Principal | Wealth Advisor
Parallel Advisors, LLC
January 2014 - Present | San Francisco
Lazard
July 2011 - December 2013 | San Francisco
University of San Francisco School of Management
San Francisco State University
I deliver comprehensive financial planning for individuals and families managing concentrated wealth and equity-based compensation. By integrating investment management with sophisticated tax and estate planning strategies, I help clients turn concentrated stock positions—like RSUs, ISOs, and NSOs—into a cohesive, long-term wealth plan. I work best with people who view financial planning not as a one-time event, but as the essential framework for achieving their life’s goals.
Navigate joint financial decisions, tax strategies and legacy planning together.
Build financial independence and long-term security on your own terms.
Tailored financial planning addressing unique legal and tax considerations.
High Earners Not Rich Yet - accelerate wealth building with strategic planning.
Navigate executive compensation, deferred comp and complex tax situations.
Strategic wealth management for top executives with complex compensation.
Maximize wealth accumulation with sophisticated tax and investment strategies.
From startup equity to exit planning - guidance through every growth stage.
Preserve and grow family wealth across generations with thoughtful stewardship.
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.
Strategic retirement planning for pre-retirees and retirees.
Education and strategies for transferring wealth across generations.
Navigate sudden wealth events with strategic financial guidance.
Principal | Head of Research & Trading
Wealth Strategy Associate
Trust Services Director
Director of Private Market Investments
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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