People
Our people arrive at Parallel from different places, with different backgrounds and experiences.
Some of us expatriated from traditional wirehouses, seeking a better deal for clients, one free from the conflicts of interest of the broker-dealer business model.
Some of us had our own small practices but opted to join forces with a larger firm offering support and resources unavailable to us as solo practitioners.
A few of us are determinedly rising through the ranks, from reception, to operations, to paraplanner, to advisor, gaining valuable experience and knowledge at each step.
And last but not least, our crack Operations, Planning, and Tax teams, the best in the business, taking care of even the tiniest details to ensure your client experience is a happy one.
Every one of us has a story to tell and knowledge and experience to share.
This is what gives us our superpower — call it “hybrid strength” — the combination of traits that make the firm greater than the sum of its parts.
Caouette, Kyle
Kyle Caouette
Wealth Advisor
Scottsdale
Creative Planner. Entrepreneur Wealth Coach. Travel Enthusiast.
kyle.caouette@paralleladvisors.com
Cheek, Kenny
Kenny Cheek
Internal Firm Development Manager
San Francisco
Laugh Generator. Dog Dad. Voiceover Actor.
kenny.cheek@paralleladvisors.com
Cheong, Melissa
Melissa Cheong
Client Service Associate
San Francisco
Problem Solver. Premier League Fantasy Fanatic. K-Drama Lover.
melissa.cheong@paralleladvisors.com
Clements, Matt
Matt Clements
Principal
San Francisco
Fanatical Fiduciary. ESG Savvy. Boy Dad.
matt@paralleladvisors.com
Clements, William
William Clements
Principal
San Francisco
Fiduciary. Experienced Investor. Consigliere.
william.clements@paralleladvisors.com
Cohen, Sharon
Sharon Cohen
Wealth Advisor
Scottsdale
Avid Reader. Social Butterfly. Green Bay Packer Owner.
sharon.cohen@paralleladvisors.com
Conocido, Tito
Tito Conocido
Client Service Associate
San Francisco
Eager Learner. Idea Sharer. Former Seminarian.
tito.conocido@paralleladvisors.com
Cooper, Stephanie
Stephanie Cooper
Principal
San Francisco
Fun Initiator. Go Getter. They Call Me Scoop.
stephanie@paralleladvisors.com
Corrales, Stefanie
Stefanie Corrales
Operations Manager
San Francisco
Cat Whisperer. Stargazer. Enlightened Facilitator.
stefanie.corrales@paralleladvisors.com
Courtney, Mollie
Mollie Courtney
Wealth Strategy Associate
Dayton
Dog Whisperer. 5k Enthusiast. Calming Presence
mollie.courtney@paralleladvisors.com
Crigger, Kyte
Kyte Crigger
Wealth Strategy Associate
San Francisco
Japanese Mentality. Casual Athlete. Nature Boy
kyte.crigger@paralleladvisors.com
Cuppy, Donald
Donald Cuppy
Principal
Scottsdale
Wordsmith. Strategic thinker. Parrothead.
donald.cuppy@paralleladvisors.com
D’Orazio, Dan
Dan D’Orazio
Wealth Advisor
San Francisco
Paterfamilias. Sports Nut. Glass Half Full.
dan.dorazio@paralleladvisors.com
Daggs, Ash
Ash Daggs
Wealth Advisor
San Francisco
Family First. Happy Camper. Planning Evangelist
ash.daggs@paralleladvisors.com
Dausman, Lauren
Lauren Dausman
Tax Associate
Professional Task Juggler. Plant Collector. Mother of Cats..
lauren.dausman@paralleladvisors.com
Dawodu, Audrey
Audrey Dawodu
Client Service Associate
Dallas
Professional Phenomenon. Frugal Fashionista. Soulful Songstress.
audrey.dawodu@paralleladvisors.com
Falzone, Debbie
Debbie Falzone
Operations Manager
San Francisco
Avid Knitter. Attentive Listener. Java Junkie.
debbie.falzone@paralleladvisors.com
Fiedler, Mark
Mark Fiedler
Managing Principal
Scottsdale
Person of Faith. Optimistic Realist. Family Man.
mark.fiedler@paralleladvisors.com
Fierstein, Darin
Darin Fierstein
Wealth Advisor
San Francisco
Inbox Emptier. Putting Green Reader. Global Voyager.
darin.fierstein@paralleladvisors.com
Frankel, Bruce
Bruce Frankel
Wealth Advisor
San Francisco
Impact Maker. World Travel. Go Cubs.
bruce.frankel@paralleladvisors.com