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Dublin Office

5650 Blazer Parkway

Suite 100
Dublin, OH 43017

Meet the Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

I am an Investment Adviser Representative of Parallel Financial Group, founded in 2010. It is a boutique financial planning firm that uses a team approach to serve clients. Parallel is a group of firm owners and practicing Investment Adviser Representatives (IARs) created to help clients with asset management and financial planning. Parallel is located 5650 Blazer Pkwy in Dublin, Ohio. For more information please visit our website at www.know-parallel.com or (614) 354-5452.