Meet the Team
Chad W. Parker CFP®, ChFC
“Pay attention to the little things,” Chad has been heard to say. “It’s the little things that will make or break a client experience.” Chad W. Parker is the founder of Parker Advisory Group, Inc. One of Parker Advisory Group’s main priorities is a comprehensive financial planning system which focuses on creating a great and unique experience for our clients surrounding the management of their wealth. Chad has propelled the company forward with evangelizing the systems theory for the company, and instilling in each of the team a sense of satisfaction with following processes; resulting in pleased clientele. Chad has experience in consulting with business owners, entrepreneurs, individuals and families.
Born and raised in Montana on a cattle ranch, he knows what hard work is about and is not ever afraid to put forth the effort. He has background and experience working for and with Beneficial Life Insurance Company as Associate Manager in recruiting and training new professionals and as part of a team in Advanced Case Support. He served as the Director of Financial Services for the second largest regional H & R Block franchise in the United States for 5 years. He has a Bachelor of Science in Business from the University of Phoenix and graduated with honors. He is a Certified Financial Planner™ (CFP®), a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). He has served as the past President of the Board of Directors for the Utah Chapter of Juvenile Diabetes Research Foundation International. Chad is passionate about finding a cure for Type 1 Diabetes.
Chad and his wife Michelle have five girls and one boy. They enjoy spending time swimming, boating, going on vacations, making treats and doing anything outdoors.
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Kaylan D. Andersen CFP®, ChFC
Kaylan grew up in Santa Clara, Utah with his parents and two sisters. His father was a general contractor and Kaylan could be found at a very early age out on the job site with his dad learning the value of hard work. Kaylan has experience and a background in the insurance industry serving as a Financial Representative with the Cambridge Financial Center prior to joining Parker Advisory Group. Kaylan graduated from Dixie State University with a Bachelors Degree in Business Administration with a Finance Emphasis. Kaylan is a Certified Financial Planner™ (CFP®) and a Chartered Financial Consultant (ChFC®). He is Life, Health, & Disability insurance licensed and holds FINRA 6, 63 and 65 securities licenses.
Kaylan and his wife Kara have four children – two boys and two girls. Kaylan enjoys spending his free time playing with his kids, working in the yard, playing basketball, reading, and enjoying quality time with his family.
Mandie Yates
Mandie grew up in Ephraim, Utah. After graduating from high school, she attended Southern Utah University, and earned a Bachelor of Sciene Degree in Communication with an emphasis is Public Relations and Journalism. After graduation, she headed to the warmer weather of St. George and accepted a job with the Utah State Tax Commission working in Income and Business Tax. Mandie loves working with and helping people, so she decided to use her experience in the tax and accounting field by becoming the Client Relations Manager for Kinexus CPAs and Advisors where she worked for five years before coming to Parker Advisory Group.
In her free time Mandie can be found spending time in the great outdoors hiking, running, or kayaking with her family. Mandie and her husband Kurt love to travel and take their two girls on new adventures. She is excited to be the newest member of the Parker Advisory Team.