Estimated Read Time: 3-4 Minutes If you itemize, you should note the reduced medical deduction threshold for 2018. This year, you can deduct qualified medical expenses exceeding 7.5% of your adjust…[Read More]
George Parks, CFP®
George Parks, CFP®
George, a Certified Financial Planner (CFP®), is Vice-President and Chief Investment Officer with American Values Investments. Through a sub-advisory relationship between American Values Investments and Values First Advisors, George makes recommendations regarding securities investments, strategic asset allocation and third party managers for Values First on AVI’s behalf. George joined AVI in March 2001, and has served as Chairman of AVI’s Investment Committee since 2004. George is a trusted friend to the VFA founding members and has worked with them in various capacities dating back to 2003.
Prior to entering the financial services business, George spent 20 years working for Belk, Inc., a privately – owned department store group. He began his career as a management trainee and advanced to Division President. He graduated from Davidson College in 1980 majoring in Economics.
George and his wife, Beth Parks, have one daughter, Kimberly. George has served as an Elder and Trustee for Central Presbyterian Church in Bristol, VA. He has served as a member of the Board of Trustees of King College, and as a director of the local Chamber of Commerce.
At Values First, our Founding Partners work with our portfolio managers and other employees to oversee our client accounts. In addition, we have established and continue to develop industry relationships to enhance the experience, range and depth of our internal Team. These relationships include our relationships with AVI, which serves as a sub-adviser to our firm, and our independent investment adviser representatives (IARs) who work with our Founding Members and portfolio managers to service our clients and their accounts.