Principal | Wealth Advisor
As a Certified Divorce Financial Analyst, my approach is rooted in empathy and education, particularly for clients who feel overwhelmed because they weren't the primary financial decision-makers during their marriage. I understand how daunting the financial unknown can be during this transition. We start by bringing order to the chaos, gathering your documents, organizing your financial picture and translating complex data into clear, understandable terms. Once we have a solid foundation, I help you evaluate settlement proposals strategically, looking past the immediate stress to focus on long-term sustainability. My ultimate goal is to help you transition from feeling in the dark to stepping confidently into your new life with a thoughtful, well-planned financial roadmap.
Build financial independence and long-term security on your own terms.
Navigate financial transitions and build a secure independent future.
Navigate executive compensation, deferred comp and complex tax situations.
Sophisticated wealth strategies for C-level executives and their families.
Maximize wealth accumulation with sophisticated tax and investment strategies.
Maximize equity compensation with RSU, ISO and ESPP optimization strategies.
Specialized expertise where I deliver the greatest value
Navigate financial complexities during and after divorce transitions.
Principal | Head of Research & Trading
Trust Services Director
Director of Private Market Investments
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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