Wealth Advisor
Parallel Advisors, LLC
2021 - Present | San Francisco
Rockefeller Capital Management
2020 - 2021 | Atlanta, GA
USC Marshall School of Business
1998 - 2000
UC Santa Barbara
1992 - 1994
With a focus on what can be controlled, I bring a disciplined, planning-first approach to wealth management. My practice is built on being responsive and available to clients, understanding that financial decisions are deeply personal and often require more than just numbers. This allows me to help clients navigate not just the technical aspects of their finances, but the emotional and psychological elements as well. Every recommendation comes back to the roadmap that is a client's comprehensive financial plan.
Coordinate wealth strategies across generations for lasting family prosperity.
Navigate joint financial decisions, tax strategies and legacy planning together.
Build financial independence and long-term security on your own terms.
Focused wealth management and planning for long-term financial success.
Strategic wealth management for C-suite leaders and senior executives.
Sophisticated wealth strategies for C-level executives and their families.
Maximize wealth accumulation with sophisticated tax and investment strategies.
Sophisticated strategies for alternative investment professionals.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Thoughtful estate planning to protect your legacy and provide for future generations.
Identify, assess, and mitigate financial risks to protect your wealth and achieve your goals.
Sophisticated strategies for sustainable retirement income.
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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