Wealth Advisor
Parallel Advisors, LLC
Jan 2024 - Present | San Francisco
SVB Private
Jul 2021 - Jan 2024 | San Francisco Bay Area
University of San Diego
1990 - 1994
June 2010 - Present
The clients we serve tend to be preparing for a liquidity event or have recently gone through an event. Our focus is helping clients articulate goals and objectives and then building out the necessary foundation to meet those goals. Often this work includes estate, financial and tax planning.
Navigate joint financial decisions, tax strategies and legacy planning together.
Build financial independence and long-term security on your own terms.
Coordinate wealth strategies across generations for lasting family prosperity.
Build a strong financial foundation early with strategic planning for career growth and wealth accumulation.
Navigate the responsibilities of inherited wealth with guidance on preservation, growth and purposeful stewardship.
Sophisticated wealth strategies for C-level executives and their families.
From startup equity to exit planning - guidance through every growth stage.
Maximize equity compensation with RSU, ISO and ESPP optimization strategies.
Sophisticated strategies for alternative investment professionals.
Specialized expertise where I deliver the greatest value
Thoughtful estate planning to protect your legacy and provide for future generations.
Comprehensive insurance and risk mitigation strategies.
Education funding strategies across generations.
Navigate sudden wealth events with strategic planning.
Environmentally and socially responsible investment strategies.
Principal | Head of Research & Trading
Trust Services Director
Director of Private Market Investments
Senior Client Service Associate
Manager of Wealth Planning
Market commentary and investment perspectives
War, Private Credit Worries and AI Anxiety Weigh on Stocks
Market volatility spiked in the first quarter of 2026. A surge in geopolitical tensions, growing concerns about potential stress in private credit markets, and fears that artificial intelligence (AI) may disrupt certain industries combined to push the S&P 500 moderately lower to start the year.
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Required Minimum Distributions: A Guide to RMDs
Required Minimum Distributions (RMDs) are the minimum amounts the IRS requires you to withdraw each year from retirement accounts such as IRAs, 401(k)s, or similar plans once you reach a certain age.
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Stocks Extend the Bull Market Run in 2025
The S&P 500 opened the fourth quarter by reaching a new all-time high in early October. However, market volatility increased later in the month amid renewed trade tensions between the United States and China.
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