Wealth Advisor
With over 15 years of experience in wealth management, I bring a comprehensive approach to financial planning that integrates tax strategy, estate planning and retirement income planning. I specialize in helping high-earning professionals with equity compensation strategies, and multi-generational families navigate complex financial decisions with clarity and confidence.
Navigate joint financial decisions, tax strategies and legacy planning together.
Empowering independent financial planning and wealth building strategies.
High Earners Not Rich Yet - accelerate wealth building with strategic planning.
Coordinate wealth planning across multiple generations of your family.
Strategic wealth management for executives navigating complex compensation.
Maximize compensation packages and build long-term wealth effectively.
Preserve and grow family wealth across generations with thoughtful stewardship.
Specialized planning for physicians and healthcare professionals.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Comprehensive estate planning to protect and transfer wealth efficiently.
Build sustainable income streams to support your lifestyle in retirement.
Strategic planning to preserve and transfer wealth across generations.
Navigate sudden wealth from IPOs, inheritances, or other significant events.
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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