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
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Wealth Advisor
Senior Wealth Strategy Associate
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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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