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 and a Strong Economy Power Stocks Higher in Q3
Markets were volatile again in Q3, but stocks still advanced as robust corporate earnings and a resilient economy carried the S&P 500 to new all-time highs despite a rebound in oil prices and a sharp rise in Treasury yields.
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Equity Compensation: A Simple Guide to ISOs, NSOs, and RSUs
Common types of equity compensation include Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), and Restricted Stock Units (RSUs). Each works differently and has its own tax rules, but they all give you an opportunity to build wealth if the company performs well.
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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.
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