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People
Our people arrive at Parallel from different places, with different backgrounds and experiences.
Some of us expatriated from traditional wirehouses, seeking a better deal for clients, one free from the conflicts of interest of the broker-dealer business model.
Some of us had our own small practices but opted to join forces with a larger firm offering support and resources unavailable to us as solo practitioners.
A few of us are determinedly rising through the ranks, from reception, to operations, to paraplanner, to advisor, gaining valuable experience and knowledge at each step.
And last but not least, our crack Operations, Planning, and Tax teams, the best in the business, taking care of even the tiniest details to ensure your client experience is a happy one.
Every one of us has a story to tell and knowledge and experience to share.
This is what gives us our superpower — call it “hybrid strength” — the combination of traits that make the firm greater than the sum of its parts.
Rick Ashburn, CFA
Rick Ashburn
Principal
San Francisco
Tax Puzzle Solver. Ultra Runner. Inveterate Tinkerer.
rick.ashburn@paralleladvisors.com
Anne Atkinson
Anne Atkinson
Wealth Advisor
San Francisco
Creative Listener. Disciplined Investor. Hockey Fan.
atkinson@paralleladvisors.com
Amy Barker, CFA, CFP, CDFA
Amy Barker
Principal
Dayton
Solutions Specialist. Finance Finesser. Martial Artist.
amy.barker@paralleladvisors.com
Jason Beccaris
Jason Beccaris
Principal
San Francisco
Planning Obsessed. No Time for Sleep. Skiing & Mountain Biking Nut.
jason@paralleladvisors.com
Kyle Caouette, CFA, CFP
Kyle Caouette
Wealth Advisor
Scottsdale
Creative Planner. Entrepreneur Wealth Coach. Travel Enthusiast.
kyle.caouette@paralleladvisors.com
Matt Clements
Matt Clements
Principal
San Francisco
Fanatical Fiduciary. ESG Savvy. Boy Dad.
matt@paralleladvisors.com
William Clements
William Clements
Principal
San Francisco
Fiduciary. Experienced Investor. Consigliere.
william.clements@paralleladvisors.com
Sharon Cohen
Sharon Cohen
Wealth Advisor
Scottsdale
Avid Reader. Social Butterfly. Green Bay Packer Owner.
sharon.cohen@paralleladvisors.com
Stephanie Cooper, CFP
Stephanie Cooper
Principal
San Francisco
Fun Initiator. Go Getter. They Call Me Scoop.
stephanie@paralleladvisors.com
Donald Cuppy
Donald Cuppy
Principal
Scottsdale
Wordsmith. Strategic thinker. Parrothead.
donald.cuppy@paralleladvisors.com
Dan D’Orazio
Dan D’Orazio
Wealth Advisor
San Francisco
Paterfamilias. Sports Nut. Glass Half Full.
dan.dorazio@paralleladvisors.com
Ash Daggs, CFP
Ash Daggs
Wealth Advisor
San Francisco
Family First. Happy Camper. Planning Evangelist
ash.daggs@paralleladvisors.com
Mark Fiedler
Mark Fiedler
Managing Principal
Scottsdale
Person of Faith. Optimistic Realist. Family Man.
mark.fiedler@paralleladvisors.com
Darin Fierstein, MBA
Darin Fierstein
Wealth Advisor
San Francisco
Inbox Emptier. Putting Green Reader. Global Voyager.
darin.fierstein@paralleladvisors.com
Bruce Frankel, MBA, CFP
Bruce Frankel
Wealth Advisor
San Francisco
Impact Maker. World Travel. Go Cubs.
bruce.frankel@paralleladvisors.com
James Glasheen III, CFP
James Glasheen III
Wealth Advisor
Lifelong Learner. Explorer. Planning Evangelist.
james.glasheen@paralleladvisors.com
Knud Gotterup, AAMS, AIF
Knud Gotterup
Principal
San Francisco
Retirement Planologist. Compassionate Viking. Equality Champion.
knud.gotterup@paralleladvisors.com
Lucas Hatch
Lucas Hatch
Principal
San Francisco
Sporty dad. Juggling Connoisseur. Financial Therapist.
lucas@paralleladvisors.com