Leadership Team

About

The Leadership Team at Parallel Advisors, LLC is responsible for steering the firm's strategic direction and ensuring alignment with the company’s mission of delivering independent and innovative wealth management solutions. Comprising seasoned professionals with diverse expertise, the team collaborates to enhance client services, foster a fiduciary mindset, oversee compliance, and drive operational excellence across all offices. Their leadership ultimately shapes the firm’s approach to financial planning, investment management, and client engagement, reinforcing the commitment to act in the best interests of clients.