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Meet the Team

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Dave Parkes, CFP®, RICP®, AIF®

Founder

Clients

Dave works with hundreds of Bay Area dentists, physicians and their families. He has a deep understanding of the financial needs of the medical/dental practitioner. He makes planning simple and clear by coordinating both business and personal finances for his clients.

He also works with Silicon Valley executives, professionals, and their families.

Philosophy

Dave is passionate about making a difference in his clients’ lives. Having seen many families (including his own) go through difficult life-events and suffer because they didn’t have a plan in place or an advisor they could trust, he has made it his mission to lead his clients to better clarity and action.

Dave describes his client relationships this way:

“My clients trust me to do what is best for them and be genuinely interested in what they care deeply about. I make it simple for them to take action that will support their goals. I help them fully-protect their income and investments as our first priority and I stick around to provide guidance and service to their families over time.”

Professional

With over 15 years of financial planning experience, Dave is recognized as a leader in his field. Forbes has named Dave in their 2023, 2024, and 2025 Best-in-State list for professionals in his field. He takes an active role in promoting financial wellness in the community by conducting workplace seminars to educate employees in Silicon Valley about managing their finances holistically.

He also helps administer and provide benefits for CIR medical interns and residents in programs at Highland Hospital in Oakland, Santa Clara Valley Medical Center (SCVMC), and Valley Consortium for Medical Education (VCME) in Modesto.

Dave is committed to continuing professional growth and improvement. He dedicates at least 4-6 weeks out of every year to furthering his education and industry knowledge. He is also very active in coaching new advisors entering the profession. He was recently awarded the Community Impact Award from Pacific Advisors for dedicated service within his community.

Personal

Dave currently lives in Santa Clara, CA with his wife, Erin (registered nurse who has worked 15 years at Stanford Children’s Hospital) and their four children. He holds a business degree from Brigham Young University and has past professional experience in management consulting with Accenture and real estate investing.

He enjoys volunteering for his church and serving in his community, including a past role serving on the board of a non-profit society of professionals promoting moral and ethical leadership in business.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License Number - 0F68784, AR Insurance License Number – 9378260. 

This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Wealth Advisors List is based on criteria developed and obtained by SHOOK Research, LLC.  No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.

Wesley Brinkman headshot

Wesley Brinkman

Director of Business Development

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Amanda Palmer headshot

Amanda Palmer, CLTC®

Support Specialist

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Manjit Singh headshot

Manjit Singh, MPA

Support Specialist

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Kylee Bowden headshot

Kylee Bowden

Client Experience Manager

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Antoinette Brookshire headshot

Antoinette Brookshire

Director of Marketing & Operations

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Wesley Brinkman

Director of Business Development

Most people understand that insurance and financial planning is critical for their future. But when life is already full of work and taking care of your family or other responsibilities, it’s hard to know who to trust to help you take care of your finances. As an Insurance and Financial Advisor, I build trust with clients through education and guidance so they’re confident that someone is watching out for their future. For many years, I’ve helped individuals, families and business owners navigate the complexities of their finances to find clarity, balance, and confidence as they take control and organize their financial picture. I work with clients to help make the insurance and financial planning process seamless and simple so it’s easier to take action that supports their unique goals and protects their loved ones—no matter what life may bring. And our clients love their subscription to the Living Balance Sheet for the purpose of helping them to get and stay financially organized. It is nothing less than empowering! I love bringing the power of the Parkes Financial team coupled with the intelligence and advanced tools we offer to help create the best possible situation for my clients! To me,  there's no better feeling than delivering that!

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License Number - 0F72075.

Amanda Palmer, CLTC®

Financial Representative

Amanda recently joined Parkes Financial, working alongside Dave’s team to help clients achieve financial security and success. Utilizing The Living Balance Sheet, a proprietary tool, she specializes in organizing and coordinating comprehensive financial strategies tailored to each client’s unique needs. As a professional in the financial services industry, Amanda’s expertise lies in seamlessly integrating protection, assets, liabilities, and cash flow strategies—helping clients build a solid foundation for both their present and future, including retirement.

Before transitioning into financial services, Amanda played a key role in managing her ex-husband’s successful dental practice while raising their three sons. Now, she and her husband, Mark, have blended their families and enjoy watching their five children grow into adulthood. They still have one son at home, who is currently a high school sophomore.

Outside of work, Amanda is always up for an adventure. She loves staying active and spending time outdoors, whether it's hiking, playing pickleball, camping, cheering at baseball games, or relaxing at the beach.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License Number - 4333390.

Manjit Singh, MPA

Support Specialist

Manjit serves as the team's Support Specialist. He earned a B.A. in Economics from UC Santa Cruz and an MPA from Rutgers University - New Jersey. Manjit is a Bay Area native who is passionate about investing and living a healthy lifestyle. 

Kylee Bowden

Client Experience Manager

Kylee recently joined Parkes Financial as our Client Experience Manager. She began working in the financial services industry in 2012 and has an extensive background in client relationship management. She takes pride in providing top-notch client service and currently holds her Series 7 and 66 registrations. Kylee attended California State University, Fullerton where she earned a Bachelor’s Degree in Communications with an emphasis in Public Relations. She currently resides in Southern California in her hometown of Orange County with her husband Brock and their three children, Kinsley, Jax and Kennedy. In her free time, Kylee enjoys going to the beach and taking bike rides with her family, volunteering in her kids' classrooms and acting as their personal chauffer to various sports and activities.   

Antoinette Brookshire, MBA

Director of Marketing & Operations

Antoinette is a native of Long Island, New York. She earned an MBA from Long Island University and has worked in the financial services industry since 2001. Antoinette has worked for H&R Block preparing personal and business returns as well as teaching tax preparation courses during the off-season. She held a few roles at Merrill Lynch, but her greatest joy was furthering the financial education of young people as team member ML Global Philanthropy. She enjoys giving back to her community through various volunteer opportunities.