Wealth Advisor
Parallel Advisors, LLC
2023 - Present | Honolulu
Bank of America, Merrill Lynch
2012 - 2022 | San Francisco
Credit Suisse Securities
2008 - 2012 | San Francisco
UBS Financial Services
2002 - 2008 | San Francisco
Rutgers University
As a private wealth manager, I serve a select group of accomplished individuals and families. I focus on personalized strategies designed to help clients work toward preserving, growing and transferring their wealth, with expertise in investment management, tax-efficient strategies, financial planning and estate planning.
Navigate joint financial decisions, tax strategies and legacy planning together.
High Earners Not Rich Yet - maximize wealth building in your prime earning years.
Navigate sudden wealth with guidance tailored to your generation's unique needs.
Coordinate wealth strategies across generations for lasting family prosperity.
Navigate executive compensation, deferred comp and complex tax situations.
Maximize wealth accumulation with sophisticated tax and investment strategies.
From startup equity to exit planning - guidance through every growth stage.
Maximize equity compensation with RSU, ISO and ESPP optimization strategies.
Integrate real estate holdings with comprehensive wealth planning.
Specialized expertise where I deliver the greatest value
Comprehensive tax planning and preparation services.
Maximize retirement plan benefits and optimize distributions.
Sophisticated strategies for sustainable retirement income.
Comprehensive insurance and risk mitigation strategies.
Strategic planning for real estate investment portfolios.
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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