Wealth Advisor
Parallel Advisors, LLC
Apr 2024 - Present | Durham, NC
MGO | Private Wealth
Apr 2022 - Apr 2024 | Northern California
EDHEC Business School
Golden Gate University
With over 20 years of experience working with business owners, I focus on the full spectrum of business, personal and family planning solutions. From ownership structuring and exit planning to retirement and estate planning, I work to bring all of the pieces together.
Navigate joint financial decisions, tax strategies and legacy planning together.
Empowering independent financial planning and wealth building strategies.
Tailored strategies for building and protecting individual wealth.
Coordinate wealth planning across multiple generations of your family.
From startup equity to exit planning - guidance through every growth stage.
Strategic planning for manufacturing business owners and their families.
Comprehensive planning for service industry business owners.
Structure, cash flow optimization and financial planning for business owners.
Navigate complex real estate investments, 1031 exchanges and property portfolios.
Specialized expertise where I deliver the greatest value
Strategic planning for business exits, ownership transitions and legacy preservation.
Design and optimize retirement plans for business owners and their employees.
Real estate investment strategies, 1031 exchanges and property portfolio optimization.
Charitable giving strategies that align with your values and financial goals.
Comprehensive financial planning tailored to the unique needs of small business owners.
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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