Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $3.6 M
Salary
- Unknown
Employment
- Started 12/13/2022
Financial Disclosure Details - OGE Form 278e (06/29/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Phoenix, Arizona | Partner (non- equity) | 1/2022 | |
2 | Providence, Rhode Island | Member | 6/2020 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Squire Patton Boggs (US) LLP (law firm) | Salary/Bonus | $400,166 | |
2 | Fidelity Rollover IRA | |||
2.1 | Destinations Large Cap Equity Instl | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Destinations Core Fixed Income Instl | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Destinations Intl Equity FD Instl | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Destinations Multi Strgy Alt Instl | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Destinations Small Mid Cap Eq Instl | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Destinations Global Fixd INC Oppor Instl | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Destinations Low Dur Fixed INC Instl | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Destinations Equity Income FD Instl | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Phoenix, Arizona | I will continue to participate in this defined contribution plan. The plan sponsor ceased making contributions upon my separation from the firm on January 7, 2022. | 12/2011 | |
2 | Phoenix, Arizona | I will continue to participate in this defined benefit plan. | 1/2003 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Phoenix, Arizona | ||
2 | Cupertino, California | Legal Services (client of Squire Patton Boggs (US) LLP) | |
3 | Chicago, Illinois | Legal Services (client of Squire Patton Boggs (US) LLP) | |
4 | Cleveland-Cliffs, Inc. | Cleveland, Ohio | Legal Services (client of Squire Patton Boggs (US) LLP) |
5 | Phoenix, Arizona | Legal Services (client of Squire Patton Boggs (US) LLP) | |
6 | Memphis, Tennessee | Legal Services (client of Squire Patton Boggs (US) LLP) | |
7 | Joplin, Missouri | Legal Services (client of Squire Patton Boggs (US) LLP) | |
8 | Phoenix, Arizona | Legal Services (client of Squire Patton Boggs (US) LLP) | |
9 | Columbus, Ohio | Legal Services (client of Squire Patton Boggs (US) LLP) | |
10 | The Woodlands, Texas | Legal Services (client of Squire Patton Boggs (US) LLP) |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Coppersmith Brockelman PLC (Law Firm) (Law Firm) | salary, bonus | ||
2 | Fidelity Rollover IRA | |||
2.1 | Destinations Large Cap Equity Instl | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Destinations Core Fixed Income Instl | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Destinations Instl Equity FD Instl | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Destinations Multi Strgy Alt Instl | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Destinations Small Mid Cap Eq Instl | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Destinations Global Fixed INC Oppor Instl | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Destinations Low Dur Fixed INC Instl | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Destinations Equity Income FD Instl | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Putnam Growth Opportunities-A | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. bank (cash) | $250,001 - $500,000 | None (or less than $201) | |
3 | AZ CollegeAccess 529 Savings Plan | |||
3.1 | Metropolitan West Total Return Bond A | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Metropolitan West Total Return Bond C | $1,001 - $15,000 | None (or less than $201) | |
4 | Legacy Wealth Alliance PLLC (brokerage account) | |||
4.1 | INVESCO AMT-FREE MUNICIPAL FUND CLASS Y | $1,001 - $15,000 | None (or less than $201) | |
4.2 | BLACKROCK MID CAP GROWTH EQUITY INSTITUTIONAL FUND | $1,001 - $15,000 | None (or less than $201) | |
4.3 | COHEN & STEERS REALTY SHARES FUND CLASS I | $1,001 - $15,000 | None (or less than $201) | |
4.4 | COLUMBIA DIVIDEND INCOME FUND ADVISOR CLASS | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Bank | $100,001 - $250,000 | 2012 | 30 yrs. |
2 | Wells Fargo Bank | $15,001 - $50,000 | 2019 | Revolving |
3 | Chase Bank | $50,001 - $100,000 | 2017 | 15 yrs. |
4 | William D. Ford Direct Loan Program | $15,001 - $50,000 | 2015 | 10 yrs. |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1 | Bonus received in March 2021 for work performed in 2020. No bonus received for work performed in 2021. |
8 | 1 | Paid in full. |
8 | 2 | Paid in full. |
8 | 4 | Paid in full. |
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