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
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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