Estimated Net Worth
  • estimated net worth
    $1.3 M - $3.6 M
Salary
  • 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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