Financial Advisor Loveland CO
Helping to
Simplify
Your Financial Life
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Our Philosophy

We want to provide personalized service to each of our clients, offer clear and candid advice, and develop long-term, personal relationships so we can effectively advise our clients on the financial matters that face them throughout their lives

What You Can Expect from Parallel

  • Develop an integrated, personalized investment program based on your financial goals.
  • Provide investment strategies that match your objectives and suggest customized asset mix for your portfolio.
  • Be available to answer questions and provide information on market events and opportunities.
  • Diversify your assets aiming to minimize risk and maximize return. ¹
  • Help you manage the impact of taxes and inflation on your investments.
  • Provide regular, detailed reporting on your portfolio’s activity and performance.
  • Monitor the performance of all your investments.
  • Meet with you to review the status of your plan and any major changes in your personal financial situation.
  • Rebalance your investments periodically to maintain your desired asset allocation.

¹ There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation does not protect against market risk.

² Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

Our Services

We provide access to numerous financial products & services

Financial Planning

We work to identify and prioritize issues that are uncovered in the profiling and discovery process. Using this information we will help develop and implement customized strategies aiming to create, maintain and distribute wealth for your individual situation.

Retirement Planning

Retirement is one of the most important life events many of us will ever experience. Realizing a comfortable retirement is an extensive process that takes careful planning and ongoing monitoring throughout every stage of life.

Accumulation & Preservation

Regardless of when you begin to accumulate wealth, a successful plan will require a long-term investment strategy, a commitment to that strategy, and understanding your specific tolerance for risk. We're here to help through these steps.

Portfolio Management

We understand that every investor has a unique set of circumstances and goals. Our belief is that is our responsibility to help ensure our client's investment portfolios pursue their specific financial goals, risk tolerances and time horizon.

Legacy Planning

Legacy planning is an important part of the comprehensive financial planning process. We want to work to make sure your assets and retirement continue to work in the manner you choose during your life, at and after your passing.

Why Choose Parallel?

Aiming for Financial Independence

We strive to take the complexities to a simple and easy to understand level. Teamed with a full-service investment firm at your command, striving towards your personal financial independence can be more than just a dream. We’re ready to help you work towards managing your financial goals into a reality.

Financial Advisor Loveland CO

Meet the Team

Andrew Moore

Andrew Moore

LPL Financial Advisor **

Andrew Moore grew up in Vancouver, British Columbia and graduated from Drury University with a BA in Business Administration. Andrew began his career in the financial services industry in 2000 and earned his Series 7, 63, and 65 registrations**, along with the Life and Health Insurance Licenses later that same year. He has been an advisor with LPL Financial since 2017, and created the Parallel Financial Advisors brand with Tyler in 2018 to provide more personalized service for his clients.

Andrew lives in Loveland, Colorado with his family, and enjoys exploring the various golf courses and local ski mountains.

** Securities registrations currently held with LPL Financial.

Tyler Rusch

Tyler Rusch, CFP®

CERTIFIED FINANCIAL PLANNER Professional

Tyler Rusch is an experienced LPL Financial Advisor ** who has been in the industry since 1995. Growing up in North Dakota, he graduated from Dickinson State University, before moving to Colorado in 2005 to form his own financial planning practice. During that time, he continued his education at Metropolitan State University in Denver where he attained a Certificate in Financial Planning and CERTIFIED FINANCIAL PLANNER Professional designation. Tyler enjoys developing individual relationships with his clients and working with them to find creative strategies for their financial lives. In his spare time, he enjoys skiing, fishing, and traveling, whether it is exploring Colorado’s scenic views or experiencing foreign cultures across the globe.

** Securities registrations currently held with LPL Financial.

Danya Dahly

Administrative Assistant

Danya Dahly is from Minot, North Dakota, originally. She graduated with a bachelor’s degree from the University of Minnesota in the Twin Cities, and began her career in the financial field shortly thereafter. Retail banking positions helped her to gain extensive experience in customer service and a strong knowledge of financial services. In 2017, she began working with Andrew Moore, making the switch from retail banking to investment services.

Working for both Andrew and Tyler now, Danya’s focus is to provide outstanding customer service while building long-term client relationships. She is dedicated to ensuring that our clients have an excellent experience while working with us.

Holly Mellas

Client Services Specialist

Holly Mellas grew up mostly in southern Wyoming and northern Colorado before going off to study writing and literature at Cottey College in Missouri, Naropa University in Boulder, Colorado, and Arizona State University in Tempe, where she finished her bachelor’s degree. She earned a master’s degree in Library and Information Studies from the University of Alabama in 2013.

Having worked in libraries, bookstores, and a succession of restaurants before joining the Parallel team in late 2018, Holly brings a wealth of customer service experience with her. She is enthusiastic to put this knowledge to work serving a new range of clients, and helping them to have a great experience with Parallel.

(970) 699-5586

by phone

info@parallelfa.com

by email

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