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
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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Securities-Backed Lending: Strategy for Alternative Liquidity
Securities-backed lines of credit, also called pledged asset lines, allow eligible investors to borrow against a taxable investment portfolio without selling securities. They can provide liquidity for taxes, large purchases, or other short-term needs while allowing the portfolio to remain invested.
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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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