How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Charles Parks**, CLU ®, ChFC ®
Chief Executive Officer
Charles Parks began his career in 1970 as a college intern at the University of Akron in Akron, Ohio. After a successful early career as a financial adviser, he founded an agency firm in 1983. That firm has since grown to over 200...
Pegge Barrier
Executive Vice President of Wealth Planning
A sixth-generation St. Petersburg resident, Pegge’s approach has been shaped by her many life experiences. These include serving as a senior executive in the utility industry prior to becoming a financial planner. She credits...
Alan Barrier
Chief Operating Officer
Alan brings over 14 years of Operational experience in the Financial Services industry to our team. A graduate of the University of South Florida with a Bachelor of Science Degree in Finance, coupled with his Professional Licenses...
Brad Martin
Sr. Vice President of Investment Management
Brad is a Senior Vice President and investment advisor for 21st Century Financial. He specializes in developing customized financial plans and wealth protection strategies for our clients. Brad has over 30 years in the financial...
Tim Hoppes
Financial Professional
Paul Slavik
Vice President Development