Principal | Wealth Advisor
Parallel Advisors, LLC
September 2009 - Present | San Francisco
Wells Fargo
7 years | San Francisco
University of Southern California
1989 - 2003
Groton School
1986 - 1989
Principal | Wealth Advisor
With more than fifty years of combined experience, we partner closely with our clients across every dimension of wealth management. Our planning-centric approach is designed to bring all the pieces together in a tax-efficient, cohesive strategy, including access to sophisticated private market investments that go beyond traditional portfolios. We strive to be the first call whenever a financial need or opportunity arises.
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.
Maximize wealth accumulation with sophisticated tax and investment strategies.
From startup equity to exit planning - guidance through every growth stage.
Integrate business and personal wealth strategies for service industry leaders.
Maximize equity compensation with RSU, ISO and ESPP optimization strategies.
Tailored planning for those in the financial services industry.
Specialized expertise where I deliver the greatest value
Navigate business transitions and maximize value at exit.
Sophisticated banking solutions for high net worth families.
Education funding strategies across generations.
Strategic business structure and cash flow optimization.
Navigate sudden wealth events with strategic planning.
Wealth Strategist
Trust Services Director
Tax Director
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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