Managing Principal
Parallel Advisors, LLC
2026 - Present | Coral Springs, FL
Eaton Financial Group
1996 - 2026 | Coral Springs, FL
Fiduciary designation
Specialized certification
University of Miami
University of Chicago Booth School of Business
Wealth Strategy Lead
Wealth Strategist
Operations Associate - Client Service
Life's most consequential moments are often the ones no one planned for — which is exactly why planning matters. Whether you're navigating the sale of a business, a divorce, the death of a spouse, or an inheritance, we help you prepare for what lies ahead, including the contingencies most people would rather not face.
We begin by listening. When you feel truly heard and understood, we work with you to build a plan that fits your life — one that is thoughtfully coordinated across the essential areas of your financial picture. We have meaningful experience guiding women who lead their household's financial decisions through these kinds of transitions.
As fiduciary advisors, we are obligated to act in your best interest and to place your interests ahead of our own. Our goal is to bring clarity and simplicity to complex decisions, so that whatever comes, you can approach it with greater confidence.
Navigate joint financial decisions, tax strategies and legacy planning together.
Build financial independence and long-term security on your own terms.
Expert CDFA guidance through the financial complexities of divorce and new beginnings.
Navigate life transitions with confidence and clarity during uncertain times.
Navigate executive compensation, deferred comp and complex tax situations.
Coordinate business, retirement and personal wealth planning for owner-operators.
Tailored planning for attorneys managing partnership income, deferred comp and equity stakes.
Specialized planning for educators navigating pensions, 403(b) plans and retirement income.
Preserve and grow family wealth across generations with thoughtful stewardship.
Specialized expertise where we deliver the greatest value
Retirees and pre-retirees — income strategies designed to last across all stages of retirement.
Expert CDFA guidance through complex financial decisions during life transitions.
Identify, evaluate and address the contingencies that could derail your plan.
Thoughtful planning around inheritances, business sales and other sudden-wealth events.
Education funding strategies coordinated across generations.
Deeply committed to serving the South Florida community
President; Executive Committee; Trustee
Member
Advisory Board Member
Mentor/Sponsor
Founder and Board Chair
Race Director (5K and 10K)
Volunteer/Leadership Scholarship Sponsor
2018-19 Chairman, Representative Advisory Council
Board of Directors; Trustee; Ambassador
2018-2020 Advocacy Representative, Florida
Board Member, Youth Running Coach
Co-Founder