Parker Babbe

Committed to helping you achieve financial confidence.

Services and Offerings
The Process
Client Logins
The Team

MEET PARKER

Parker is the founder and lead advisor of the practice and has built his firm around a commitment to stewardship, education, and long-term client relationships. He joined Commonwealth Financial Group in 2014, drawn to its entrepreneurial model and emphasis on independent, client-first planning. Prior to joining Commonwealth, Parker spent three years with Northwestern Mutual, including two years as an intern and one year full-time.

Parker views his role as more than that of an advisor—he considers himself a steward of his clients’ financial lives. He believes meaningful value is created through education, transparency, and helping clients understand the financial trade-offs and complexities inherent in financial decision-making. By managing his practice with intention and discipline, Parker aims to create clarity, reduce complexity, and drive positive outcomes for the individuals and families he serves.

Parker is a graduate of the Military College of Vermont, where he earned his degree in 2013. That same year, he was recognized as New Advisor of the Year by the National Association of Insurance and Financial Advisors (NAIFA) of Vermont.

Outside of work, Parker enjoys traveling and exploring new places, scuba diving, and staying active through martial arts.

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MEET THE TEAM

  • Krissi (last name)

    RELATIONSHIP MANAGER

    Krissi brings nearly 20 years of experience in the insurance industry, with a strong foundation in financial protection, client service, and operational support. Over the past several years, she has expanded her focus into the investment and financial planning space, combining deep insurance expertise with a growing passion for helping individuals build, manage, and protect long-term wealth. She holds both a Series 7 and Series 66 license, allowing her to support advisory teams from both an operational and regulatory perspective.

    In her role as Relationship Manager, Krissi is dedicated to creating a seamless and well-organized experience for every client served. She focuses on building strong relationships, anticipating client needs, and ensuring communication is clear, timely, and consistent. Whether clients are new to the planning process or navigating more complex long-term strategies, Krissi provides thoughtful, dependable support at every stage. Her goal is to serve as a steady presence and trusted resource as clients work toward greater financial confidence and clarity.

    Originally from Arkansas, Krissi has called Las Vegas home for the past 10 years. Outside of work, she enjoys spending time with her family, traveling, and exploring the outdoors.

  • Shelly (last name)

    OPERATIONS MANAGER

    For over a decade, Shelly has been the organizational backbone of Parker’s financial practice, ensuring that day-to-day operations run smoothly so clients receive an exceptional experience and the advisor can remain focused on delivering strategic financial guidance.

    Shelly is known for her attention to detail, reliability, and genuine care for clients. From managing account logistics and coordinating behind-the-scenes workflows to streamlining office processes, she plays a vital role in creating seamless and well-organized client experiences.

    Outside of the office, Shelly is a passionate advocate for dog rescue. She volunteers with Passion 4 Paws VT, where she fosters dogs, helps coordinate fundraising initiatives, and supports social media outreach—reflecting a deep and enduring commitment to animal welfare.

    Shelly lives in Vermont with her daughter and their foster-fail pup, Pippa.

PLANNING SPECIALISTS

  • Dan Murphy, CFP®

    HEAD OF WEALTH STRATEGY

  • Chelsea Brochu, CWS®

    ESTATE PLANNING STRATEGIST

  • Todd Seresky

    INVESTMENT PLANNING STRATEGIST

  • Andrew Gordon

    ADVANCED PLANNING STRATEGIST

*Through my partnership with Commonwealth Financial Group, I have access to the following specialists and resources.

SERVICES & OFFERINGS

Parker provides a wide array of solutions designed to protect your business investment, attract and retain talent, and reward key individuals. He also focuses on your personal goals within your business, including succession planning and exit strategies.

*Commonwealth Financial Group does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.
**Some health insurance products offered by unaffiliated insurers.

    • Business Valuations

    • Business Succession Planning & Exit Strategies

    • Buy/Sell Strategies

    • Key Person Insurance

    • Estate Plan Integration

  • Non-qualified deferred compensation plans

    Retirement Plans

    • 401(k)

    • Profit Sharing

    • SEP and Simple IRAs

    • 403(b) – Defined Benefit

    Group Insurance**

    • Health

    • Short- & Long-Term Disability

    • Life, AD&D, Long-Term Care

    • Dental

    • HSA, HRA, & FSA Plans

    Discounted Voluntary Benefits

    Executive Carve Out Benefits

    Financial Planning Workshops

    • Financial Planning for Key Employees

    • Non-Qualified Selective Benefits

    • Deferred Compensation Plans

    • Salary Continuation Plans

    • Executive Bonus Plans

    • Split Dollar Arrangements

THE PROCESS

  • 1. ENGAGE

    Parker begins with an introductory conversation to understand your goals, priorities, and what led you to seek financial guidance.

  • 2. ASSESS

    Parker conducts a comprehensive assessment using thoughtful questions to gain a clear picture of your financial situation, concerns, and long-term objectives.

  • 3. ANALYZE

    He analyzes your current financial landscape to identify opportunities, gaps, and strategies aligned with your goals.

  • 4. EXECUTE

    Parker presents your personalized financial plan and walks you through recommended strategies in a clear, actionable way.

  • 5. IMPLEMENT

    Together, you implement the agreed-upon recommendations and solutions designed to help you reach your goals.

  • 6. MONITOR

    Parker provides ongoing guidance by monitoring your plan and making adjustments as your life, goals, and circumstances evolve.

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

CLIENT LOGINS

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Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202610-5088159.