Wealth Advisor | Ann Arbor
Parallel Advisors, LLC
Dec 2025 - Present | Ann Arbor, MI
Wolverine Tax & Financial
2021 - Present | Ann Arbor, MI
Capstone Tax & Financial
2016 - 2021 | Saline, MI
Harvard University
2015 - 2018
University of Michigan
1997 - 2001
My approach centers on tax-advantaged investment planning and holistic wealth management — integrating tax strategy, estate considerations, and risk management into each client’s broader financial picture. Working with high earners, professionals, and multi-generational families, I coordinate investment, tax, and estate decisions so each part of the plan informs the others as careers, families, and priorities evolve.
Navigate joint financial decisions, tax strategies, and legacy planning together.
Planning tailored to legal, tax, and estate considerations specific to same-sex couples and families.
High Earners, Not Rich Yet — building wealth with a focus on tax efficiency, equity compensation, and long-term saving strategy.
Coordinate wealth strategies across generations to support lasting family priorities.
Planning for executives navigating compensation, benefits, and tax complexity.
Equity compensation, RSU, ISO, and ESPP planning alongside long-term wealth strategy.
Planning tailored to partner buy-ins, firm structures, and the cash-flow patterns of legal careers.
Income smoothing, royalty planning, and retirement strategy for irregular earnings.
Planning attuned to pilots’ pension elections, schedule-based cash flow, and seniority-driven careers.
Specialty areas where I focus my practice
Year-round planning to identify opportunities across income, investments, and entity structure.
Integrated planning and preparation, coordinating returns with broader financial decisions.
Thoughtful estate planning to support your wishes and provide for future generations.
Insurance review and risk mitigation strategies aligned to each client’s circumstances.
Charitable giving strategies, including donor-advised funds and tax-aware contributions.
Senior Tax Associate
Senior Tax Associate
Wealth Strategist
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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