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About Us
Parker Insurance | Capital Planning Bureau
About Parker Insurance
Get to Know Us
Protection Built on Trust, Experience, and Relationships
At Parker Insurance, we believe insurance should do more than meet requirements. It should provide real protection, confidence, and peace of mind. Our mission is to help individuals, families, and business owners secure coverage that truly fits their lives and the risks they face every day.
We take a personal, relationship-driven approach to insurance. That means listening first, understanding your needs, and recommending coverage that supports both your present situation and your long-term goals.
Built to Serve Individuals, Families, and Businesses
we believe everyone deserves access to reliable coverage and clear guidance when it comes to protecting what matters most. Whether it’s your home, your vehicle, your business, or your loved ones, having the right insurance in place gives you confidence and peace of mind.
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We work with individuals, families, and business owners to understand their unique risks and recommend coverage that fits their real-life needs — not one-size-fits-all policies. Our approach is personal, practical, and focused on long-term protection, not just quick transactions. When you work with Parker Insurance, you gain a trusted partner who is committed to helping you stay protected through every stage of life and business.
Our Approach
Personalized Coverage, Not Generic Policies
No two clients are alike, and neither are their insurance needs. We take the time to understand your lifestyle, business operations, and financial priorities so we can recommend coverage that truly fits — not just what’s easiest to sell.
Clear Guidance and Ongoing Support
When appropriate, we collaborate with financial and tax professionals to help ensure your insurance coverage supports your broader financial strategy — protecting what you’ve built while preparing for what’s ahead.
Our Values
Why Clients Choose Parker Insurance
Clients work with us because they want more than a policy. They want a partner who is invested in their protection and success.
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Experienced, knowledgeable agents
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Honest, straightforward recommendations
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Coverage designed around real needs
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Support before, during, and after you buy insurance
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Long-term relationships, not one-time transactions
Our goal is to make insurance simple, supportive, and dependable.
Credentials & Cerifications
1. QuickBooks Certified
Certified in QuickBooks accounting software, ensuring accurate setup, bookkeeping, and financial reporting. This certification allows us to efficiently manage your financial records, troubleshoot issues, and ensure your books are organized and audit-ready.
2. Xero Advisor Certified
Certified in Xero cloud accounting, enabling real-time financial tracking, streamlined bank reconciliation, and customized reporting.
3. Senior Business Tax Analyst
We demonstrates advanced expertise in business tax regulations, entity structures, and multi-state tax considerations. This qualification supports complex tax strategy, compliance, and optimization for business owners across various industries.
4. Business Administration Lawyer
We provides legal knowledge related to business operations, contracts, compliance, and regulatory requirements.
5. Postsecondary Diploma in Accounting
Formal academic training in accounting principles, financial reporting, and business finance.
Who am I beyond numbers?
I’m not just a tax advisor. I’m a lifelong learner, reader, and writer who believes in the power of knowledge to change lives.
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In my downtime, I enjoy:
Reading
Writing & Personal Development
Learning Something New Every Day
I’m also a proud wife and pet parent to two dogs and two cats. Just like my clients, I understand the importance of balancing work, family, and the desire to build something that lasts.
