Wealth Advisor
Parallel Advisors, LLC
Dec 2024 - Present | San Francisco
BMO Family Office
Oct 2021 - Oct 2024 | San Francisco
California Polytechnic State University - San Luis Obispo
1991 - 1995
I specialize in working with founders, corporate executives and investors in transition to design and implement investment policies tailored to their risk profile. My practice emphasizes tax strategies and multigenerational wealth planning. I implement globally diversified portfolios that include active management in certain inefficient asset classes, tactical strategies and private market strategies, seeking to optimize after-tax, after-fee portfolio returns in pursuit of clients' long-term objectives. I provide holistic advice by partnering with external advisors to help address clients' financial and estate planning needs.
Dedicated to helping clients work toward their financial goals
Personalized wealth management for married couples.
Personalized wealth management for single men.
Personalized wealth management for widows.
Personalized wealth management for multi generational families.
Personalized wealth management for corporate executive.
Personalized wealth management for corporate high earner.
Personalized wealth management for founder / entrepreneur - tech.
Personalized wealth management for tech professionals.
Personalized wealth management for legal professionals.
Specialized expertise where I deliver the greatest value
Specialized expertise to help you work toward your financial objectives.
Specialized expertise to help you work toward your financial objectives.
Specialized expertise to help you work toward your financial objectives.
Specialized expertise to help you work toward your financial objectives.
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.
Read More
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.
Read More
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.
Read More