Principal | Wealth Advisor
Parallel Advisors, LLC
January 2023 - Present | Scottsdale, Arizona
University of Nebraska-Lincoln
1982 - 1986
Arizona State University
1991 - 1992
Arizona State University
1994 - 1995
I collaborate with clients' other professional advisors to deliver customized financial solutions for their unique situations.
Navigate joint financial decisions, tax strategies and legacy planning together.
Build financial independence and long-term security on your own terms.
Build financial independence and long-term security on your own terms.
Coordinate wealth strategies across generations for lasting family prosperity.
Navigate executive compensation, deferred comp and complex tax situations.
Maximize wealth accumulation with sophisticated tax and investment strategies.
Integrate business and personal wealth strategies for optimal tax efficiency.
Preserve and grow family wealth across generations with thoughtful stewardship.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Thoughtful estate planning to protect your legacy and provide for future generations.
Sophisticated strategies for sustainable retirement income.
Comprehensive insurance and risk mitigation strategies.
Comprehensive financial planning for business structure and cash flow optimization.
Market commentary and investment perspectives
Earnings Growth, A U.S./Iran Ceasefire and a Strong Economy Send Stocks to New Highs
Markets staged an impressive rebound in Q2, as strong corporate earnings and rising hopes for a U.S./Iran ceasefire pushed the S&P 500 to new all-time highs.
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Securities-Backed Lending: Strategy for Alternative Liquidity
Securities-backed lines of credit, also called pledged asset lines, allow eligible investors to borrow against a taxable investment portfolio without selling securities. They can provide liquidity for taxes, large purchases, or other short-term needs while allowing the portfolio to remain invested.
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The AI Boom: Why History Doesn't Always Reward the First Investors
Every generation encounters a technology that feels unlike anything before it. Today, that's artificial intelligence. Corporate profits represent one of the largest shares of the economy in decades, and hundreds of billions of dollars are flowing into data centers and power infrastructure. History offers examples of transformative technologies changing the world while many early investors failed to earn the returns they expected.
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