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
Earnings Growth and a Strong Economy Power Stocks Higher in Q3
Markets were volatile again in Q3, but stocks still advanced as robust corporate earnings and a resilient economy carried the S&P 500 to new all-time highs despite a rebound in oil prices and a sharp rise in Treasury yields.
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Equity Compensation: A Simple Guide to ISOs, NSOs, and RSUs
Common types of equity compensation include Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), and Restricted Stock Units (RSUs). Each works differently and has its own tax rules, but they all give you an opportunity to build wealth if the company performs well.
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Earnings Growth, A U.S./Iran Ceasefire and a Strong Economy Send Stocks to New Highs
Markets staged an impressive rebound in Q2, as strong corporate earnings and rising hopes for a U.S./Iran ceasefire pushed the S&P 500 to new all-time highs.
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