Wealth Advisor
Parallel Advisors, LLC
Jul 2023 - Present | San Francisco
National Investment Firms
Jun 2016 - Apr 2023 | San Francisco
University of Toronto - Rotman School of Management
Queen's University
With over two decades of experience managing portfolios and advising both individuals and institutions, I lead with evidence-based investment knowledge and comprehensive financial planning. I am passionate about empowering women to work toward their goals through innovative, customized wealth management strategies that are both tax-informed and tax-efficient. I strive to provide high-touch service and frequent communication, guiding families through life's transitions with clarity and confidence.
Navigate joint financial decisions, tax strategies and legacy planning together.
Build financial independence and long-term security on your own terms.
Navigate financial transitions and build a secure independent future.
Coordinate wealth strategies across generations for lasting family prosperity.
Navigate executive compensation, deferred comp and complex tax situations.
Maximize wealth accumulation with sophisticated tax and investment strategies.
From startup equity to exit planning - guidance through every growth stage.
Preserve and grow family wealth across generations with thoughtful stewardship.
Maximize equity compensation with RSU, ISO and ESPP optimization strategies.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Maximize retirement plan benefits and optimize distributions.
Navigate financial complexities during and after divorce transitions.
Navigate international tax and wealth planning complexities.
Environmentally and socially responsible investment strategies.
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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