Wealth Advisor
Parallel Advisors, LLC
Scottsdale, Arizona
BOK Financial Private Wealth
Scottsdale, Arizona
BMO (Formerly M&I Wealth Management)
Milwaukee, Wisconsin and Scottsdale, Arizona
Valparaiso University
Keller Graduate School of Management of DeVry University
I begin by learning as much as possible about each client to understand their expectations, risk tolerance, goals and objectives, including legacy planning for children and community. With a background in investment management and trust services, I bring a fiduciary mindset to every relationship, offering strategies and solutions tailored to long-term goals. I seek to understand each family's unique needs and provide guidance through active listening, transparency and discretion, striving to earn their trust over time.
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate life transitions with confidence and clarity during uncertain times.
Navigate life transitions with confidence and clarity during uncertain times.
Coordinate wealth strategies across generations for lasting family prosperity.
Build financial independence and long-term security on your own terms.
Build financial independence and long-term security on your own terms.
Navigate executive compensation, deferred comp and complex tax situations.
Sophisticated wealth strategies for C-level executives and their families.
Maximize wealth accumulation with sophisticated tax and investment strategies.
Preserve and grow family wealth across generations with thoughtful stewardship.
Tailored strategies for physicians, dentists and healthcare professionals.
Coordinate business, retirement and personal wealth planning for owner-operators.
Specialized expertise where I deliver the greatest value
Thoughtful estate planning to protect your legacy and provide for future generations.
Professional trust administration and fiduciary services.
Education funding strategies across generations.
Market commentary and investment perspectives
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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Trust Administration After Death: Common Mistakes California Families Make
The period immediately following a settlor's death is one of the most legally sensitive and emotionally challenging phases of trust administration.
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Rate Cuts, Trade Deals, and Strong Earnings Power Stocks Higher
Stocks reached all-time highs in the third quarter as economic growth remained steady and the Federal Reserve initiated its rate-cutting cycle.
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Principal | Wealth Advisor
Principal | Wealth Advisor
Principal | Wealth Advisor
Principal | Wealth Advisor
Principal | Wealth Advisor
Principal | Wealth Advisor
Wealth Strategist