Manager of Wealth Planning
Parallel Advisors, LLC
Mar 2025 - Present | Scottsdale, Arizona
Charles Schwab
Nov 2021 - Mar 2025 | Phoenix, Arizona
Northern Arizona University, W.A. Franke College of Business
2019 - 2020
Northern Arizona University
2009 - 2011
Willing to have an opinion about the market and strategy.
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate financial transitions and build a secure independent future.
Navigate sudden wealth with guidance tailored to your generation's unique needs.
Coordinate wealth strategies across generations for lasting family prosperity.
Sophisticated wealth strategies for C-level executives and their families.
Integrate business and personal wealth strategies for optimal tax efficiency.
Preserve and grow family wealth across generations with thoughtful stewardship.
Tailored strategies for physicians, dentists and healthcare professionals.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Thoughtful estate planning to protect your legacy and provide for future generations.
Navigate business transitions and maximize value at exit.
Navigate financial complexities during and after divorce transitions.
Education funding strategies across generations.
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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