Principal | Wealth Advisor
Parallel Advisors, LLC
April 2018 - Present | Dayton, Ohio
Fifth Third Private Bank
November 2013 - April 2018 | Dayton, Ohio
University of North Carolina at Chapel Hill
2002 - 2004
Kent State University
1998
I enjoy working with Business Owners and Corporate Execs who value their time and are comfortable delegating important aspects of their financial planning to a seasoned professional. My ideal client has built a business over the last 20 or 30 years and are looking for assistance in navigating the exit and liquidity process of moving from running a business to generating income and growth from their retirement next egg. I also enjoy working across the generations and employing some philanthropic strategies for those families so inclined. Finally, I have experience in helping corporate executives with the 10b-5-1 process and staying within the requirements of Form 4 filings.
Navigate joint financial decisions, tax strategies and legacy planning together.
High Earners Not Rich Yet - maximize wealth building in your prime earning years.
Coordinate wealth strategies across generations for lasting family prosperity.
Sophisticated wealth strategies for C-level executives and their families.
Strategic planning for manufacturing business owners and their families.
Integrate business and personal wealth strategies for optimal tax efficiency.
Maximize pension benefits and federal employee benefits.
Business succession and wealth planning for franchise owners.
Specialized expertise where I deliver the greatest value
Navigate business transitions and maximize value at exit.
Maximize retirement plan benefits and optimize distributions.
Sophisticated strategies for sustainable retirement income.
Comprehensive financial planning for business structure and cash flow optimization.
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.
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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.
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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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