Principal | Wealth Advisor
Parallel Advisors, LLC
Jan 2023 - Present | Scottsdale, Arizona
Autus Asset Management
Mar 2020 - Jan 2023 | Scottsdale, Arizona
Arizona State University
1993 - 1999
I serve as an advocate and partner for my clients, providing risk management guidance and thoughtful wealth management solutions. I strive to build lasting advisory relationships based on competency, trust, and transparency.
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate sudden wealth with guidance tailored to your generation's unique needs.
Coordinate wealth strategies across generations for lasting family prosperity.
Maximize wealth accumulation with sophisticated tax and investment strategies.
Integrate business and personal wealth strategies for optimal tax efficiency.
Preserve and grow family wealth across generations with thoughtful stewardship.
Optimize public pension benefits and supplement retirement savings.
Integrate real estate holdings with comprehensive wealth planning.
Specialized expertise where I deliver the greatest value
Maximize retirement plan benefits and optimize distributions.
Sophisticated strategies for sustainable retirement income.
Comprehensive insurance and risk mitigation strategies.
Market commentary and investment perspectives
Earnings Growth, A U.S./Iran Ceasefire and a Strong Economy Send Stocks to New Highs
Markets staged an impressive rebound in Q2, as strong corporate earnings and rising hopes for a U.S./Iran ceasefire pushed the S&P 500 to new all-time highs.
Read More
Securities-Backed Lending: Strategy for Alternative Liquidity
Securities-backed lines of credit, also called pledged asset lines, allow eligible investors to borrow against a taxable investment portfolio without selling securities. They can provide liquidity for taxes, large purchases, or other short-term needs while allowing the portfolio to remain invested.
Read More
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.
Read More