyn Parks and they celebrated their 20th Anniversary in August of 2019.  They have three kids and one dog.  Jon enjoys reading, hiking, audiobooks, and several favorite podcasts including This American Life, Serial, and Planet Money.

Community Involvement

Jon is a supporter of the non-profit U.S. Dream Academy after school program.

Certifications

  • FINRA Registrations: Series 7, and 66

  • Life and Health Insurance Licensed

  • Chartered Retirement Plans Specialist designation, CRPS® from the College of Financial Planning

  • Accredited Investment Fiduciary, AIF®

    • *Use of the AIF designation does not indicate that Lincoln Financial Advisors Corp is necessarily acting in a fiduciary capacity under federal, state or applicable law as it relates to the services provided to you and your account.

Education

  • M.A., Rutgers University, Eagleton Institute of Politics

  • B.A., Franklin & Marshall College

     

*Jon Parks has contracted with Dave Ramsey as a SmartVestorPro.  Dave Ramsey’s SmartVestorPro is for investment services only.  Dave Ramsey’s endorsement does not extend to financial planning or investment advisory services offered through Lincoln Financial Advisors.  LFA is separate from and not affiliated with Dave Ramsey.  SmartVestor Pros pay a fee to be included in the network.

 

Phone 410.372.3231
Fax 410.372.3239
Mobile Phone 301.788.9666