Principal | Wealth Advisor
Parallel Advisors, LLC
Aug 2009 - Present | San Francisco Bay Area
Wells Fargo
Nov 2007 - Aug 2009 | San Francisco
Temple University - James E. Beasley School of Law
Penn State Dickinson Law
Focused on planning, especially tax. I seek to add value through thoughtful investing that aims to manage overall risk. I enjoy working with multi-generational families.
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.
Coordinate wealth strategies across generations for lasting family prosperity.
Navigate executive compensation, deferred comp and complex tax situations.
Sophisticated wealth strategies for C-level executives and their families.
From startup equity to exit planning - guidance through every growth stage.
Integrate business and personal wealth strategies for optimal tax efficiency.
Navigate variable income and build long-term financial security.
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.
Navigate business transitions and maximize value at exit.
Sophisticated strategies for sustainable retirement income.
Navigate international tax and wealth planning complexities.
Principal | Wealth Advisor
Wealth Advisor
Wealth Strategy Associate
Wealth Advisor
Senior Wealth Strategy Associate
Wealth Strategist
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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