Wealth Advisor, Principal
Parallel Advisors, LLC
Sep 2018 - Present | San Francisco
RSS Investment Counsel
Dec 2002 - Sep 2018 | San Francisco
University of Southern California
1987 - 1989
Brown University
1978 - 1982
My strategy is built on forward-looking themes. I focus on identifying high-quality investments within those themes that I believe have growth potential. By seeking competitive returns relative to appropriate benchmarks, we work toward building your wealth over time. This process is always balanced by a disciplined approach to risk, designed to keep your portfolio aligned with your personal comfort level and family goals.
Navigate joint financial decisions, tax strategies and legacy planning together.
Build financial independence and long-term security on your own terms.
Build financial independence and long-term security on your own terms.
Navigate sudden wealth with guidance tailored to your generation's unique needs.
Integrate business and personal wealth strategies for service industry leaders.
Preserve and grow family wealth across generations with thoughtful stewardship.
Strategic planning for agricultural and land-based wealth.
Tailored strategies for physicians, dentists and healthcare professionals.
Navigate variable income and build long-term financial security.
Specialized expertise where I deliver the greatest value
Sophisticated strategies for sustainable retirement income.
Comprehensive insurance and risk mitigation strategies.
Principal | Wealth Advisor
Director of Private Market Investments
Manager of Wealth Planning
Principal | Wealth Advisor
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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