Robbie Stapleton, AIF®, CPFA®
Owner | Financial Advisor
As a financial advisor, Robbie is passionate about sharing his knowledge of investing and planning for retirement. He runs office educational seminars on everything from Social Security planning to educating young people on the power of early investing.
Robbie graduated from the University of South Dakota with honors and has degrees in mathematics and history. He holds FINRA Series 7, 63, and 66 securities registrations as well as a Series 24 Principal's license. Outside of work, Robbie and his wife, Katie, enjoy spending time with their boys James, Joel, and Jude.
As a financial advisor, Pat is dedicated to creating financial plans and educating clients on products and services. Prior to joining Parker Financial, Pat spent 7 years as a compliance officer in the finance industry gaining experience with an array of different products. Most recently, he has been spending time as a full-time dad to his three young boys.
Pat graduated from the Unversity of Nebraska at Omaha with degrees in Accounting, Finance, and Banking. He holds FINRA Series 7 and 66 securities registrations. When not working, Pat likes to spend time with his three boys Joshua, Charles, and Thomas.
Director of Operations
As the director of operations, Rhonda is responsible for opening client accounts, managing compliance regulations, transferring assets, and ensuring that the office runs efficiently. Prior to joining Parker Financial Associates, Rhonda was the client service manager at an independent broker/dealer. Rhonda has more than 15 years of experience in the financial services industry. Rhonda enjoys interacting with clients and is committed to excellent customer service.
Rhonda grew up in central Nebraska and attended Faith Baptist Bible College, receiving a degree in secretarial science/Christian education. She also holds the FINRA Series 7 and 66 securities registrations. In her spare time, Rhonda enjoys spoiling her niece, spending time with family and friends, watching sports, playing volleyball, and serving in her church.
Client Services Assistant
As a client services assistant, Patty is responsible for assisting clients and the office with day-to-day business operations. Patty spent the past 4 years in the financial services industry. Prior to working with independent financial advisors, Patty spent more than 20 years teaching elementary and middle school, mostly in South Sioux City, Nebraska.
Patty is from Parker, South Dakota, and graduated from the University of South Dakota with a degree in elementary education. She enjoys spending time with her three sons, five grandchildren, and traveling with her husband, Bob.