Principal | Wealth Advisor
Parallel Advisors, LLC
Sep 2015 - Present | Dayton, Ohio Area
Parker Carlson Johnson
Oct 2002 - Sep 2015 | Dayton, Ohio
University of Cincinnati Carl H. Lindner College of Business
I specialize in guiding successful professionals – individuals who have surmounted significant career milestones and are now facing the multifaceted challenges of managing wealth in a way that fuels continued success, personal fulfillment and legacy.
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate financial transitions and build a secure independent future.
Navigate life transitions with confidence and clarity during uncertain times.
Coordinate wealth strategies across generations for lasting family prosperity.
Navigate executive compensation, deferred comp and complex tax situations.
Strategic planning for manufacturing business owners and their families.
Preserve and grow family wealth across generations with thoughtful stewardship.
Strategic planning for engineering professionals and their equity compensation.
Optimize self-employment income and build sustainable wealth.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Navigate financial complexities during and after divorce transitions.
Sophisticated strategies for sustainable retirement income.
Navigate sudden wealth events with strategic planning.
Market commentary and investment perspectives
War, Private Credit Worries and AI Anxiety Weigh on Stocks
Market volatility spiked in the first quarter of 2026. A surge in geopolitical tensions, growing concerns about potential stress in private credit markets, and fears that artificial intelligence (AI) may disrupt certain industries combined to push the S&P 500 moderately lower to start the year.
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Required Minimum Distributions: A Guide to RMDs
Required Minimum Distributions (RMDs) are the minimum amounts the IRS requires you to withdraw each year from retirement accounts such as IRAs, 401(k)s, or similar plans once you reach a certain age.
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Stocks Extend the Bull Market Run in 2025
The S&P 500 opened the fourth quarter by reaching a new all-time high in early October. However, market volatility increased later in the month amid renewed trade tensions between the United States and China.
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