Planning Team

Latest Fall 2017 Quarterly Newsletter This issue includes some thoughts from the retiring Senior Managing Partner, Tim Jones, as he looks back on his time in the business over the last 30 years. This issue also includes a tribute to Kim McLeland, one of the retired partners at CJM who passed away suddenly earlier this year. We round out the newsletter with articles from Kevin Donovan on investments, Parker Trasborg provides us with his thoughts on buying a new car, and pictures from Halloween. Enjoy! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. 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.


  • Top Financial Planners - Parker Trasborg (2016)

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

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