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We work with you to create a personalized road-map designed to guide you through life’s milestones. Our experienced team of professionals is here to offer you unbiased advice and ongoing support. We strive to simplify your financial strategies. As an independent firm, we are focused on serving you and your needs!
William J. Parker is the Chief Executive Officer of GrandView Asset Management, a firm which offers fee based money management headquartered in Harrisburg, Pennsylvania. The firm has been family run since 1962. William is also the Chief Executive Officer of GrandView 401k Advisors. Grandview 401k Advisors is an independent consulting firm that creates qualified and nonqualified retirement programs. GrandView 401k Advisors sets itself apart by educating the business owners as well as the employees so they may retire successfully.
With over three decades of experience, William Parker understands the gamut of investments, markets, and services that are available to help individuals, families, and businesses plan for their financial needs. He understands the various vehicles, both qualified and non-qualified, available to help businesses structure benefit plans in order to retain current employees as well as attract and recruit new employees.
William served as the Mayor of Paxtang from 2000 to 2004. William is the host of an investment radio program on WHP-580 every Saturday morning from 6 to 7 am. William expanded to Clear Channels stations in both Harrisburg and the Lancaster market place in March of 2011.
He is the father of five children, three of whom are living with Fragile X and Autism. William Parker primarily concentrates his philanthropic efforts on children with disabilities. Demonstrating his commitment to give back, he has served on several national and regional boards including the MIND Institute at UC Davis (California) and The National Fragile X Foundation, and founded the Center for Autism and Developmental Disabilities at Philhaven. William also serves on the National Autism Society Board. In addition, he also advances the cause by working with officials at both the state and federal levels to increase funding for research and services on behalf of individuals with special needs.
William Parker and his wife, Deborah, reside in Palmyra, Pennsylvania with their children.
Shari joined our team in June of 2015 as our Executive Assistant and was recently promoted to Office Manager. She has worked in the mortgage banking industry on and off for the past 20+ years. Shari also has experience in sales, customer service, human resources. Additionally, she has a passion for helping others through volunteer work and community outreach opportunities. Shari enjoys gardening, music, cooking, long beach vacations and spending time with friends and family. ! She loves hockey, football, baseball and is an avid Hershey Bears fan!
Kerri joined Grand Asset Management on October 3, 2016. . After her husband retired from the Air Force in 2010, they moved to York, PA. She completed her BA in Business Management in March of 2016. Kerri has experience in Customer Service and in retail. Kerri worked for Army Air Force Exchange Services for years as they are on every Army and Air Force installation.
Administrative Assistant | 717-541-1000
Wendy worked for the Girl Scouts as a Data Manager prior to joining the team at Grandview Asset Management in March, 2017. She has extensive data and customer service experience. Wendy enjoys travel, spending time in the mountains, and listening to music.
Accounts Payable Manager | 717-541-1000
Sharon has been working with Grandview Asset Management for over 9 years! Before joining our team, she retired from Verizon with 30 years service experience. Sharon’s initial duties at Grandview Asset Management were clerical, and in 2009, she advanced to become our Accounts Payable Manager.
Financial planning for the future does not have to be complicated. We will simplify the process, organize your financial life and execute a specific plan tailored to you in order to achieve your goals and achieve financial independence.
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, social security, personal savings and investments. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Wealth management is more than just investment advice, it incorporates all parts of a person’s financial life. The idea is that high net-worth clients benefit from the holistic approach we provide, coordinating all the services needed to manage their money and plan for their own or their family’s current and future needs.
Estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they’re carried out, even if you are unable to communicate. It can even designate someone to manage your financial affairs.