Planning Team

Latest Winter 2018 Quarterly Newsletter This issues includes reflections from Brian Jones, CFP, on recent market volatility as he draws parallels to the most recent Super Bowl. Kevin Donovan, CFA, discusses how market losses can be tough but in general the market produces positive returns. Mark your calendars for our annual Shredding Event on May 18th and read about which documents to keep versus shred. Lastly, we share the recent Washingtonian Magazine article that quoted Jessica Ness, CFP, and her advice for handling children's allowance. January 2018 Audio Update In our first podcast of 2018, join us as David Greene, Kevin Donovan, Jessica Ness and Brian Jones share their thoughts on what worked in 2017, what to expect in the markets in 2018 as well as an update on the new tax bill just passed by Congress. Newsletter & Podcast Archive

Parker G. Trasborg, CFP ®

Parker joined CJM in February 2011. He received a B.S. in Finance from Virginia Tech in May of 2009. While at Virginia Tech, Parker completed his CERTIFIED FINANCIAL PLANNER™ required coursework. Upon joining CJM, Parker studied diligently and passed the CFP examination. Parker is a member of our Asset Management team, and works with other team members on client service and review preparation.

Prior to joining CJM, Parker was a financial planner with Waddell & Reed in his home town of Red Bank, New Jersey. In New Jersey, Parker was an active member of his community, getting involved in the Lion's Club, other charitable organizations and became an Eagle Scout. Currently, Parker is a Board Member of the National Capital Area chapter of the Financial Planning Association (FPA).

Parker currently lives in Arlington, VA with his wife, Beckie, and their cat. In his free time, Parker enjoys running, cycling, watching Virginia Tech sports and music. Back in New Jersey, Parker has owned and operated a mobile DJ business with his brother since 2000. He has completed three half marathons, three century rides and hopes to do more races in the future.

Accolades


  • Top Financial Planners - Parker Trasborg (2016)

  • Top Financial Planners - Parker Trasborg (2015, 2016)

Back to Planning Team